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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

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