Personal Banking Advisor

Jobs › East Bridgewater, MA › Personal Banking Advisor South Shore Bank Personal Banking Advisor East Bridgewater, MA Apply SUMMARY The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating and cross selling products and services. This is an in-person role.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assist clients by telephone or in person with new account services including additions or changes in client accounts. Actively cross sells all bank products. Fill out contract forms, determine charges or fees for service requested, 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 the changing technology. Increase consumer awareness of the technology available to them through our products and services. 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 Respond to audit reviews and help complete branch monthly audit reports. Order branch cash as well as ATM cash orders for delivery. 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 reviews financial institution\'s security procedures and control access to vault. Assist in maintaining all dual control logs. Use supervisory authority in support of teller transactions. Ensure the security and safety of all employees. Supervisor authority appropriate to level assigned.

SECONDARY DUTIES

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

SUPERVISORY RESPONSIBILITIES

Not responsible for supervision of other employees. Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client. Requirements

REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or

EXPERIENCE

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

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, clients, and the general public.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers. Ability to use and understand calculator. Ability to understand interest rate and percent. Active Filters Personal Banking Advisor East Bridgewater, MA Clear All Apply