Relationship Banker 3

ADP, Inc.; Worcester (MA); On-site; USD 30,000 - 41,000; Full time

Job summary

Webster Five in Worcester, MA seeks a Relationship Banker 3 to support a sales and service culture, deepen customer relationships, and guide clients to deposit and loan products. You will handle accounts, process transactions, and promote digital banking options while maintaining confidentiality and compliance.

The role emphasizes building trusted customer relationships, meeting individual sales goals, and representing the bank in the community with a strong attendance record.

Qualifications

• Strong interpersonal and communication skills with a focus on relationship-building.
• Knowledge of consumer and business banking deposit and lending products.
• Proficiency in banking software applications and Microsoft Office Suite.
• Ability to learn and adapt to new information and technology platforms.
• Exhibits sound judgment, attention to detail and ability to multi-task.
• NMLS license required.

Responsibilities

• Listen to customers’ financial needs to deepen relationships.
• Open consumer and small business accounts and service banking needs.
• Quote loan rates, originate loan applications, and manage lending lifecycle.
• Refer customers to branch specialists and bank partners.
• Conduct outreach through branch events, calls, and community activities.
• Schedule preset appointments for regular financial reviews.
• Work toward individual and branch sales goals.
• Educate customers on digital banking options and use.
• Process teller transactions and support daily branch operations.
• Assist in branch audits related to sales and service.
• Maintain confidentiality of bank records and ensure reliable attendance.

Skills

Interpersonal skills

Sales skills

Banking customer service

Ability to learn new technology

Education

Associate degree or equivalent

Tools

Banking software

Microsoft Office

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.

Relationship Banker 3

Worcester, MA, US

Salary Range: $22.01 To $30.00 Hourly

Base Compensation Range:

Base salary is one component of total compensation. Employees may also be eligible for an annual bonus and some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining pay, we consider various factors including, but not limited to, skills and experience.

POSITIONSUMMARY:Supports a sales and service culture designed to retain and grow customer relationships in assigned market. Recommends convenience and self-service options, places customers in appropriate deposit and loan products, opens accounts, processes transactions, and refers customers to subject matter experts. Maintains confidentiality of bank records and customer information. Adheres to bank policies, procedures, and regulatory requirements. Consistently provides outstanding sales and service representing the branch and the Bank in a courteous, professional, and friendly manner.

• Listens and recognizes customers’ financial needs to develop and deepen relationships. Opens consumer and small business accounts and services for Bank customers.
• Quotes consumer loan rates, originates loan applications, serves as primary customer contact throughout lending lifecycle and closes approved loans. Serves as a branch subject matter expert related to all lending products, services, and processes. Refers customers to other branch specialists and Bank partners.
• Participates in prospective and existing customer outreach efforts, including branch events, outbound calling efforts, and community events. Conducts business development calls with local small businesses.
• Establishes and conducts preset appointments with customers to perform regular financial reviews.
• Attains individual sales goals and contributes to overall branch goals.
• Utilizes Bank technology to educate and assist customers with digital banking services. Serves as the branch subject matter expert related to digital banking options.
• Performs customer transactions on the teller line anddaily branch operational tasks.Proficient in accessing operational policies and procedures, as well as the core banking system.
• Assists in branch audits as it relates to sales and service-related activities.
• Adheres to bank policies, procedures, and regulatory requirements. Maintains confidentiality of bank records and customer information. Regular, reliable attendance is critical.

NOTE: This position description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

REQUIRED SKILLS: Strong interpersonal and communication skills as well as sales skills focused on relationship building. Knowledgeable in consumer and business banking deposit and lending products. Strong proficiency in banking software applications and Microsoft Office Suite.Ability to learn and adapt to new information and technology platforms. Exhibitssound judgement, attention to detail and ability to multi-task. Exhibits an enthusiastic spirit. Regular, reliable attendance is critical.NMLS license.

WORK ENVIRONMENT AND PHYSICAL DEMANDS: Work is often performed in an office environment, with frequent interruptions. Ability to remain in a stationary position, move inside the workplace, operate a computer, and exchange information.Occasionally required to move coin of approximately50lbs. Must be able to positively discern and identifyan individual. Willingness to work a flexible schedule and required to travel locally.

MINIMUMEDUCATION:Associate Degree or equivalent years of experience.

MINIMUM PRIOR EXPERIENCE: 3-5 years related experience.

Webster Five is an equal opportunity employer. We are committed to fostering and championing a culture of inclusion, equity, and diversity. Accommodations are available for applicants with disabilities