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About the Role
This role focuses on helping customers achieve financial goals by providing professional, ethical service. You will handle operational, customer service, and product-related tasks while serving in a leadership capacity with expertise in small business, technology, and residential lending.
Responsibilities
- Provide high-level customer service and responsiveness within scope of authority.
- Engage customers through digital and public presentations, branch events, and initiatives.
- Network within the community and conduct business development calls to refer commercial loans and cash management services.
- Identify customer needs to recommend and open consumer and business deposit accounts and credit solutions.
- Interview loan applicants and manage the loan process from application to closing.
- Satisfy annual SAFE MLO testing requirements for NMLS registration.
- Provide specialized expertise in small business, technology, and residential credit.
- Assist in monitoring performance, providing feedback, and contributing to performance reviews and training.
- Process various banking transactions including deposits, withdrawals, payments, and commercial teller services.
- Assist with account maintenance, digital banking demonstrations, and notary services.
- Balance daily transactions, ATM, and branch settlements.
- Provide policy overrides and assist staff with operational duties.
- Manage branch safety, vault transactions, and cash security.
- Maintain building security, keys, and vault combinations, including on-call duties for alarms.
- Ensure accurate transaction processing and documentation.
- Adhere to all regulatory compliance policies and procedures.
Requirements
- Associate degree or equivalent experience.
- 3+ years of experience in cash handling, customer service, lending, supervision, and problem-solving.
- Demonstrated ability to coach, train, and motivate staff.
- Successful completion of small business, technology, leadership, and residential lending training milestones.
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
- Ability to lift up to 15 pounds on an interim basis.
- Flexibility to bend, reach, and move to various locations including the vault.
- Must satisfy professional state-licensing requirements under the SAFE Act.
Skills
- Customer service
- Verbal and written communication
- Mathematical aptitude
- Problem-solving
- Organizational skills
- Coaching and mentoring
- Banking technology proficiency
- Detail-oriented
- Multi-tasking
Location
- Pawcatuck, CT
Work Type
- Full-time
Experience Level
- 3+ years of experience
Education Level
- Associate degree or equivalent
About the Company
- Chelsea Groton Bank