Relationship Banker: Build Trust & Cross-Sell Solutions

WINCHESTER SAVINGS BANK; Woburn (MA); On-site; USD 21,000 - 31,000; Full time

Job summary

Winchester Savings Bank in Woburn, MA is seeking a Relationship Banker to help customers with everyday banking needs and cross-sell financial products. The role involves handling teller transactions, greeting customers, and assessing financial needs while promoting digital channels.

You will be responsible for maintaining accurate cash handling, complying with banking regulations, and contributing to sales goals through exceptional service and teamwork.

Qualifications

• H.S. Diploma or equivalent.
• 6 months+ cash handling and sales experience.
• Notary Public within 1 year of employment.

Responsibilities

• Process branch transactions, deposits, loan payments, withdrawals, and checks.
• Verify transactions follow bank policy and regulations.
• Greet and interview customers to assess financial needs and promote bank products.
• Explain and demonstrate banking products and digital channels to customers.
• Handle cash with daily accuracy and balance the cash drawer.
• Answer customer questions and resolve issues; support branch operations.

Skills

Customer service

Sales experience

Cash handling

Communication skills

Cross-selling

Multilingual

Education

H.S. Diploma

Tools

Teller software

Job description

Winchester Savings Bank in Woburn, MA is seeking a Relationship Banker to help customers with everyday banking needs and cross-sell financial products. The role involves handling teller transactions, greeting customers, and assessing financial needs while promoting digital channels.

You will be responsible for maintaining accurate cash handling, complying with banking regulations, and contributing to sales goals through exceptional service and teamwork.