Personal Banker II

Needham Bank; Needham (MA); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking bank as a Personal Banker II, where you will play a crucial role in enhancing customer relationships and providing tailored banking solutions. This position involves processing transactions, opening accounts, and educating customers about various banking products. You will be part of a dynamic team dedicated to exceptional service and community engagement. With a strong emphasis on professional growth, the bank offers comprehensive benefits and a supportive work environment. If you're passionate about customer service and banking, this opportunity is perfect for you.

Benefits

Fully paid medical insurance

Fully paid dental insurance

401(k) plan with 8% match

Paid time off (PTO)

Paid holidays

Bonus program

Tuition reimbursement

Employee Assistance Program

Qualifications

• 2+ years of experience in teller or cash handling roles.
• Strong customer service background with a focus on relationship building.

Responsibilities

• Process transactions accurately while adhering to bank policies.
• Provide account solutions and promote bank products to customers.

Skills

Customer Service

Cash Handling

Communication Skills

Basic Arithmetic

Business Acumen

Relationship Building

Flexibility

Problem Solving

Education

High School Diploma or GED

Tools

Calculator

Computer Skills

Job description

Personal Banker II

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  Job Tracking ID : 512272-896030
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  Job Location :
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  Job Level : Any
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  Level of Education :
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  Job Type : Full-Time/Regular
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  Date Updated : 04/07/2025
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  Years of Experience : Not Applicable
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  Starting Date : Invalid Date


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  Salary : $0
  

Job Description

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
  
  
  
  


• Research and analyze data in order to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues


• 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

Experience and Skills

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

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.

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