Banking Trainee: Build Customer Relationships & Skills

Middlesex Savings Bank; Sherborn (MA); Vor Ort; USD 36.000 - 46.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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.

Kenntnisse

Customer service

Sales

Communication

Interpersonal skills

Attention to detail

Time management

Flexibility

Teamwork

Ausbildung

High School Diploma or equivalent

Associate's Degree or some college

Tools

Microsoft Office

Jobbeschreibung

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.