Mobile Universal Banker

Avidia Bank; Hudson (MA); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Avidia Bank is seeking a Mobile Banker to support customers across multiple locations, with the Hudson headquarters and branches in Framingham, Westborough, Marlborough, Clinton, Leominster, Shrewsbury, and Northborough. A reliable vehicle is required for moving between sites.

The role emphasizes proactive customer needs assessment, sales referrals, and accurate handling of deposits and services while supporting branch goals. Prior banking experience is preferred, with weekend hours possible.

Qualifications

• High School diploma or equivalent.
• Minimum of one year experience in a cash handling, customer service, administrative, or related role.
• Previous banking experience strongly preferred.
• Strong customer service, communication, problem solving and organizational skills.
• Must be comfortable demonstrating basic math skills and have familiarity of U.S. currency.
• Understanding of basic social media concepts and willingness to incorporate into retail banking culture.
• Previous experience with MS Office applications and the ability to adapt to new software systems.

Responsibilities

• Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc.
• Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support.
• Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets.
• Open new consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements.
• Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank’s mission of being a dedicated and responsible corporate citizen.
• Perform related and unrelated duties as may be required.

Skills

Customer service

Communication

Problem solving

Cash handling

Math skills

Social media familiarity

Education

High School diploma

Tools

MS Office

Job description

Description

The full-time Mobile Banker is required to move to different locations based on staffing needs. Headquarters is located in Hudson. Other branch locations are Framingham, Westborough, Marlborough, Clinton, Leominster, Shrewsbury, and Northborough. A reliable form of transportation is required.

Overview

Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships. Performs a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives.

Primary Responsibilities

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:

• Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc.
• Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support.
• Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets.
• Open new consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements.
• Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank’s mission of being a dedicated and responsible corporate citizen.

Other Responsibilities

• Perform related and unrelated duties as may be required.

Requirements

• High School diploma or equivalent.
• Minimum of one year experience in a cash handling, customer service, administrative, or related role.
• Previous banking experience strongly preferred.
• Strong customer service, communication, problem solving and organizational skills.
• Must be comfortable demonstrating basic math skills and have familiarity of U.S. currency.
• Understanding of basic social media concepts and willingness to incorporate into retail banking culture.
• Previous experience with MS Office applications and the ability to adapt to new software systems.
• Schedule will include extended and/or weekend hours.
• Candidates with direct banking experience could be considered for an advanced level and compensation.

Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled

Member FDIC/DIF

PM21