Personal Banking Advisor

About the Role

The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. This in-person role focuses on generating new business through educating and cross-selling products and services.

Responsibilities

• Assist clients by telephone or in person with new account services, including additions or changes in client accounts.
• Actively cross-sell all bank products.
• Fill out contract forms, determine charges or fees for requested services, collect deposits, prepare change of address records, and proper disclosure forms.
• Remain educated on all bank products, services, and technology offered by the bank.
• Adapt quickly to changing technology and increase consumer awareness of available technology through education and demonstration.
• Solve client complaints, questions, or problems.
• Assist in branch supervisory functions, including branch settlement, teller balancing, and ATM settlement.
• Receive checks and cash for deposit, verify amounts, and examine checks for endorsements.
• Cash checks and pay out money after verification of signatures and client balances.
• Enter clients' transactions into the computer to record transactions and issue computer-generated receipts.
• Place holds on accounts for uncollected funds.
• Respond to audit reviews and help complete branch monthly audit reports.
• Order branch cash as well as ATM cash orders for delivery and place foreign currency orders for clients.
• Prepare domestic and foreign wire transfers for clients.
• Allow clients access to safe deposit boxes following specified procedures.
• Monitor and review the financial institution’s security procedures and control access to the vault.
• Assist in maintaining all dual control logs.
• Use supervisory authority in support of teller transactions and ensure the security and safety of all employees.
• Represent the bank in community-related activities and attend educational programs/seminars related to banking.

Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities that enhance the quality of service to the client.

Requirements

• High School Diploma or equivalent.
• Experience with electronic delivery channels, including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, and Bill Pay, is preferred.

The employee must be able to:

• Communicate effectively with internal and external stakeholders in person, by phone, virtually, and in writing.
• Read, interpret, and prepare business, banking, regulatory, proposal, contract, and client documentation.
• Apply business- and financial-related concepts, analysis, or calculations as appropriate to the role.

Work is primarily performed in a professional office environment and may include client locations, meetings, presentations, and conferences. The role requires:

• Regular use of a computer, phone, virtual meeting tools, and standard office technology.
• Ability to review screens and documents.
• Occasional travel within the market area.
• Occasional lifting or moving of materials up to 10 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, consistent with applicable law.

Benefits

South Shore Bank provides a competitive benefit package including:

• Medical, Dental, and Vision insurance.
• Flexible Spending and Dependent Care accounts.
• Child Care Subsidy.
• Retirement plans.
• Life Insurance.

The bank invests in each employee through programs and initiatives that ensure people are respected as individuals and valued for their unique perspectives.

Pay

The pay range for this position is $20.00 to $22.00 per hour. The bank may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the posted range will be based on factors including relevant education, qualifications, certifications, experience, and business needs.