Banking Trainee: Client Advisory & Transactions

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

Job summary

Middlesex Savings Bank is seeking a Banker Trainee to represent the bank with the public and colleagues and to promote the bank's core values. The training will cover transaction processing, account opening and servicing, and advisory skills to identify customer needs and match products.

During training, you will build relationships through customer transactions, resolve questions, and recommend suitable products and services while promoting excellent service and compliance within branch

Qualifications

• Requires High School Diploma or equivalent; Associate's degree preferred.
• Customer service, sales, organizational, communication and interpersonal skills expected.
• Basic math skills required and ability to use standard office software.

Responsibilities

• Develops customer relationships and uncovers needs to promote bank products.
• Handles customer transactions accurately and securely; assists with account opening and servicing.
• Maintains knowledge of bank products, policies, and compliance requirements.

Skills

Customer service

Sales

Organizational skills

Communication

Interpersonal skills

Attention to detail

Microsoft Office

Time management

Flexibility

Physical endurance

Education

High School Diploma or equivalent

Associate's degree or some college preferred

Tools

Microsoft Office

Job description

Middlesex Savings Bank is seeking a Banker Trainee to represent the bank with the public and colleagues and to promote the bank's core values. The training will cover transaction processing, account opening and servicing, and advisory skills to identify customer needs and match products.

During training, you will build relationships through customer transactions, resolve questions, and recommend suitable products and services while promoting excellent service and compliance within branch