Personal Banker II

Needham Bank; Boston (MA); On-site; USD 31,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with company match

Paid time off

Paid holidays

Bonus program

Job summary

Needham Bank is hiring a Personal Banker II at the Prudential Branch in Boston, MA. You will perform teller functions, open and maintain customer accounts, and advise clients on suitable banking solutions to deepen relationships.

The role requires strong service orientation, English fluency, and the ability to work a flexible schedule. The bank offers competitive pay, benefits, and support for professional development.

Qualifications

• High School Diploma or GED.
• Two plus years of teller or cash handling experience with accurate balancing record.
• Customer service experience and/or sales experience preferred.

Responsibilities

• Perform teller function and process transactions with accuracy and balance.
• Open new accounts and explain bank products/services; gather customer information.
• Promote bank products; make referrals and respond to inquiries about accounts or services.
• Ensure compliance with bank policies and procedures; maintain operational accuracy.
• Provide support and backup to branch management as needed.

Skills

Fluent English

Keyboard skills

Basic arithmetic

Notary Public MA

Reliable transportation

Education

High School Diploma or GED

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 II

RFT Prudential Branch, Boston, MA, US

10 days ago Requisition ID: 1021

Salary Range: $22.57 To $29.35 Hourly

Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Perform all Personal Banker I duties:
  • Demonstrate awareness, commitment and dedication to servicing and building customer relationship
  • Gain full knowledge of the products and services offered by the Bank
  • Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
  • Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
  • Responsible for operational compliance and adherence to bank policies and procedures
  • Gain full understanding and knowledge of the teller function
  • Consistently deliver exceptional customer service
• Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings
• Assists in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities
• Assists and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed
• Perform additional duties as requested, needed or assigned

JOB REQUIREMENTS

• Knowledge required for Personal Banker I role:
• Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings
• Ability to lift 30 pounds
• Basic knowledge of keyboard and computer skills
• Ability to perform basic arithmetic operations with the use of a calculator
• Must have basic business acumen and professionalism
• Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
• Must have reliable transportation
• Fluent in written and verbal English
• Willing to become a Notary Public in MA
• Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

EDUCATION & EXPERIENCE

• High School Diploma or GED
• Two plus years of teller or cash handling experience with accurate balancing record
• Customer service experience and/or sales experience preferred

PAY RANGE: $22.57 - $29.35 - hourly

The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.