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352 - Retail Relationship Specialist - Portsmouth, United States - Kennebunk Savings
Description
**352 - Retail Relationship Specialist**
Portsmouth, NH 03801, USA Req #156 Friday, March 12, 2021 *All incumbents will embrace our Quality Service Program which is focused on creating and fostering relationships; displaying a positive and energetic attitude; a willingness to be curious and innovative; and a commitment to safety and security.*
**Scope of Work**
The Retail Relationship Specialist will provide retail banking sales and service support to principals/owners of businesses that are assigned to the portfolio of the Banks commercial lending group at the 3 Pleasant Street office. The incumbent will provide a superior level of service and be highly proficient in new account opening, consumer loans or more complex customer problem resolution. This position requires a team oriented individual willing to step in to take on a variety of tasks, including those outside of their direct responsibility.
**Essential Functions (3)**
Sales :
+ Proficient in the sales of deposit and consumer loan products. Provides qualified referrals to other business lines. Meets assigned sales and referral goals
+ Ability to expertly communicate products and services to the Groups clients. Prepares all necessary documentation to open or close accounts. Processes a variety of transactions accurately and efficiently, which may include deposits, withdrawals, loan payments, wires, cash handling, etc.
+ Maintains proficient knowledge of Banks retail products and services and related current sales promotions. Also maintains working knowledge of Banks cash management and insurance products in order to facilitate qualified referrals to those business lines.
Customer Service :
+ Provides an exceptional level of service to the Groups clients by handling inquiries/issues through effective problem resolution, both accurately and efficiently
+ Builds sustainable client relationships through open and interactive communications.
Group Support :
+ Provides support and assistance to other Group staff as needed. Serves as the primary point of contact for in-person client visits and for incoming calls.
+ Prepares routine reports, as appropriate, and maintains client databases
+ Performs administrative duties as needed, and all other duties as assigned.
**Other Duties and Responsibilities:**
Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
Understands, supports and adheres to organizational policies and procedures
Consistently emphasizes the importance of teamwork in the department and company at large
Responsible for keeping abreast of company news and information
Responsible for completing required training and policy review
May serve on various committees
Willingness to take on additional tasks and duties
**Certifications/Licenses Required**
Registered with the Nationwide Mortgage Licensing System and Registry
**Desired Knowledge, Skills & Abilities:**
Proven knowledge of Banking Products and Services
Displays high level of regard for trust and confidentiality
Proficient in Microsoft Office Products
Displays strong written and verbal communication skills
Displays strong organization skills and the ability to multi-task to meet established deadlines
Demonstrates a high level of accuracy and attention to detail
Effectively uses analytical skills to solve technical, as well as, non-technical problems
Prior knowledge of banking regulations is preferred
Ability to adapt to change
**Desired Job Experience**
2+ years of experience in financial services
Experience in a professional, service focused and fast-paced environment
**Desired Education**
High school or General Education Diploma
**Working Conditions/Minimum Physical Requirements**
Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards
Dexterity of hands and fingers to operate a computer and other office equipment
Lifting and moving of moderately heavy objects on occasion
Revised 03/04/2021 External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
**Other details**
Job Family Banking
Pay Type Hourly
Travel Required No
Required Education High School
