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Financial Services Representative Supervisor I

Expired Job

Cape Cod Five Cents Savings Chatham , MA 02633

Posted 2 months ago

The Financial Services Representative Supervisor I (FSR Supervisor I) provides direct customer service at a full-service branch. Assists the Branch Manager, Assistant Branch Manager, and/or FSR Supervisor II in day to day operations at the Branch. Acts in a supervisory capacity for purposes of opening and closing the Branch, 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

KNOWLEDGE, SKILLS & ABILITIES:

  • Minimum one year cash handling experience required

  • Minimum two years customer service experience

  • NMLS registration required

  • 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

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Financial Service Representative Supervisor II

Cape Cod Five Cents Savings

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VIEW JOBS 10/11/2018 12:00:00 AM 2019-01-09T00:00 The Financial Services Representative Supervisor II (FSR Supervisor II) provides direct customer service at a full-service branch. Assists the Branch Manager and Assistant Branch Manager in supervising the branch. Supervises Financial Service Rpresentatives. 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. * Provides backup to Assistant Branch Manager * Must demonstrate good management and leadership skills * Responsible for supervising FSR I and FSR II's * 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 KNOWLEDGE, SKILLS & ABILITIES: * Minimum one year cash handling experience required * Minimum two years customer service experience * NMLS registration required * Prior customer relationship building experience * Supervisory Aptitude * Must have cyber security awareness to protect the digital environment, the Bank, and customers 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 * Leadership Cape Cod Five Cents Savings Chatham MA

Financial Services Representative Supervisor I

Expired Job

Cape Cod Five Cents Savings