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GS
Greenfield Savings Bank
Banking Advisor (Northampton and Hadley)
Career Insights for Personal Banker
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Scorecard
Based on Massachusetts data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$79,350 / year median in Massachusetts
+1% projected growth
Job Description
Pay is based on related experience, expertise, market data, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.
Assumes responsibility for self-improvement through training courses (internal and external) as well as personal curiosity and inquisitivenessRequired to work with management to bring in new business through relationship-based selling which will help achieve personal sales goalsProcess routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needsProcess all routine customer requests including but not limited to wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets)Will be responsible for meeting individual sales and service goalsAdvises customers on how our products and services can meet their financial needsAdditional responsibility, as needed by office, will be assigned by manager Desired Experience & SkillsInternal candidates: Must be a Teller 2 with Meets Expectations on previous performance review1+ years of experience in a sales environment with a solid track record (including cross selling)1+ years of banking or financial services experience1+ year(s) experience in cash handling position that involved customer serviceGreat interpersonal and communication (written and oral) skillsGreenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.
General Statement of Duties:
The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. The BA is expected to provide single point-of-contact service whenever possible giving the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory responsibilities. Essential Job ResponsibilitiesRequired to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phoneWill partner with other lines of business in making quality customer referralsContributes to building a positive team environmentResponsible for compliance and understanding of the Banks policies, procedures, and legal guidelines, both new and existing.Assumes responsibility for self-improvement through training courses (internal and external) as well as personal curiosity and inquisitivenessRequired to work with management to bring in new business through relationship-based selling which will help achieve personal sales goalsProcess routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needsProcess all routine customer requests including but not limited to wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets)Will be responsible for meeting individual sales and service goalsAdvises customers on how our products and services can meet their financial needsAdditional responsibility, as needed by office, will be assigned by manager Desired Experience & SkillsInternal candidates: Must be a Teller 2 with Meets Expectations on previous performance review1+ years of experience in a sales environment with a solid track record (including cross selling)1+ years of banking or financial services experience1+ year(s) experience in cash handling position that involved customer serviceGreat interpersonal and communication (written and oral) skillsGreenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.