Banker I

Middlesex Savings Bank; Wayland (MA); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Banker I to enhance customer experiences and promote core values. This role involves engaging with customers, conducting transactions, and recommending services that meet their needs. The ideal candidate will possess strong communication and organizational skills, as well as a commitment to operational excellence. This position offers a dynamic environment where teamwork and decision-making are key to achieving performance goals. If you are passionate about providing exceptional service and building lasting relationships, this opportunity is perfect for you.

Qualifications

• High School Diploma or equivalent required.
• 6-12 months of customer service experience in banking preferred.

Responsibilities

• Develops strong customer relationships and addresses needs with appropriate products.
• Ensures compliance with security and risk protocols while providing excellent service.

Skills

Customer Service

Sales Skills

Communication Skills

Organizational Skills

Attention to Detail

Basic Math Principles

Microsoft Office

Education

High School Diploma

Some College

Tools

Microsoft Office

Job description

Overview

It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.

Responsibilities

• Customer Experience - Develops an understanding of customers’ needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker I is proficient in all teller transactions, opening of personal accounts, basic business accounts, and domestic wire transfers, among other technical and people skills.
• Operational Excellence - Ensures quality and accuracy of work. The Banker I possesses a solid basic understanding of the Bank’s digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications.
• Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
• Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
• Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank’s strategic goals.
• Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks, and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.
• Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.

Requirements

Education

• High School Diploma or its equivalent is Required
• some college

Work Experience

• 6-12 months teller or similar customer service-related experience within banking; or a recent graduate of the Banker Trainee Program is Required

Knowledge, Skills, and Abilities

• Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
• Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
• Must possess strong attention to detail.
• Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
• Must be able to work extended and weekend hours.
• Scheduling and work location flexibility required.
• Must be able to sit for extended periods of time.
• Must be able to stand for extended periods of time and lift 25 pounds.

Licenses and Certifications

• Must attain designation of Notary Public within 6 months. Required

EEO Statement

Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities