Banker Trainee

Middlesex Savings Bank; Boxborough (MA); On-site; USD 40,000 - 50,000; Full time

Job summary

Middlesex Savings Bank in Boxborough, MA is seeking a Banker Trainee to represent the Bank, develop customer relationships, and undergo a training program for Banker I. This role includes hands-on training in customer service, cash handling, and compliance. Ideal candidates possess strong math and interpersonal skills, are flexible with hours, and can lift 25 pounds. Join a supportive team environment dedicated to customer satisfaction.

Qualifications

• Must have 6-12 months of cash handling or customer service experience.
• Flexibility to work extended and weekend hours is required.
• Must be able to lift 25 pounds and sit or stand for extended periods.

Responsibilities

• Develop understanding of customer needs and expectations.
• Ensure quality and accuracy of work and comply with Bank policies.
• Collaborate with branch team and support supervisors in initiatives.

Skills

Customer service

Sales skills

Organizational skills

Communication skills

Attention to detail

Basic math skills

Intermediate technology skills

Education

High School Diploma or equivalent

Associate's Degree or some college

Tools

Microsoft Office

Job description

Banker Trainee – Boxborough, US-MA

Overview: It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships by conducting a wide array of customer transactions, assisting customers with questions and problem resolution, and recommending products and services as appropriate.

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.
• Operational Excellence: Ensures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays 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 Banks strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.
• Decision Making: Understands and complies with Bank policies and procedures. Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize 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.

Qualifications

• Education
  • High School Diploma or its equivalent is required.
  • Associate's Degree or some college is preferred.
• Work Experience
  • 6-12 months of cash handling or customer service related experience 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.

Equal Opportunity Employer, including disability/protected veterans.

Equal employment opportunity, including veterans and individuals with disabilities.