Personal Banker

TruNorth Bank; Saugus (MA); On-site; USD 29,000 - 33,000; Full time

Job summary

TruNorth Bank in Saugus, MA is seeking a Personal Banker to provide outstanding customer service, open and maintain accounts, and guide customers to bank products.

The role emphasizes proactive outreach, notary services, and cross-selling, with 2+ years in customer service and banking preferred.

Qualifications

• High school diploma or GED required.
• Cash handling experience preferred.
• At least 2 years customer service experience.
• 1-2 years banking experience preferred.
• Knowledge of Microsoft products a plus.
• Fluency in a second language is a plus.

Responsibilities

• Opens all types of accounts and assists customers with their existing relationships.
• Performs account maintenance and processes requests.
• Promotes Bank products and services within the branch and in the community.
• Maintains relationships and initiates new ones by outbound calls.
• Responds to customer inquiries and complaints promptly.
• Recognizes opportunities to cross-sell other Bank services.

Skills

Customer service

Notary services

Cross-selling

MS Office

Multilingual

Education

High school diploma/GED

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Banker

Retail Employee Saugus, MA, US

Salary Range: $21.00 To $24.00 Hourly

Compensation for this position is commensurate with experience. The posted range is intended to provide a general estimate and does not guarantee a specific rate of pay.

Primary Accountabilities / Responsibilities:

Performs any functions necessary within the scope of authority and expertise, to provide the highest levels of customer service and responsiveness to our customers.

Personal Banker Skills:

• Active participation in individual, team, and Bank goals as set forth by branch manager.
• Opens all types of accounts and assists customers with their existing relationships.
• Performs account maintenance and processes requests.
• Demonstrates and maintains knowledge of Bank’s products and services and uses this knowledge to offer solutions based on the customer’s needs.
• Proactively promotes the Bank’s products and services within the branch, at off-site events, and in the community.
• Maintains relationships and may initiate new ones by outbound telephone calling to existing and prospective customers.
• Responds to customer inquiries and complaints in a timely and diplomatic manner (usually within 24 hours).
• Remains current on market conditions regarding products, product updates, and new technologies through available resources.
• May provide notary services for our customers.
• Superior Service Quality
• Ensures excellence in customer service and always maintains service standards.
• Acts as a resource to identify customer servicing issues so that a resolution can occur, and customer’s relationship is retained.
• Responds to customer requests, problems, and/or complaints, and if unable to immediately assist that customer, ensures the proper hand-off to the appropriate person to assist.
• Recognizes opportunities to suggest/cross-sell other Bank services to customers.

Operations

• Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, cash, checks, credit card advances.
• Participation in individual, team, and Bank goals as set by the Branch Manager.
• Adheres to internal controls/policies regarding audit, dual control, security, regulatory compliance, cash limits and robbery procedures, which protect the Bank, employees, and customers.

Security

• Ensures the prevention of fraudulent activities through adherence to Bank policies and procedures.
• Adheres to branch security procedures detailed in the HFG security manual.

Education And Experience:

• High school diploma/GED required
• Cash handling experience preferred
• At least 2 years customer service experience
• 1-2 years banking experience preferred
• Knowledge of Microsoft products a plus
• Fluency in a second language is a plus

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

An Aff... protected veterans and individuals with disabilities. Applicants for employment are considered without regard to race, creed, color, religion, sex, gender identity, sexual orientation, marital status, genetic information, national origin, age, disability, status as a veteran, Vietnam Era Veteran, or being a member of the Reserves or National Guard. Also, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.