Dedham Savings

Advisor

• Assist and advise clients through Face2Face (ITM), video calls, phone calls, chat, and email
• Process financial transactions and perform account maintenance and password resets
• Promote the Bank’s products and services to external and internal clients and consumers
• Assist clients with new account services, account additions, changes, and online account opening
• Identify sales opportunities and cross-sell through electronic delivery systems
• Respond to inquiries and resolve client questions, issues, and complaints
• Monitor and work within a team environment to handle queues within departmental standards
• Provide high-quality client service and maintain a professional image of the Bank
• Review electronic banking reports and process them as applicable
• Maintain pending online account opening applications
• Achieve individual and departmental goals
• Complete customer research requests
• Use supervisory authority appropriately for certain product transactions
• Complete assigned internal Company training
• Safeguard sensitive information and comply with privacy, data security, and relevant regulatory requirements
• Protect confidential financial data and maintain knowledge of banking platforms, policies, and compliance priorities
• Participate in ongoing training and development on digital banking technologies and best practices
• Adhere to the CARE model: Client Focus, Accountability, Respect, and Excellence
• Perform other related or unrelated duties as assigned

Explore Virtual Banking Advisor – I at Dedham Savings. Review requirements and application details.