Financial Services Representative II Nantucket

Company: Cape Cod Five Cents Savings
Location: Nantucket
Posted on: April 30, 2021

Job Description:

GENERAL SUMMARY: In this customer facing role, the Financial Services Representative II will provide exceptional customer care to the Bank's customers assisting them with transactions, inquiries, problem resolution and banking transactions at full-service Cape Cod Five Retail Bank locations. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

• Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
• Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
• Performs basic banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
• Safeguards customer trust by upholding duty of customer confidentiality
• Works to develop a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs
• Must comply with all required regulations, guidelines, and policies
• Timely completion of all assigned learning activities
• Actively participate in branch meetings and one-on-one coaching sessions
• Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
• Learns to fulfill all banking center closing activities
• Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
• Proficient in determining customer's existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
• Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
• Assists customers in preparing loan applications for home equity products and personal loans
• Participation/volunteerism in community groups and events
• Additional duties as assigned EDUCATION, CERTIFICATIONS:
  • High School Diploma or G.E.D. required
  • Associates Degree or pursuing higher education degree KNOWLEDGE, SKILLS & ABILITIES:
    • Minimum one year cash handling experience preferred
    • Minimum one year customer service experience
    • Eligible for NMLS registration
    • Prior customer relationship building experience
    • Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES:
      • Problem Solving
      • Relationship Building Skills
      • Proficient Verbal and Written Communication Skills
      • Critical Thinking Skills
      • Courage
      • Technology Savviness/Digital Enthusiast
      • Financial Comprehension
      • Adaptability and Flexibility
      • Sales Aptitude
      • Eager Learner
      • Learning Agility
      • Superior Customer Service
      • ZR

Keywords: Cape Cod Five Cents Savings, Nantucket , Financial Services Representative II Nantucket, Accounting, Auditing , Nantucket, Massachusetts