[Close] 

Financial Services Representative Supervisor I

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



Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Financial Services Representative Supervisor I
Plymouth, MA Cape Cod Five Cents Savings
Financial Services Representative I
Acton, MA TD BANK GROUP
Financial Services Representative I
Centerville, MA TD BANK GROUP
Financial Services Representative I - Newton
Newton Center, MA TD BANK GROUP
Financial Services Representative I
Andover, MA TD BANK GROUP