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Financial Services Representative II

Cape Cod Five Cents Savings Bank
Job Description

GENERAL SUMMARY: In this customer facing role, the Financial Services II will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and basic banking transactions at a full-service Cape Cod Five Retail Bank location in Chatham, MA, .


  1. Develops rapport with customers, greeting customers by name, understand       account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
  2. Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
  3. 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
  4. Safeguards customer trust by upholding duty of customer confidentiality
  5. Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
  6. Must comply with all required regulations, guidelines, and policies
  7. Timely completion of all assigned learning activities
  8. Actively participate in branch meetings and one-on-one coaching sessions
  9. Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
  10. Learns to fulfill all branch closing activities
  11. Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
  12. Proficient in determining customer’s existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
  13. Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
  14. Assists customers in preparing loan applications for home equity products and personal loans
  15. Participation/volunteerism in community groups and events
  16. Additional duties as assigned


  • High School Diploma or G.E.D. required
  • Associates Degree or pursuing higher education degree


  • Minimum one year cash handling experience preferred
  • Minimum one year customer service experience
  • Eligible for NMLS registration
  • Prior customer relationship building experience
  • Must have cyber security awareness to protect the digital environment, the Bank, and customers


  • 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