Banker II

Middlesex Savings Bank; Boxborough (MA); On-site; USD 38,000 - 54,000; Full time

Job summary

Middlesex Savings Bank in Massachusetts is seeking a Banker II who will represent the bank to customers and colleagues, promoting core values and a strong customer experience. The role emphasizes sales-oriented service, problem resolution, and cross-selling appropriate products.

The Banker II will work with the branch team to deliver operational excellence, maintain regulatory compliance, and adapt to extended hours and a flexible schedule.

Qualifications

• 1-2 years Banker or similar customer service experience within banking.
• High School Diploma or equivalent required.
• Notary Public within 6 months, required.

Responsibilities

• Develops customer relationships and processes a wide range of transactions.
• Promotes bank products and provides service recovery.
• Supports branch operations with compliance and risk controls.
• Collaborates with team to meet branch performance goals.
• Maintains knowledge of digital and other banking products.
• Adapts to scheduling, weekend hours, and flexible location.

Skills

Customer service

Sales

Organization

Communication

Interpersonal skills

Attention to detail

MS Office

Time management

Flexibility

Physical stamina

Education

High School Diploma

Some college

Tools

Microsoft Office

Job description

Overview

It is the responsibility of the Banker II 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 II 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 II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
• Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm 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

• 1-2 years Banker or similar customer service-related experience within banking 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

Expected Pay Range

From: $37,927To: $54,024

The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.

EEO Statement

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