Client Success & Sales Associate II

northernbank; Chelmsford (MA); On-site; USD 34,000 - 45,000; Full time

Job summary

Northern Bank & Trust Company in Chelmsford, MA is seeking a Sales & Service Associate II who will be the face of the branch, owning the client relationship from start to finish. This role requires a self-starter who can identify sales opportunities and resolve service issues with decisive action.

You will thrive on building long-term client relationships, delivering white-glove service, and collaborating across channels to ensure complete client satisfaction.

Qualifications

• High School diploma; Associates degree preferred.
• 1–3 years of experience in a client-facing sales or service role.
• Detail-oriented with solid organizational skills; able to juggle multiple client needs without losing accuracy.

Responsibilities

• Serve as the primary, go-to point of contact for clients — handling needs from the first hello to full resolution
• Build trusted, long-term relationships through consistent follow-through, genuine care, and white-glove service
• Manage client interactions across all channels: in-person, phone, and written communication
• Actively listen for and recognize sales opportunities during every client interaction, whether inbound or outbound
• Conduct outbound calls to existing and prospective clients to build relationships and uncover unmet needs
• Present solutions with confidence and follow through to close — no handoffs, no dropped ball
• Support branch leadership with daily operational tasks as needed.
• Navigate ambiguous situations with good judgment, balancing client needs with company guidelines

Skills

Client relationship management

Sales

Communication

Education

High School diploma

Associates degree preferred

Job description

Northern Bank & Trust Company in Chelmsford, MA is seeking a Sales & Service Associate II who will be the face of the branch, owning the client relationship from start to finish. This role requires a self-starter who can identify sales opportunities and resolve service issues with decisive action.

You will thrive on building long-term client relationships, delivering white-glove service, and collaborating across channels to ensure complete client satisfaction.