Senior Banking Specialist
Not Disclosed•Full-TimeOn-site
location_onOld Burying Ground, Oriental Court, Central Square Historic District, Stoneham, Middlesex County, Massachusetts, 02180, United States
About StonehamBank
At StonehamBank, "More" isn't just a promise to our customers — it's how we show up for each other. We work as one team, grounded in trust and driven by service, always striving to deliver more value, more support, and more impact in our communities. Our history gives us strength, and our culture empowers us to keep moving forward — together.
About the Role
The Senior Customer Contact Center Specialist serves as the first line of support for our customers, providing exceptional service through multiple channels including phone, video banking, chat, text, and email. This role is designed for a professional who thrives in a collaborative environment and is committed to upholding the bank's core value of SERVICE.
In this position, you will act as a vital link between our customers and the bank's extensive product offerings. You will resolve inquiries, perform account maintenance, and educate customers on digital banking tools like mobile and online banking. Beyond daily operations, you will serve as a backup to the Montvale Branch, offering front desk support when needed, and participate in community engagement activities such as volunteering with local schools and nonprofit organizations.
Equal Opportunity Employer
StonehamBank is an Equal Opportunity Employer. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. We are committed to fostering a diverse and inclusive workplace where everyone can succeed.
Work location
Work model: On-site
Old Burying Ground, Oriental Court, Central Square Historic District, Stoneham, Middlesex County, Massachusetts, 02180, United States
Stoneham, Massachusetts
Key Responsibilities
- check_circleResolve customer inquiries and perform account maintenance tasks such as wires and debit disputes
- check_circleAssist and educate customers on digital banking tools including video and mobile banking
- check_circleOpen and process new customer accounts while offering solutions to existing customers
- check_circleConduct outbound calls for customer retention, promotional campaigns, and risk initiatives
- check_circleMaintain confidentiality and adhere to internal control and cybersecurity procedures
- check_circleRefer customers to appropriate departments based on their specific financial needs
- check_circleParticipate in community engagement activities and volunteer programs aligned with bank values
Requirements
- verifiedAssociate's degree or minimum 3 years experience in financial services
- verifiedProficient in Microsoft Word, PowerPoint, Excel, and internet applications
- verifiedIn-depth knowledge of bank policies, procedures, and state/federal regulations
- verifiedTechnologically proficient with ability to navigate multiple communication platforms
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Word, Powerpoint, Excel, Internet Applications, Video Banking, Online Banking, Mobile Banking, Atm Usage, Wires, Debit Disputes.
Education: Associate's degree or equivalent experience.
Frequently asked questions about Senior Banking Specialist at StonehamBank
What does a Senior Banking Specialist at StonehamBank do?expand_more
A Senior Banking Specialist at StonehamBank is responsible for the following: Resolve customer inquiries and perform account maintenance tasks such as wires and debit disputes; Assist and educate customers on digital banking tools including video and mobile banking; Open and process new customer accounts while offering solutions to existing customers; and Conduct outbound calls for customer retention, promotional campaigns, and risk initiatives.
What are the requirements for this Senior Banking Specialist role?expand_more
StonehamBank is looking for candidates who meet the following requirements: Associate's degree or minimum 3 years experience in financial services; Proficient in Microsoft Word, PowerPoint, Excel, and internet applications; In-depth knowledge of bank policies, procedures, and state/federal regulations; and Technologically proficient with ability to navigate multiple communication platforms.
Where is the Senior Banking Specialist role at StonehamBank located?expand_more
Senior Banking Specialist at StonehamBank is based in Old Burying Ground, Oriental Court, Central Square Historic District, Stoneham, Middlesex County, Massachusetts, 02180, United States. This is a on-site role.
Is this Senior Banking Specialist job remote, hybrid, or on-site?expand_more
StonehamBank has listed this Senior Banking Specialist role as on-site.
How much experience is required for this Senior Banking Specialist role?expand_more
Senior Banking Specialist at StonehamBank typically requires 3+ years of relevant experience at the senior level.
What skills do you need for the Senior Banking Specialist role at StonehamBank?expand_more
Key skills for Senior Banking Specialist at StonehamBank include Microsoft Word; Powerpoint; Excel; Internet Applications; Video Banking; Online Banking; Mobile Banking; and Atm Usage.
What education is required for Senior Banking Specialist at StonehamBank?expand_more
Educational requirements for this role: Associate's degree or equivalent experience.
What category does the Senior Banking Specialist role belong to?expand_more
Senior Banking Specialist at StonehamBank is part of the customer services job category on Recrutus.
About StonehamBank
StonehamBank operates as a full-service community bank headquartered in Stoneham, MA, serving the banking industry with a focus on local financial needs. The institution provides a comprehensive range of modern products and services designed for both individual residents and business entities across eastern Massachusetts and southern New Hampshire. These offerings include progressive financial solutions and convenience tools tailored to meet the evolving demands of its customer base in the region.
Beyond standard financial operations, StonehamBank maintains a strong commitment to community engagement through its dedicated Community Involvement Program and Charitable Foundation. The organization prioritizes giving back to the areas it serves, fostering local growth and support. By combining accessible banking services with active philanthropy, the bank establishes itself as a stable financial partner for the communities of Stoneham and the surrounding New England territories.
Browse more roles: All StonehamBank jobs, customer services jobs on Recrutus.