Better Banking Specialist (FT) - Arnold Street Branch

Position Summary

Provides prompt and professional sales and service to new and existing customers.

Essential Functions

• Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships if applicable.
• Adheres to established Westfield Bank customer service standards.
• Provides information regarding bank products to all potential customers both retail and commercial.
• Resolves customer problems as they arise.
• Answers inquiries, accepts applications and closes consumer loans.
• Affords assistance with Safe Deposit.
• Obtains NMLS to take home equity loans or line applications and serves as a liaison between the customer and Loan Operations until loan closes.
• Maintains assigned sales goals through the sale of bank products and services to meet customers banking needs.
• Opens new accounts and performs account and person maintenance as needed.
• Completes BSA, AML, and other Regulatory and Continuing Education as assigned.
• Adheres to all bank and regulatory policies and procedures specific to position.
• Performs additional duties as requested.

Position Qualifications

• High School Diploma or GED required.
• Prior sales and customer service experience preferred.
• Become Notary Public if required.
• Competencies: Customer Relations, Decision Making/Judgment, Job Knowledge, Quality, Results Focus.

Physical Demands

• Stand: F (Frequently)
• Walk: F (Frequently)
• Sit: F (Frequently)
• Handling / Fingering: F (Frequently)
• Reach Outward: F (Frequently)
• Reach Above Shoulder: O (Occasionally)
• Climb: O (Occasionally)
• Crawl: O (Occasionally)
• Squat or Kneel: O (Occasionally)
• Bend: F (Frequently)
• Lift/Carry 10 lbs or less: F (Frequently)
• 11-20 lbs: F (Frequently)
• 21-50 lbs: O (Occasionally)
• 51-100 lbs: N (Not Applicable)
• Over 100 lbs: N (Not Applicable)
• Push/Pull 12 lbs or less: O (Occasionally)
• 13-25 lbs: O (Occasionally)
• 26-40 lbs: O (Occasionally)
• 41-100 lbs: O (Occasionally)
• N (Not Applicable): Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)
• F (Frequently): Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)
• C (Constantly): Occupation requires this activity more than 66% of the time (5.5+ hrs/day)
• Other Physical Requirements: None