Banking Specialist I
Stoneham, MA 
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Posted 9 days ago
Job Description

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

Banking Specialist I - Stoneham, MA

Part-Time: 25 to 28 hours per week-

8 hours on Monday, Wednesday, Friday, and 4 hours on Saturday

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. The Banking Specialist I is flexible to work all hours that the branch is open, including Saturday mornings at either branch.

Key Responsibilities:

  • 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).
  • Attend staff meetings, sales meetings, training, or other sessions as designated or recommended by members of management.
  • 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, Voice Response, ATM etc.).
  • Perform other duties as assigned by Bank management. This may include acting as a fill-in for other retail positions when assigned to other branches.
  • Documents all work in detail to aid in future research.
  • 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):

Cash handling experience, preferably two years of work experience in a financial service environment, technology savvy with the ability to use and understand both windows and apple tablet. 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.

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:

Dental Insurance

Vision Insurance

401K with matching contributions

Performance Incentive Plan

Free Parking

Paid Vacation Personal, Sick, Holiday, Bereavement

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


StonehamBank is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Member FDIC. Member DIF

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Part Time
Required Experience
2+ years
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