What are the responsibilities and job description for the Personal Banking Advisor position at South Shore Bank?
Description
Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Child Care Subsidy, Retirement, Pension, Life Insurance and many other benefits.
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.
Essential Duties And 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
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.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
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.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing 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 occasionally works near moving mechanical parts. The noise level in the work environment is usually moderate.
KEY POINTS
It has been and will continue to be the policy of South Shore Bank to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service, or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state, or local laws.
At South Shore Bank, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. We believe in Shared success and We before Me. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
EOE/F/M/Vet/Disabled.
Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Child Care Subsidy, Retirement, Pension, Life Insurance and many other benefits.
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.
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.
- Represent the bank in community related activities.
- Attend educational programs/seminars related to banking.
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
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.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
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.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing 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 occasionally works near moving mechanical parts. The noise level in the work environment is usually moderate.
KEY POINTS
It has been and will continue to be the policy of South Shore Bank to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service, or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state, or local laws.
At South Shore Bank, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. We believe in Shared success and We before Me. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
EOE/F/M/Vet/Disabled.
