Float Customer Solutions Specialist (NE9): A Comprehensive Look
As a customer-centred financial institution, the Float Customer Solutions Specialist (NE9) position holds a critical role in ensuring our customers meet their financial goals, big or small. This role is based in the Norwich and Groton areas and requires a high level of professionalism, courtesy, and ethical conduct. For more information about this position, click Here.
Responsibilities of Float Customer Solutions Specialist
As a Float Customer Solutions Specialist (NE9), the primary responsibility is to provide top-notch service to our customers. This role entails performing a range of tasks, including processing banking transactions, educating customers on our bank services, and helping them enhance their financial wellbeing. These specialists are cross-trained to handle operational, customer service, and product/service tasks effectively and efficiently.
These professionals are expected to have expert knowledge in small business, technology, and consumer lending sectors. This allows them to serve in a leadership role, providing guidance and expertise in these areas.
Engagement with Customers
Float Customer Solutions Specialists engage proactively with customers both inside and outside the branch. They inform and educate customers through various experiences, including digital presentations, and assist with branch events and initiatives to provide efficient, accurate, and courteous customer service.
Community Engagement
These specialists also engage with the community through networking events and branch-coordinated events and initiatives. They make business development calls to area businesses and refer commercial loans and cash management services to business partners.
Product Knowledge and Customized Solutions
These professionals maintain expert knowledge of the bank’s products and services. They work closely with customers to identify their needs and goals and recommend and create customized solutions. They also open and process all types of consumer and business deposit accounts and credit solutions.
Loan Processing
They are equipped to interview loan applicants objectively and recommend appropriate loan products based on the applicant’s needs and ability to repay. They follow through with consumer and small business loans from the application to the closing stages, ensuring everything is done accurately and efficiently.
Operational Duties
Furthermore, these specialists perform a variety of transactions to service the customer, including processing deposits, withdrawals, payments, and check cashing. They also assist customers with account maintenance, CD renewals, address changes, research requests, check ordering, and demonstrating online and mobile banking services.
Security and Compliance
They also ensure the security of various systems and cash storage, maintain building keys, security, and vault combinations, and serve in an on-call capacity for ATM and alarm systems. They are responsible for adhering to bank policies and procedures related to regulatory compliance requirements applicable to their job function.
Position Requirements
The Float Customer Solutions Specialist (NE9) position requires an A.S. or equivalent and at least three years of experience in cash handling, customer service, lending, supervisory, and problem-solving. They must be tech-savvy, demonstrating the use of various banking technologies, and proficient in Microsoft Word, Excel, Outlook, and PowerPoint software applications. Beyond that, they need to demonstrate effective coaching experience, training, and motivating Financial Care Professionals.
In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, these professionals must satisfy certain professional state-licensing requirements before engaging in loan origination activities on behalf of the bank.
Supervisory Scope and Independent Action
While they do not directly supervise anyone, they work within established guidelines and follow specific procedures. They refer problems to their immediate supervisor and are responsible for adhering to bank policies and procedures relating to regulatory compliance requirements applicable to their job function.
