Regional Banking Center Specialist - Part time
Posted on: August 5, 2022
Job Description Welcome to PeoplesBank! We are the largest
mutually chartered bank in Western Mass and Connecticut and a
leader in green values, sustainable energy financing, and
charitable giving. We operate in the best interest of our customers
and strive to be an inclusive and engaging work environment. We
offer excellent compensation, workplace flexibility, and a
competitive benefits package to our associates. Our award-winning
culture has earned us recognition as Best Place to Work and Best
Local Bank. Come join our team of dedicated and innovative
individuals and contribute to our dynamic, successful
organization.Summary: Demonstrates advanced knowledge and
proficiency in providing exceptional customer service with emphasis
on relationship development, market share growth, and regulatory
compliance. Trains and mentors new team members in all aspects of
the position, assisting with complex transactions, approving
exceptions and providing overrides as appropriate. Essential Duties
and Responsibilities include the following. Other duties may be
- Provides an exceptional customer experience with emphasis on
relationship development, market share growth, and regulatory
- Uses comprehensive knowledge of all bank products and services
to evaluate customer needs and make appropriate recommendations to
ensure customer satisfaction and a positive experience. Identifies
opportunities for relationship retention and growth, including
digital services, product options, and alternative programs.
- Recognizes relationship deepening opportunities and refers
customers to internal and external business partners including but
not limited to Peoples Wealth Advisory Representatives, Mortgage
Consultants, Business Banking/Cash Management Officers, Commercial
Lending, Payroll Services and Merchant Services as
- Identifies and analyzes service issues, resolving them to the
customer's satisfaction in accordance with bank-wide and department
standards. Performs overrides and makes policy exceptions based on
evaluation of customer relationship, and financial and reputational
risk to the bank. Uses all resources to escalate and resolve
complex issues. Addresses, researches and responds to customer
complaints, documenting the resolution per PeoplesBank policy.
- Reviews and approves exceptions and overrides transaction
restrictions for BCS associates as appropriate, using detailed
knowledge of operating procedures, regulatory requirements, and
established banking center guidelines. Seeks management guidance
for issues with no clear precedent.
- Accurately completes all customer sales and service functions,
including new deposit and loan account origination, account
maintenance, transaction processing, and handling negotiable items.
Utilizes detailed knowledge of all bank policies and regulatory
requirements to ensure error-free processing and compliance.
- Operates a cash box / recycler, and serves as Vault, ATM and/or
Coin Machine custodian as needed. Accurately processes entries and
reconciles cash, checks and negotiables at end of shift within
Retail guidelines and performance standards.
- Completes all yearly compliance training and testing and
complies with bank policies and procedures, and federal and state
- Obtains and verifies necessary information to complete
applications, logs, BSA and CIP forms, and any other documentation
as required by policy or regulation.
- Acts as Safe Deposit custodian, including opening and closing
safe deposit contracts and providing access per bank
- Demonstrates thorough knowledge of all PeoplesBank products and
services, and satisfactorily completes annual product knowledge
- Represents the bank in a professional manner. Responds to
incoming calls in accordance with department service standards.
Communicates effectively verbally and in email, memos and business
- Participates in financial education and bank-at-work events at
off-site locations. Assists with business development, sales
management and community engagement activities to support
achievement of assigned banking center goals.
- Utilizes advanced knowledge of bank policies, procedures, and
regulatory requirements to train and assists team members in all
aspects of the position.
- May be designated as a key-holder, assigned to open and/or
close the Banking Center, ensuring service and security standards
are maintained.Education and/or Experience: Bachelor's degree (B.
A.) from four-year college or university; or one to two years
related experience and/or training; or equivalent combination of
education and experience.Reasoning Ability: Ability to apply common
sense understanding to carry out instructions furnished in written,
oral, or diagram form. Ability to deal with problems involving
several concrete variables in standardized situations.Certificates,
Licenses, Registrations: Valid U.S. Driver's License. Notary Public
commission by the Commonwealth of Massachusetts and/or State of
Connecticut. Federal NMLS Registration.Computer Skills: Knowledge
of computer applications including Word, Excel. Ability to use
basic computer skills to enter and/or retrieve data.Other skills
and knowledge: Detailed knowledge of bank products and services,
and PeoplesBank Relationship Building service and sales practices.
Knowledge and required acknowledgement of regulations including but
not limited to: Reg CC, Reg DD, Privacy, Security, Reg CC, BSA,
Fair Lending, CIP, Reg E.Work Environment and Physical Demands: The
working conditions and physical demands described here are
representative of those that must be met by an associate to
successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.Frequent travel to
and from various banking centers and Executive office is a
requirement of the Regional Banking Center Specialist position.
Associate must have a valid U.S. driver's license and reliable
transportation.While performing the duties of this job, the
associate is regularly required to sit, use hands to sort, write
and keyboard, and to listen and speak. The associate is frequently
required to reach, walk, stoop, crouch. The associate is
occasionally required to stand, lift, bend, drive and travel.The
associate may work offsite at community, financial education and
bank-at-work events several times a year, and occasionally makes
business calls with the Banking Center Manager. Heavy volume during
peak times, including the first and third of each month.
Keywords: PeoplesBank, Springfield , Regional Banking Center Specialist - Part time, Accounting, Auditing , Holyoke, Massachusetts
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