Personal Banker II

Needham Bank; Wellesley (MA); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical & dental insurance

401(k) with 8% match

PTO & holidays

Bonus program

FSAs

Vision plan

Life & disability insurance

Tuition reimbursement

Employee assistance

Job summary

Needham Bank is seeking a Personal Banker II in Wellesley, MA to proficiently process teller transactions and balance accurately. You will grow customer relationships through account openings and maintenance, while embodying the bank's values in the community.

The role requires delivering outstanding service, product knowledge, and customer referrals. Training support and occasional back-up to branch leadership are part of the position.

Qualifications

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

Responsibilities

• Perform teller function processing transactions with accuracy and balance according to bank standards.
• Open new accounts and explain bank products/services to customers.
• Promote bank products and refer or resolve customer inquiries about accounts or services.
• Provide exceptional customer service and support branch operations as needed.

Skills

Customer service

English fluency

Arithmetic basics

Relationship building

Notary Public (MA)

Flexible schedule

Reliable transportation

Team player

Professionalism

Education

High School Diploma or GED

Two+ years teller/cash handling experience

Customer service/sales experience preferred

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 Wellesley Branch Wellesley, MA, US

10 days ago Requisition ID: 1036

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.