Personal Banking Advisor (Float)

About the role

The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. This is an in-person role assigned to a home branch, requiring coverage and support at other branch locations as needed.

Responsibilities

• Aid clients by telephone or in person with new account services including additions or changes in client accounts.
• Actively cross-sell all bank products.
• Provide coverage at assigned branch locations based on staffing needs, vacancies, PTO coverage, training coverage, or business demand.
• Maintain flexibility in work location and schedule, with the ability to report to different branch locations as directed.
• Ensure continuity of branch operations by supporting sales activities, account servicing, and operational responsibilities during coverage assignments.
• Fill out contract forms, determine charges or fees for service requested, collect deposits, prepare change of address records, and proper disclosure forms.
• Stay updated on all bank products, services, and technology offered by the bank.
• Adapt quickly to the changing technology and educate clients on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
• Solve client complaints, questions, or problems.
• Assist in all branch supervisory functions including branch settlement, teller balancing, ATM settlement.
• Receive checks and cash for deposit, verify amount, and examine checks for endorsements.
• Cash checks and pay out money after verification of signatures and client balances.
• Enter clients' transactions into computer to record transactions, and issue computer-generated receipts.
• Place holds on accounts for uncollected funds.
• Prepare Domestic and Foreign wire transfers for clients.
• Allow clients access to safe deposit boxes, following specified procedures.
• Monitor and review financial institution's security procedures and control access to vault.
• Avoid unauthorized access to vault.
• Use supervisory authority in support of teller transactions.
• Ensure the security and safety of all employees.
• Complete all internal Bank training as assigned and required.
• Adhere to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information.
• Exhibit the ability and desire to embrace and enhance the Bank culture.

Secondary duties

• Represent the bank in community-related activities.
• Attend educational programs/seminars related to banking.

Requirements

• High School Diploma or equivalent.
• Experience with electronic delivery channels including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc. is preferred.
• Ability to travel to and work from multiple branch locations within the Bank’s footprint as needed.

Physical Demands

• Regularly sit and talk or hear.
• Occasionally stand, walk; use sufficient hand, arm and finger dexterity or feel objects, tools, or controls.
• Occasionally lift and/or move up to 10 pounds.
• Close vision required.

Work Environment

• The noise level in the work environment is usually moderate.

Key Points

Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Childcare Subsidy, Retirement, Life Insurance, and many other benefits. It has been and will continue to be the policy of South Shore Bank to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service, or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state, or local laws. At South Shore Bank, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. We believe in Shared success and We before Me. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

PAY RANGE DISCLOSURE

The pay range for this position is $22.90 to $26.62 per hour and is the lowest to highest hourly rate South Shore Bank in good faith believe we would pay for this role at the time of this posting. 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 several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability.

EEO/F/M/Vet/Disabled

EEO/F/M/Vet/Disabled.