Relationship Banker

Newburyport Bank; Portsmouth; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to enhance customer service and relationship management. This role involves a variety of responsibilities, from processing transactions to opening new accounts, all while ensuring compliance with bank policies. The ideal candidate will have a strong background in customer service and retail, with a commitment to professional growth. Join a team that values respect, fairness, and community engagement, and take your career to the next level in a supportive environment.

Qualifications

• 3+ years of retail or customer service experience, preferably in a teller role.
• Proficiency with Microsoft applications and internet-based tools.

Responsibilities

• Maintain knowledge of bank products and services to assist customers.
• Process transactions accurately and meet performance goals consistently.

Skills

Customer Service

Retail Experience

Microsoft Office Suite

Math Skills

Detail Orientation

Teamwork

Education

High School Diploma

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Description

Newburyport Bank is a premier community bank in the Greater Seacoast looking to expand our team. If you are seeking an organization who treats customers, employees, and community members with respect, fairness, and an unwavering commitment to professional growth and development, apply now.

The Relationship Banker is responsible for all customer service duties, recommendations, and Relationship Management, while reaching established goals. The Relationship Banker regularly utilizes Newburyport Bank’s Service Excellence Standards and product knowledge to develop customer relationships by performing the essential functions below.

Operational Effectiveness

· Maintains a thorough knowledge of all Newburyport Bank products, services, procedures, policies, and appropriate regulatory and compliance issues relating to daily job functions.

· Deepens relationships with new and existing customers by discussing and identifying their financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.

· Meets performance goals consistently, while actively promoting products and services to add value and create customer awareness.

· Participates in all Bank wide incentive programs and Bank business development initiatives.

· Services customers by processing a variety of transactions with minimal or no errors; including but not limited to accepting checks for cash and deposit; processing payments for loans and other services; maintaining necessary logs and processing mailed deposits; completing incoming and outgoing wire documentation.

· Issues money orders and official checks, processes coin, and orders customer checks according to Newburyport Bank policies and procedures, assessing appropriate fees for all services.

· Verifies all transactions, places holds when appropriate, and balances cash drawer upon completion of assigned shift to ensure compliance.

· Opens new Consumer and Business accounts, Certificates of Deposit, and all other ancillary products offered by the bank. Answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the system.

· Assists with ATM related issues and daily ATM balancing procedures.

· Aids with verification of incoming and outgoing cash shipments.

· Performs security function by opening and closing Bank and Vault, ensuring overall safety and security of Bank grounds.

· Maintains customer confidentially and retention of bank documents in accordance with Newburyport Bank policies.

Customer Focus

· Consistently provides superior and professional Customer Service.

· Participates in civic, social and community relations activities to promote and strengthen the image of the bank.

Requirements

Education and Experience

· Minimum of high school education or equivalent in addition to 3+ years of retail or customer service experience, preferably in a teller and or customer service role, or equivalent combination of both.

· Proficiency with Microsoft applications including Outlook, Word, and Excel. Comfortable with utilizing internet-based applications.

· Basic understanding and aptitude for math, working with numbers and cash handling.

· Demonstrated aptitude for Customer Service, and comfort level with verbal and written communications. Detail orientation and organizational skills.

· Ability to work effectively as part of a team.

Ability and willingness to work nights and weekends as requested.

Physical Requirements

· Prolonged periods of sitting at a desk and working on a computer.

· Must be able to lift up to 15 pounds at times.

Newburyport Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.

If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at [e-mail] or call 978-462-3136.

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