Banker Trainee

Middlesex Savings Bank; Sherborn (MA); On-site; USD 36,000 - 46,000; Full time

Job summary

Middlesex Savings Bank seeks a Banker Trainee to represent the bank, learn transaction processing and account servicing, and advise customers on suitable products. The role emphasizes building strong customer relationships, solving questions and promoting the bank’s products during the training period.

The position requires 6–12 months of cash handling or customer service experience, solid math skills, and the ability to work extended hours.

Qualifications

• 6-12 months of cash handling or customer service related experience is required
• Must possess knowledge of basic math principles
• Demonstrated customer service, sales, organizational, communication, and interpersonal skills
• Must be able to sit for extended periods and lift 25 pounds

Responsibilities

• 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.
• Ensures quality and accuracy of work and stays informed of alerts and other company communications.
• Performs duties in accordance with compliance, security and risk protocols and maintains proficiency in regulatory compliance.
• Is an engaged member of the branch team and supports supervisors in implementing policies and initiatives.
• Learns to recognize warning signs of fraud and escalates appropriately.

Skills

Customer service

Sales

Communication

Interpersonal skills

Attention to detail

Time management

Flexibility

Teamwork

Education

High School Diploma or equivalent

Associate's Degree or some college

Tools

Microsoft Office

Job description

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 as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate.

Responsibilities

• Customer ExperienceDevelops 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 ExcellenceEnsures 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.
• TeamworkIs 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.
• CredibilityFollows 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 Bank’s strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.
• Decision MakingUnderstands 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.
• MiscellaneousPerforms 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
• 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.

Expected Pay Range

The expected annual pay range for this role is $36,010 to $46,219. This pay range is the annual 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