Personal Banker (Woburn)

Northern Bank; Woburn (MA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading bank in Woburn, Massachusetts is seeking a Personal Banker to manage customer inquiries and transactions. This role combines customer service with bank operations, ensuring compliance with policies while meeting sales goals. Ideal candidates will have experience in branch banking and excellent communication skills.

Qualifications

• 2 years Teller Manager or CSR experience preferred.
• Excellent communication, sales and customer service skills required.
• Strong computer skills including Word and Excel.

Responsibilities

• Handle customer sales and service inquiries in a friendly manner.
• Open new accounts and process customer transactions.
• Meet or exceed sales goals consistently.

Skills

Communication

Sales

Customer Service

Basic Math Skills

Computer Skills

Education

High School Degree

Associate’s Degree or higher preferred

Tools

Word

Excel

Teller and Platform Bank Systems

Job description

This position is a combination of the more traditional Customer Service Representative and Assistant Branch Manager positions. The Personal Banker will handle all customer sales and service inquiries, including but not limited to, Teller transactions, new account openings, existing customer servicing needs, and problem resolution. The Personal Banker works to present customers with banking solutions to meet their needs, while ensuring every transaction is completed in accordance with bank policy and regulatory requirements.

ESSENTIAL FUNCTIONS

• Opens and closes branches
• Signs Official checks in accordance with the transaction amount
• Provides exceptional service to the Bank’s customers regarding daily teller, servicing, and new account transactions; addressing inquiries, understanding/determining needs, and resolving problems
• Processes customer transactions in an efficient, accurate and friendly manner
• Opens new accounts and accesses customer accounts to process online and offline transactions and corrections in an efficient, accurate and friendly manner.
• Accurately balances cash drawer daily
• Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin
• Utilizes needs-based sales/service techniques to elicit the needs of customers and match those needs to the Bank’s available products and services
• Consistently meets or exceeds sales goals.
• Provides assistance to other branch employees and assists in training new employees. Follows the Bank’s policies and regulatory requirements
• Account maintenance including but not limited to: foreign and domestic wires, stop payments, address changes, account title changes, etc.
• Follows the Bank’s policies and regulatory requirements

JOB QUALIFICATIONS

• 2 years Teller Manager or CSR experience preferred
• Excellent communication, sales and customer service skills
• Basic math skills and the ability to multitask.
• Strong computer skills, including Word, Excel, teller and platform bank systems.
• High School Degree. Associate’s Degree or higher preferred

About Northern Bank & Trust Company

Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of $2.65 billion with 13 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit www.NBTC.com or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).

About the company

Dreams big and small start here. You can bank on it. At Northern Bank, we're here to help you find the financial solution you need to grow your business…

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