Banking Advisor

Job overview

The Banking Advisor role is onsite in Greenfield, MA. Compensation is not specified. The advisor supports Greenfield Savings Bank branch operations and customer service. This role provides customers with a single point of contact where possible, handles routine transactions and requests, and advises customers on products and services. It also supports relationship-based sales, referrals, and branch goals while following bank policies and legal guidelines.

What you'll do

• Provide professional customer service in person and by phone
• partner with other business lines on customer referrals
• process deposits, withdrawals, payments, wires, fraud and debit-card requests, research, and consumer and small-business accounts
• advise customers on products and services
• support relationship-based selling and individual sales and service goals
• follow bank policies and legal guidelines
• contribute to a positive team environment.

What we're looking for

Skills & competencies

banking advisor

greenfield ma

greenfield savings

branch operations

customer service

banking

financial services

teller transactions

new accounts

relationship-based sales

customer referrals

full-time

Work arrangement

• Weekend coverage required

Why this role

Branch platform duties combine customer service, routine transactions, account support, and relationship-based sales.

About the employer

Greenfield Savings is hiring for this role. Industry: Commercial Banking. Sector: 52.