Float Banking Center Specialist

About the role

Under the supervision of the Retail Banking Officer, the Float Banking Center Specialist, based out of our Uxbridge Banking Center, plays an integral role in ensuring that an exceptional customer experience is achieved end-to-end in each banking interaction. Banking Center Specialists build and expand relationships by providing tailored service to each customer through active listening and engagement to understand their financial needs and goals. This role is also responsible for accurately operating a cashbox, cash recycler and vaults, along with opening new accounts, accepting loan applications and managing various account maintenance and servicing requests and troubleshooting.

Responsibilities

• Pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer to understand their current and future financial needs and priorities. Offers Country Bank solutions and educates customers on products, promotions and digital services to assist the customer in reaching their financial goals.
• Maintains an excellent balancing record in compliance with the Bank's established Banker Performance Criteria. Processes financial transactions for customers including deposits, withdrawals, loan payments, cashing checks, issuing cashier’s checks, entering wire transfers and ordering foreign currency.
• Manages all levels of account servicing requests such as processing address changes, issuing new ATM/Debit cards, enrolling and troubleshooting for online banking, and assisting customers with ATM/Debit fraud resolution.
• Originates and closes home equity lines of credit and consumer loans.
• Models and promotes the Country Bank Experience for all staff. Participates in and facilitates role-play and skill building exercises, both independently and with the Banking Center team, to increase comfortability and improve technique in engaging the customer and identifying potential roadblocks to an outstanding customer experience.

Requirements

A High School diploma or equivalent is required, along with a minimum of one year of customer service or sales experience. Work experience in the banking and/or finance industry is preferred, as well as experience with cash handling. Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System.

Skills

• Work independently and as part of a team
• Strong in customer service and sales
• Strong verbal and written communication skills
• Ability to make effective presentations in a group setting
• Basic knowledge of Microsoft Office suite, including Excel, Outlook, PowerPoint, and Word

Benefits

Country Bank offers a competitive total compensation package and comprehensive benefit package including:

• 401(k) Plan with a generous employer contribution plus match;
• Income protection benefits;
• Educational assistance and tuition reimbursement benefits;
• Generous total paid time off, and more