Financial Services Representative Supervisor I Harwich Port

Company: Cape Cod Five Cents Savings
Location: Harwich Port
Posted on: May 3, 2021

Job Description:

The Financial Services Representative Supervisor I (FSR Supervisor I) provides direct customer service at a full-service branch. Assists the Banking Center Manager, Assistant Banking Center Manager, and/or FSR Supervisor II in day to day operations at the Banking Centers. Acts in a supervisory capacity for purposes of opening and closing the banking centers, and providing guidance and support to FSR's for more complex transactions requiring higher level authority. Direct customer service includes: relationship building; servicing current and potential customers; opening accounts; loan originating; managing records; servicing existing accounts; account maintenance; providing safe deposit access; customer transaction activities as needed.

• Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude (GUEST philosophy)
• Provides 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
• Fulfills all branch opening and 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
• Introduces and advises on the Bank's products and services to appropriately meet customer needs
• Proficient in determining customer's existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
• Proficient in determining customer needs and recommending to the customer the products and services that best meet their needs
• Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
• Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity products and personal loans
• Safeguards customer trust by upholding duty of customer confidentiality
• 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
• Participation/volunteerism in community groups and events
• Additional duties as assigned EDUCATION, CERTIFICATIONS: Bachelor's Degree strongly preferred OR pursuing Bachelor's Degree and minimum of two years of financial services experience Will be required to obtain NMLS registration and Notary Public designation KNOWLEDGE, SKILLS & ABILITIES:
  • Minimum one year cash handling experience required
  • Minimum two years customer service experience
  • Prior customer relationship building experience
  • Must have cyber security awareness to protect the digital environment, the Bank, and customer COMPETENCIES:
    • Financial Savviness (Conversant in all Business Lines)
    • 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

Keywords: Cape Cod Five Cents Savings, Nantucket , Financial Services Representative Supervisor I Harwich Port, Sales , Harwich Port, Massachusetts