Personal Banker - Porter Square

Cambridge Savings Bank; Cambridge (MA); On-site; USD 35,000 - 65,000; Full time

Job summary

An established industry player in the banking sector is seeking a Personal Banker to join their team at Porter Square. This role is vital for building long-term relationships with clients and assisting them in managing their finances. The ideal candidate will demonstrate strong communication and interpersonal skills, ensuring every customer interaction is positive and efficient. With a commitment to diversity and inclusion, the bank fosters an environment where employees can thrive while making a significant impact on the financial well-being of the community. If you are passionate about customer service and banking, this opportunity is perfect for you.

Qualifications

• High School degree or equivalent required.
• Strong communication and interpersonal skills required.

Responsibilities

• Perform customer transactions accurately and efficiently.
• Sell and cross-sell bank products and services.

Skills

Communication Skills

Interpersonal Skills

Customer Service

Education

High School Degree or Equivalent

Job description

POSITION: PERSONAL BANKER – PORTER SQUARE

Summary:

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Personal Banker will demonstrate our core values and will focus on building long-term relationships with clients and assist our customers in managing their bank accounts and finances.

Key Result Areas:

1. Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures.
2. Perform customer transactions accurately and efficiently to ensure each interaction provides consistently high-quality experiences to internal and external customers.
3. Develop and maintain substantial knowledge of Bank products and services.
4. Sell and cross-sell the products and services of the Bank and its partners to prospective and existing business and personal customers based on their needs.
5. Balance cash at end of day and assist with branch settlement.
6. Perform additional duties as required.

Qualifications:

1. High School degree or equivalent required.
2. Strong communication and interpersonal skills, with the ability to interact with all types of people and quickly build rapport.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with the major purpose of this job.

Location:

Porter Square - Cambridge, Massachusetts

About Cambridge Savings Bank:

Cambridge Savings Bank is a full-service banking institution with $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and