Relationship Banking Specialist

Cambridge Savings Bank; Melrose (MA); On-site; USD 29,000 - 37,000; Full time

Job summary

Cambridge Savings Bank is seeking a Personal Banker to join the Melrose, MA branch. The role focuses on building long-term relationships with customers and helping them manage bank accounts and finances while upholding bank policies.

You will handle day-to-day transactions, learn the bank’s products, and identify opportunities to meet customer needs through cross-selling. A detail-oriented, customer-focused attitude is essential.

Qualifications

• High School degree or equivalent.
• Strong communication and interpersonal skills, with the ability to interact with all types of people and quickly build rapport.

Responsibilities

• Understand and adhere to BSA/AML and regulatory, security, retail banking and bank-wide policies and procedures.
• Perform customer transactions accurately and efficiently to ensure high-quality experiences for customers.
• Develop and maintain substantial knowledge of Bank products and services.
• Sell and cross-sell the Bank's products and services to meet customer needs.
• Balance cash at end of day and assist with branch settlement.
• Perform additional duties as required.

Skills

Communication skills

Interpersonal skills

Customer service

Education

High School degree or equivalent

Job description

Cambridge Savings Bank is seeking a Personal Banker to join the Melrose, MA branch. The role focuses on building long-term relationships with customers and helping them manage bank accounts and finances while upholding bank policies.

You will handle day-to-day transactions, learn the bank’s products, and identify opportunities to meet customer needs through cross-selling. A detail-oriented, customer-focused attitude is essential.