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Job Description
Job Description
Customer Solutions Specialist Mystic (NE-8)
This position is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional and ethical manner.
Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, customer solutions specialist I’s are cross-trained to fully handle operational, customer service, and consumer and business product / service tasks efficiently and effectively.
In addition, customer solutions specialist I’s will serve in a leadership role and are experts in the areas of small business, technology, and consumer lending.
ACCOUNTABILITIES / RESPONSIBILITIES :
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.
Makes business development calls to area businesses and refers commercial loans and cash management services to business partners.
Maintains expert knowledge of Bank’s products and services. Identifies and actively engages customer in determining needs and goals.
Recommends and creates customized solutions - opens and processes all types of consumer and business deposit accounts, consumer, retirement, and small business credit solutions.
Participates in business development, onboarding and retention activities. Refers to a business partner as appropriate.
Able to interview loan applicants objectively, recommend appropriate consumer loan, credit card, equity loan, some residential and small business products based on needs and ability to repay.
Follow consumer and small business loans from application to closing efficiently and accurately. Refers to MLO’s as appropriate.
Earn and then annually satisfy the SAFE MLO testing requirements for NMLS registration.
Provides input for performance reviews, training milestones, and promotional recommendations.
Balances vault and ATM cash and branch.
Ensures the security of various systems and cash storage. Maintains building keys, security and vault combinations with opening / closing responsibilities.
Serves in an on-call capacity for ATM and alarm systems.
POSITION REQUIREMENTS : A.S. or equivalent; 3 plus years of cash handling, customer service, lending, supervisory, and problem solving experience required.
Must demonstrate effective coaching experience and be able to train and motivate Financial Care Professionals. Successful completion of the small business, technology, leadership and residential lending training milestones.
Effective customer service, verbal & written communication, math, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including computer.
Able to lead by example effective coaching and mentoring skills essential. Tech-savvy use of and able to demonstrate features of banking technology with customers using a variety of tools.
Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Activity learns, demonstrates, and fosters the Chelsea Groton Bank culture.
Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.
In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, MLOs at Chelsea Groton Bank must satisfy certain professional state-licensing requirements prior to engaging in loan origination activities on behalf of Chelsea Groton Bank.
SUPERVISORY SCOPE : None
INDEPENDENT ACTION : Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor.
COMPLIANCE : Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.
Last updated : 2024-07-10
Full Time
$71k-85k (estimate)
07/12/2024
07/17/2024
chelseagroton.com
MYSTIC, CT
50 - 100
1854
Private
PATTI RODGERS
$10M - $50M
The job skills required for Solution specialist include Products and Services, Leadership, Presentation, Customer Service, Problem Solving, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Solution specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Solution specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Solution specialist positions, which can be used as a reference in future career path planning. As a Solution specialist, it can be promoted into senior positions as an Integrated Solutions Engineer II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Solution specialist. You can explore the career advancement for a Solution specialist below and select your interested title to get hiring information.