Banking Center Specialist- Chicopee
Company: PeoplesBank
Location: Chicopee
Posted on: August 6, 2022
Job Description:
Job Description Welcome to PeoplesBank! We are the largest
mutually chartered bank in Western Mass and Connecticut and a
leader in green values, sustainable energy financing, and
charitable giving. We operate in the best interest of our customers
and strive to be an inclusive and engaging work environment. We
offer excellent compensation, workplace flexibility, and a
competitive benefits package to our associates. Our award-winning
culture has earned us recognition as Best Place to Work and Best
Local Bank. Come join our team of dedicated and innovative
individuals and contribute to our dynamic, successful
organization.Summary: Demonstrates knowledge and proficiency in
providing exceptional customer service with emphasis on
relationship development, market share growth, and regulatory
compliance. Essential Duties and Responsibilities include the
following. Other duties may be assigned.
- Provides an exceptional customer experience with emphasis on
relationship development, market share growth, and regulatory
compliance.
- Uses comprehensive knowledge of all bank products and services
to evaluate customer needs and make appropriate recommendations to
ensure customer satisfaction and a positive experience. Identifies
opportunities for relationship retention and growth, including
digital services, product options, and alternative programs.
- Recognizes relationship deepening opportunities and refers
customers to internal and external business partners including but
not limited to Peoples Wealth Advisory Representatives, Mortgage
Consultants, Business Banking/Cash Management Officers, Commercial
Lending, Payroll Services and Merchant Services as
appropriate.
- Identifies and analyzes service issues, resolving them to the
customer's satisfaction in accordance with bank-wide and department
standards. Performs overrides and makes policy exceptions based on
evaluation of customer relationship, and financial and reputational
risk to the bank. Uses all resources to escalate and resolve
complex issues. Addresses, researches and responds to customer
complaints, documenting the resolution per PeoplesBank policy.
- Accurately completes all customer sales and service functions,
including new deposit and loan account origination, account
maintenance, transaction processing, and handling negotiable items.
Utilizes detailed knowledge of all bank policies and regulatory
requirements to ensure error-free processing and compliance.
- Operates a cash box / recycler, and serves as Vault, ATM and/or
Coin Machine custodian as needed. Accurately processes entries and
reconciles cash, checks and negotiables at end of shift within
Retail guidelines and performance standards.
- Completes all yearly compliance training and testing and
complies with bank policies and procedures, and federal and state
regulations.
- Obtains and verifies necessary information to complete
applications, logs, BSA and CIP forms, and any other documentation
as required by policy or regulation.
- Acts as Safe Deposit custodian, including opening and closing
safe deposit contracts and providing access per bank
guidelines.
- Demonstrates thorough knowledge of all PeoplesBank products and
services, and satisfactorily completes annual product knowledge
training.
- Represents the bank in a professional manner. Responds to
incoming calls in accordance with department service standards.
Communicates effectively verbally and in email, memos and business
letters.
- Participates in financial education and bank-at-work events at
off-site locations. Assists with business development, sales
management and community engagement activities to support
achievement of assigned banking center goals.
- Trains and assists new team members in all aspects of the
position.
- May be designated as a key-holder, assigned to open and/or
close the Banking Center, ensuring service and security standards
are maintained.Supervisory Responsibilities: Position does not have
supervisory authority over other team members. Position has
override and exception approval authority for his or her own
transactions.Education and/or Experience: Associate's degree (A.
A.) or equivalent from two-year college or technical school; or six
months to one year related experience and/or training; or
equivalent combination of education and experience.Reasoning
Ability: Ability to apply common sense understanding to carry out
instructions furnished in written, oral or diagram form. Ability to
deal with problems involving several concrete variables in
standardized situations. Certificates, Licenses, Registrations:
Notary Public commission by the Commonwealth of Massachusetts
and/or State of Connecticut preferred. Federal NMLS
Registration.Computer Skills: Knowledge of computer applications
including Word, Excel. Ability to use basic computer skills to
enter and/or retrieve data.Other skills and knowledge: Detailed
knowledge of bank products and services, and PeoplesBank
Relationship Building service and sales practices. Knowledge and
required acknowledgement of regulations including, but not limited
to: Reg CC, Reg DD, Privacy, Security, BSA, Fair Lending, CIP, Reg
E.Work Environment and Physical Demands: The working conditions and
physical demands described here are representative of those that
must be met by an associate to successfully perform the essential
functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential
functions.While performing the duties of this job, the associate is
regularly required to sit, use hands to sort, write and keyboard,
and to listen and speak. The associate is frequently required to
reach, walk, stoop, crouch. The associate is occasionally required
to stand, lift, bend, drive and travel.The associate may work
offsite at community, financial education and bank-at-work events
several times a year, and occasionally makes business calls with
the Banking Center Manager. Heavy volume during peak times,
including the first and third of each month.
Keywords: PeoplesBank, Chicopee , Banking Center Specialist- Chicopee, Accounting, Auditing , Chicopee, Massachusetts
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