About Company
Chelsea Groton Bank is a mutually owned bank headquartered in Groton, Connecticut. With a rich history dating back to 1854, we are deeply committed to serving the financial needs of individuals, families, and businesses throughout New London County and beyond. As a true community bank, our mission extends beyond traditional banking services; we are dedicated to fostering economic growth, supporting local initiatives, and empowering our neighbors through financial literacy programs and active community development. We pride ourselves on building enduring relationships, offering personalized service, and providing innovative banking solutions that adapt to the evolving needs of our customers. Our employees are our greatest asset, and we foster a collaborative, inclusive, and supportive environment where talent is recognized, and career growth is encouraged. Join a team that genuinely cares about making a positive impact in the lives of our customers and the vitality of our community.
Job Description
Are you a natural communicator with a passion for building lasting relationships and driving customer success? Chelsea Groton Bank is seeking a dynamic and highly motivated Customer Relationship Executive to join our dedicated team in Groton, CT. In this pivotal full-time role, you will be the cornerstone of our client engagement strategy, acting as a trusted advisor and the primary point of contact for our valued customers. You’ll be instrumental in understanding their unique financial needs, guiding them through our comprehensive suite of banking products and services, and ensuring their journey with us is exceptional from start to finish. This role goes beyond traditional banking; it’s about forging genuine connections and empowering individuals and businesses within our vibrant community.
At Chelsea Groton Bank, we believe in fostering deep, meaningful connections that stand the test of time. This isn’t just about transactions; it’s about life-long partnerships built on trust, transparency, and mutual respect. As a Customer Relationship Executive, you will be empowered to delve into the heart of our customers’ financial aspirations, offering tailored solutions that genuinely impact their lives and businesses. You will proactively identify opportunities for growth, address inquiries with precision and empathy, and continuously seek ways to enhance their overall banking experience. This role demands a proactive approach, exceptional problem-solving capabilities, and an unwavering commitment to delivering service excellence that exceeds expectations.
You will collaborate closely with various internal departments, including lending, wealth management, and operations, to deliver seamless and integrated financial solutions. Your expertise will not only help retain our existing customer base by ensuring their satisfaction and loyalty but also play a crucial role in attracting new clients through proactive outreach, referrals, and active community engagement. We are looking for an individual who thrives in a collaborative environment, possesses a strong business acumen, and is eager to contribute significantly to the financial well-being and economic vitality of our local community. Continuous learning and professional development are encouraged, as we support our team members in growing their careers and expertise. If you are passionate about making a tangible difference, fostering trust, and being part of a forward-thinking institution that values its people and its customers above all else, then we invite you to explore this exciting opportunity. Join Chelsea Groton Bank and help us continue our proud legacy of service, innovation, and unwavering community partnership.
Key Responsibilities
- Develop and maintain strong, long-lasting relationships with a diverse portfolio of customers, acting as their primary point of contact.
- Understand customer financial needs and goals through in-depth conversations and provide tailored recommendations for bank products and services (e.g., deposits, loans, investments, digital tools).
- Proactively identify opportunities to deepen customer relationships and expand product utilization, contributing to the bank's growth objectives.
- Resolve customer inquiries, issues, and complaints promptly and efficiently, ensuring a high level of satisfaction and retention.
- Collaborate with internal partners, including lending specialists, wealth advisors, and branch managers, to deliver comprehensive financial solutions.
- Stay informed about market trends, competitor offerings, and regulatory changes to provide accurate and relevant advice to customers.
- Represent Chelsea Groton Bank positively in the community, participating in events and networking activities to build brand awareness and foster new business relationships.
- Maintain meticulous records of customer interactions, transactions, and service activities using the bank's CRM system and other internal tools.
- Adhere to all bank policies, procedures, and regulatory compliance standards, ensuring the highest level of ethical conduct.
Required Skills
- Proven experience in a customer-facing role, preferably within banking or financial services.
- Exceptional interpersonal and communication skills, both written and verbal, with the ability to articulate complex financial information clearly.
- Strong ability to build rapport and trust quickly with a diverse clientele.
- Excellent problem-solving, analytical, and negotiation abilities.
- Demonstrated sales acumen with a client-centric approach, focused on understanding and meeting customer needs.
- Proficiency in CRM software and standard office applications (e.g., Microsoft Office Suite).
- Ability to work independently, manage multiple priorities, and thrive as part of a collaborative team.
- High degree of professionalism, integrity, and discretion when handling sensitive customer information.
Preferred Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- 2+ years of experience in a relationship management, account management, or customer service leadership role within the financial industry.
- In-depth knowledge of banking products, services, and relevant regulatory requirements.
- Active participation in community organizations or professional networks.
- Experience with digital banking platforms and solutions.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) retirement plan with generous company match.
- Paid time off (vacation, sick leave, holidays) and paid parental leave.
- Tuition reimbursement and extensive continuous professional development opportunities.
- Employee assistance program and wellness initiatives.
- Opportunity for career growth and advancement within a stable and respected financial institution.
- Active community involvement opportunities and volunteer programs.
How to Apply
If you’re ready to make a significant impact and grow your career with a community-focused financial institution, we encourage you to apply. Please click on the application link below to submit your resume and cover letter. We look forward to reviewing your application!