Banking Advisor
Lowell Five Bank

Job Order #: 17348354

Tewksbury, MA 01876

Full Time

40 hours per week

POSTED 7/26/2022

EXPIRES 10/24/2022

Job Description

Banking Advisors
TEWKSBURY, MA

40  hours per week

POSITION SUMMARY
Based in our Corporate Headquarters, Banking Advisors provide phone and email support for internal and external clients. Primarily assists callers with inquiries and resolves problems with Lowell Five solutions, cross sells Bank products and services, and makes referrals while working to meet individual and team growth goals.
ABOUT LOWELL FIVE
With nearly $1.7 billion in assets, over 200 employees and 15 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region. We provide support of, and our employees are engaged in, a myriad of leadership roles for numerous community boards and organizations. We are proud of the longevity of our employees and we are committed to finding new talent for our team. We offer career development and educational programs to support personal and professional growth along with a benefit package that supports each employee?s best life. For more information, please visit www.lowellfive.com.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Handles incoming phone calls and emails from clients
Maintains knowledge of Bank solutions and communicates them effectively to clients
Makes outbound calls to our client base in an effort to deepen relationships and meet individual and team growth goals
Actively listens to clients in order to advise and consider referral opportunities; connects callers to appropriate Bank personnel for more complex matters and follows up as necessary
Utilizes Salesforce to create cases, referrals, and notes to enhance the customer experience and collaborate with multiple departments across the Bank
Opens new deposit accounts for existing clients
Provides limited back office support to the branch network during extended hours
Sends client correspondence
Supports the wire transfer process
Submits new consumer loan applications
Completes change of address confirmations
Completes dormant account maintenance
Processes Abandoned Property
REQUIREMENTS
Prior call center experience; banking experience preferred
Willingness and aptitude to learn new systems as required to support Bank growth and expansion of services
Excellent verbal and written communication skills with the ability to be concise, clear and consistent; pleasant tone of voice on the phone
Ability to build rapport and maintain relationships
Detail-oriented with excellent time management and organizational skills
Ability to multi-task, prioritize, and adapt to change
Capable of working independently and solving problems
Team player with strong desire to offer exceptional customer service
Knowledge of Microsoft Office, including Word, Excel, Outlook
Willingness to have flexibility in your work schedule
Ability to work for prolonged periods of time at a desk and working on a computer
Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change over time.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

NO SALARY GIVEN

Please email resumes to Marianne.Segool@MasshireLowellCC.com and then we will have you fill out the online application also.

How To Apply

Please email resume to Marianne.Segool@MasshireLowellCC.com so we can review/forward your resume, and candidates will then need to fill out an application directly on the website

Address

Several locations
Tewksbury, MA 01876

Get Directions

Shift

First

Not Specified

Per Diem Position

Not Specified

Union Position

No

Apprenticeship

No

Pay

Not Specified

Benefits

  • Major Medical
  • Vision Insurance
  • Dental Insurance
  • Life Insurance
  • 401K
  • Vacation Leave
  • Sick Leave
  • Bonuses
  • Education Cost Reimbursement
  • Paid Holidays
  • Short Term Disability Leave
  • Long Term Disability Leave

Benefit Details

Name

MassHire Lowell Career Center

Title

Not Specified

Email

Marianne.Segool@MasshireLowellCC.com

Phone

Not Specified

Address

107 Merrimack Street
Lowell, MA 01852

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