Senior Relationship Specialist

BankProv:

BankProv is the nations 10th oldest bank proudly rooted in a legacy of trust and reliability. As a full-service commercial bank we offer a unique blend of traditional banking services and innovative financial solutions tailored to meet the evolving needs of our diverse clientele. We provide fully insured business accounts advanced cash management tools and a variety of lending options including small business commercial real estate business acquisition finance and mortgage warehouse facilities.

Our commitment to our community goes beyond banking. We are dedicated to fostering financially strong and thriving communities investing in our clients success and supporting the growth of local businesses. As a subsidiary of Provident Bancorp Inc. (NASDAQ: PVBC) we leverage our heritage and forward-thinking approach to make a positive impact.

Our culture at BankProv is built on a foundation of core values: collaboration empathy courage and innovation. We believe in working together to achieve common goals understanding and addressing the needs of our clients and colleagues taking bold steps to overcome challenges and constantly seeking new ways to improve and evolve. We are looking for tech-savvy individuals who share our values and are eager to help us drive the future of banking.

BankProv operates within the Entrepreneurial Operating System (EOS) model embodying an entrepreneurial spirit that drives us to be curious embrace change and push beyond our comfort zones. Join us as we shape the future of banking.

Position Summary:

The Senior Relationship Specialist is responsible for providing a high level of customer service ensuring accuracy in transactions and supervising a team of bankers. They perform regular teller duties handle escalated client concerns and open new deposit accounts. Senior Relationship Specialists also play a key role in training new bankers and ensuring branch compliance with bank policies and procedures.

Additionally the Senior Relationship Specialist has the ability to manage client relationships identify client needs and provide tailored financial solutions to meet those needs. They are key contributors to the branchs success by driving sales and the client experience.

Essential Job Functions:

Client Experience:

Greet customers warmly and assist with their inquiries regarding accounts products and services.

Provide accurate information about banking products such as personal and business checking accounts and savings accounts. Address and resolve client concerns and complaints in a professional manner.

Assist clients with transactions including deposits withdrawals check cashing payments and wire transfers. Handle escalated client issues and resolve discrepancies effectively.

Team Leadership:

Oversee the day-to-day activities of the banker team ensuring transaction accuracy and that all policies and procedures are followed.

Provide feedback and guidance to ensure high performance and adherence to client experience standards.

Train new team members on banking procedures client experience and regulatory requirements. Serve as a mentor for less experienced team members providing ongoing support and development.

Operational Compliance:

Works closely with the Relationship Manager to oversee daily branch operations. Manage the branchs cash vault including counting balancing and maintaining appropriate cash levels. Ensures compliance with all bank policies procedures and regulatory requirements.

Perform end-of-day balancing for the vault and work closely with the Relationship Manager and Relationship Officer on any discrepancies.

Conducts audits to ensure operational compliance and efficiency.

Sales and Referrals:

Identify client needs and recommend appropriate banking products and services.

Cross-selling of financial products. Participate in sales campaigns and work towards achieving individual and branch targets.

Refer clients to branch leadership for cash management services and lending opportunities.

Preferred Knowledge Skills and Abilities:

Comprehensive understanding of compliance and branch operations.

Confidence with branch opening and closing procedures.

Strong understanding of all transactional and account opening requirements and procedures.

Ability to educate clients and coach team on the features and benefits of BankProv.s products

Strong problem-solving and decision-making abilities.

Sales-oriented with a focus on contributing to branch targets.

Advanced ability to handle cash and process financial transactions with a strong attention to detail

Ability to problem-solve effectively with a client first mindset.

Strong written and verbal communication skills and the ability to effectively communicate with clients and colleagues.

Ability to work effectively within a team environment.

Strong organizational skills with the ability to prioritize tasks.

Basic math skills and proficiency with computers and bank software.

Comfortable assisting clients over the telephone.

Embraces BankProv.s core values of Empathy Courage Collaboration and Innovation

Preferred Education and Experience:

High school diploma or GED is required.

Minimum of two years of retail banking experience.

Previous supervisory experience is a plus.

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing duties of this job employees may occasionally be required to stand; walk; sit; use hands or feel objects tools or controls; reach with hands and arms; speak clearly and hear efficiently. Employees may occasionally lift and/or move up to or in excess of 10 pounds. Specific vision abilities may be required by the job include close vision distance vision color vision peripheral vision depth perception and the ability to adjust focus. Prolonged periods of sitting at a desk and working on a computer.

Travel:

Availability to travel on short notice to meet immediate business needs may be required.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

BankProv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin or protected veteran status and will not be discriminated against based on disability. If you need assistance or accommodation completing the employment application please contact us at and we will gladly assist you.