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Retail Relationship Specialist

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Retail Relationship Specialist in Portsmouth, New Hampshire

Location: Portsmouth, New Hampshire

Come and work with us at Kennebunk Savings. We value your professional expertise and appreciate you as a member of the community. You can be yourself here and use your passions, knowledge, and skills to help customers and advance your career. Is it any surprise we love what we do? We think you will, too.

What does a Retail Relationship Specialist do?

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 Bank’s commercial lending group at the 3 Pleasant Street office.  The Retail Relationship Specialist 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.

male on phone working in office

Essential Functions

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 Group’s 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 Bank’s retail products and services and related current sales promotions. Also maintains working knowledge of Bank’s 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 Group’s 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

Desired Certifications & Licenses

  • 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

Other details

  • Job family: Banking
  • Pay Type: Hourly
  • Travel Required: No
  • Required Education: High School Diploma

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.