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Financial Service Representative Supervisor II (Hyannis)

Cape Cod Five Cents Savings Bank
Job Description

 

The Financial Services Representative Supervisor II (FSR Supervisor II) provides direct customer service at a full-service branch. Assists the Branch Manager and Assistant Branch Manager in supervising the branch .  Supervises Financial Service Representatives. 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.

 

  1. Provides backup to Assistant Branch Manager
  2. Must demonstrate good management and leadership skills
  3. Responsible for supervising FSR, FSR/Teller, and Teller staff
  4. 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)
  5. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
  6. 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
  7. Fulfills all branch opening and closing activities
  8. Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
  9. Introduces and advises on the Bank's products and services to appropriately meet customer needs
  10. Proficient in determining customer’s existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
  11. Proficient in determining customer needs and recommending to the customer the products and services that best meet their needs
  12. Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
  13. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity products and personal loans
  14. Safeguards customer trust by upholding duty of customer confidentiality
  15. Must comply with all required regulations, guidelines, and policies
  16. Timely completion of all assigned learning activities
  17. Actively participate in branch meetings and one-on-one coaching sessions
  18. Participation/volunteerism in community groups and events
  19. 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
  • Supervisory Aptitude
  • Must have cyber security awareness to protect the digital environment, the Bank, and customers

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
  • Leadership

 

 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

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