Relationship Banker III

The Cooperative Bank of Cape Cod; Massachusetts; On-site; USD 45,000 - 65,000; Full time

Job summary

A regional banking institution in Massachusetts is seeking a Relationship Banker III for its Float Team. This crucial position involves supporting multiple branches, processing transactions, educating customers on products, and resolving account issues. Ideal candidates should have 3-5 years of banking experience and strong customer service skills. Competitive benefits offered in a full-time role.

Qualifications

• Three to five years banking experience in a Relationship Banker role.
• Previous customer service and cash handling experience preferred.
• Ability to maintain confidentiality; with tact and diplomacy.

Responsibilities

• Provides coverage as a branch supervisor for several branches, as assigned.
• Assists the branch in any capacity to ensure superior customer service.
• Cross-sells the bank’s products and services by tailoring recommendations.

Skills

Customer Service

Communication

Professionalism

Technology

Education

High School Diploma/GED

Associates Degree in business or related field

Job description

Join to apply for the Relationship Banker III - Float Team role at The Cooperative Bank of Cape Cod.

Description

We are seeking a driven, customer-focused professional ready to make an impact across multiple branches as part of our Float Team. In this role, you’ll support branch operations by processing financial transactions with accuracy, opening and maintaining customer accounts, educating clients on our products and services, and resolving account issues quickly and professionally. You’ll also serve as a vital connection between our customers and the bank by supporting the Customer Assistance Center, helping to troubleshoot concerns, and providing the information our clients need. If you're a detail-oriented banker who thrives on delivering exceptional service, we’d love to hear from you!

Essential Responsibilities

• Provides coverage as a branch supervisor for several branches, as assigned.
• Assists the branch in any capacity to ensure superior customer service. Serves in any position necessary and performs all required duties as necessary.
• Provides a wide variety of customer services, including opening accounts and exploring customer needs, as well as suggesting products and services that will best meet them.
• Serves and gratifies customers while accurately processing a variety of transactions such as deposits, withdrawals and payments. Maintains responsibility for cash drawer and follows proper balancing procedures.
• May assist the branch ordering vault cash, counting and bagging loose coin, balancing vault. Understands and honors dual control requirements for cash, vaults and ATMs. May open and close branch office.
• Cross-sells the bank’s products and services by tailoring recommendations after exploring customer financial necessities and goals through needs‑based conversations.
• Maintains a quality knowledge of current products, fees, and policies and is able to provide customer education.
• Provides coverage for Customer Assistance Center as needed: ensures that all incoming calls are forwarded to necessary staff (mortgage originators, loan servicing, deposit services, etc.) if unable to personally resolve the matter. Ensures responses to all interest emails from existing or new customers is done in compliance with the bank’s services standards.
• Monitors customer service concerns and follows up to resolve problems; takes all steps necessary to promote department effectiveness in conformance with established goals and objectives. Ensures compliance with policies and procedures.
• Performs all duties in accordance with prescribed regulatory compliance guidelines.
• Responds to customer inquiries with a positive attitude and refers problems or concerns to appropriate person for further action as needed. Follows up to be sure the problem has been addressed.
• Takes personal initiative and is a positive example for others to emulate.
• Depending on location, may assist customers with safe deposit boxes.
• Uses technology proficiently. Assists customers with technology inquiries regarding mobile and online banking applications.
• Actively participates in the bank’s customer needs‑based sales program, both as an individual and a team player.

Requirements

Competencies

• Customer Service – Exceptional customer‑focused skills to manage difficult and complicated situations; responding promptly to customer needs, responds to request for service and assistance.
• Communication – Ability to interact professionally and clearly verbally and in writing; demonstrates effective listening skills, patience and empathy.
• Professionalism – Upholds a consistent professional appearance and demeanor.
• Technology – Ability to master required system applications.

Qualifications

Education and Experience

• High School Diploma/GED; Associates Degree in business or related field preferred.
• Three to five years banking experience in a Relationship Banker role.
• Previous customer service and cash handling experience preferred.
• Ability to maintain confidentiality; with tact and diplomacy.

Physical Requirements

Prolonged standing. Ability to lift and carry up to 25 pounds on an occasional basis.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Industries

Banking

Member FDIC. Member DIF. Equal Opportunity Employer.

The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties related and unrelated to the above, may be assigned and, therefore, required.