South Shore Bank

  • Personal Banking Advisor

    Job Locations US-MA-Braintree
    ID
    2018-1489
    Category
    Retail/Banking
    Type
    Regular Full-Time
  • Overview

    PERSONAL BANKING ADVISOR

    Braintree - 1010 Washington Street

    Monday-Saturday/Wednesday Off

    SUMMARY

     

    Performs a variety of branch duties in accordance with regulatory and security guidelines.  Generates new business through educating and cross selling products and services.

     

     

     

    Responsibilities

    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

    • Assists customers by telephone or in person with new account services including additions or changes in customer accounts. Actively cross sells all bank products.
    • Fills out contract forms, determines charges or fees for service requested, collects deposits, prepares change of address records, and proper disclosure forms.
    • Remain educated on all bank products, services and technology offered by the bank.
    • Adapts quickly to the changing technology.
    • Increase consumer awareness of the technology available to them through our products and services.
    • Educate customers on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
    • Solve customer complaints, questions or problems.
    • Assists in all branch supervisory functions including branch settlement, teller balancing, ATM settlement.
    • Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
    • Cashes checks and pays out money after verification of signatures and customer balances.
    • Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
    • Places holds on accounts for uncollected funds
    • Responds to audit reviews and helps complete branch monthly audit reports.
    • Orders branch cash as well as ATM cash orders for delivery.
    • Places Foreign Currency orders for customers.
    • Prepares Domestic and Foreign wire transfers for customers.
    • Allows customers access to safe deposit boxes, following specified procedures.
    • Monitors and reviews financial institution's security procedures and control access to vault.
    • Assist in maintaining all dual control logs.
    • Uses supervisory authority in support of teller transactions.
    • Ensure the security and safety of all employees.
    • Other duties as assigned.
    • Supervisor authority appropriate to level assigned.

     

    SECONDARY DUTIES

    • Represents the bank in community related activities.
    • Attends educational programs/seminars related to banking.

     

    Qualifications

    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. 

     

    PHYSICAL DEMANDS 
    The physical demands described here are representative of those that must be met by an employee 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 employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision.

     

    South Shore Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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