Relationship Banker: Grow client relationships & solutions

Savers Bank; Drury Square (MA); On-site; USD 26,000 - 32,000; Full time

Job summary

Savers Bank is seeking a sales-driven Universal Banker for our Charlton, MA branch. You will engage customers, identify financial needs, and recommend products while building lasting relationships and meeting branch goals.

Open deposits, assist with digital banking, and guide customers through financial solutions. Strong communication and compliance awareness are essential for success.

Qualifications

• High school diploma or equivalent.
• 2–3 years banking experience with customer service and cash handling.
• Strong relationship-building and consultative sales skills.
• Excellent communication, problem-solving, and organizational skills.
• Self-motivated, goal-oriented with team focus.
• Understanding of banking compliance and security practices.
• Ability to work in a fast-paced, customer-focused environment.

Responsibilities

• Proactively engage customers to identify financial needs and offer products.
• Build and deepen relationships with existing customers while attracting new business.
• Own sales and referrals while supporting branch performance.
• Introduce deposit products, digital banking, and other services.
• Generate referrals to appropriate partners and participate in promotions.
• Maintain records of interactions and follow-up opportunities in CRM.
• Collaborate to achieve branch objectives and deliver consistent service.

Skills

Relationship-building

Consultative sales

Communication

Problem-solving

Organizational skills

Banking compliance awareness

Team collaboration

Cash handling experience

Education

High school diploma or equivalent

Bachelor's degree in business/finance (preferred)

Tools

CRM systems

Job description

Savers Bank is seeking a sales-driven Universal Banker for our Charlton, MA branch. You will engage customers, identify financial needs, and recommend products while building lasting relationships and meeting branch goals.

Open deposits, assist with digital banking, and guide customers through financial solutions. Strong communication and compliance awareness are essential for success.