What are the responsibilities and job description for the Senior Banking Specialist position at Stoneham Bank?
At StonehamBank, we work as a team to achieve the fundamental principles of excellence, service, and trust. Our experience has led us to what we are today, a stable institution that has progressed into the future with its own identity.
Banking Opportunities
Senior Banking Specialist– Stoneham MA
Full-Time
Position Summary:
Responsible for delivering exceptional service by assisting our customers and prospects by understanding their needs and offering solutions. Also, performs on a day to day basis, a variety of transactions to existing and prospective customers. Maintains knowledge of banks products, services and digital technology. In addition, the Floating Senior Banking Specialist has the authority to open/close the branch and sign cashier’s checks. The Floating Senior Banking Specialist is flexible to work all hours that the branch is open, including Saturday mornings at either branch.
Key Responsibilities:
- Acts in a leadership role by assisting in training, coaching, and developing branch staff through teamwork.
- Adheres to Bank’s Retail security, handling proper cash and audit procedures.
- Greeting customers with a smile, using their name, and thanking them for banking with StonehamBank
- Performing and determining customers’ needs by suggesting appropriate products or referring to the appropriate area: lending, cash management or Stoneham Financial Services.
- Processes variety of customer transactions, including but not limited to deposits, withdrawals, check cashing, issuing of bank checks, money orders, processing mortgage and loan payments, processing night deposit and ATM balancing transactions.
- Stays informed about the Bank’s Compliance and CRA efforts by reading the applicable materials and making special efforts to identify customers’ needs in this area.
- Participates in sales and performance goals. Tracks open and closed sales for Performance Incentive Plans (PIP).
- Attends staff meetings, sales meetings, training, or other sessions as designated or recommended by members of management.
- Opens and process new customer accounts; offers solutions/opportunities to existing and prospective customers.
- Assists customers with account problems such as closing accounts, balancing checkbooks. etc.
- Answers customer questions about their account; checks cleared, current balance, holds on accounts, etc.
- Assists and educates customers on utilizing digital branch channels (e.g., Online Banking, Mobile Banking, Video Banking, ATM etc.).
- Perform other duties as assigned by Bank management. This may include acting as a fill-in for other retail positions when assigned in other branches.
- Documents all work in detail to aid in future research.
- Assists customers with submitting loan applications.
- Comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique Identifies from NMLS.
- Assists with Home Equity closings.
- Maintain a current notary public certificate.
- Participates in Community Events such as volunteering for local schools, neighborhood associations, government, and/or nonprofit organizations which is part of StonehamBank’s Values “SERVICE”.
- May participate in Board Meetings from time to time.
Minimum Qualification (Education, Experience and Skills):
Associate degree or five years of work experience in a financial service environment, able to make good sound decisions, technology savvy with the ability to use and understand both windows and apple tablets. i.e. iPad, Mobile and Surface, knowledge of bank policies and procedures as well as state and federal rules and regulations. Cash handling skills, interpersonal & relationship skills, excellent customer service skills, consultative selling skills, and must be detailed and able to multi-task in a fast-working environment. Experience with COCC preferred but not required.
Working Conditions and/or Physical Requirements 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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.): While performing the duties of this position, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms, ability to work at a PC for an extended period of time. The employee must occasionally lift and/or move up to 20 pounds. General Office/Bank Environment.
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position title. The position description is not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees classified in the position. In addition, all employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. StonehamBank, at its discretion, may modify this position description at any time.
We offer a competitive compensation package including the following:
Medical Insurance with HRA
Dental Insurance
Vision Insurance
401K with matching contributions
Performance Incentive Plan
Flexible Spending Account
Dependent Care
Life, AD&D Insurance
Free Parking
Paid Vacation Personal, Sick, Holiday, Bereavement
Wellness Programs including flu shots and Health Club membership reimbursement (through health insurance)
Voluntary programs including supplemental Short/Long Term Disability and Cancer benefits
Employee Assistance Program (legal, financial, and personal counselling)
On-site and online training classes
Employee Referral Incentive
StonehamBank is an equal opportunity employer and makes employment decisions without regard to race, color, religion, gender, sexual orientation, age, national origin, genetic information, gender identity, disability, marital status, status as a covered veteran, or any other protected status as defined by applicable state and federal laws.
EOE/M/F/Disabled/Vet
Member FDIC/Member DIF