Sales & Service Associate II - Chelmsford

Northern Bank; Chelmsford (MA); On-site; USD 34,000 - 45,000; Full time

Job summary

Northern Bank in Chelmsford, MA is seeking a Sales & Service Associate II to maintain branch operational integrity and regulatory compliance while delivering superior customer service and achieving sales goals.

You will lead the teller line, coach colleagues, process transactions, open basic accounts, and support daily cash management, ATM balancing, and audits. If you have strong communication and banking experience, apply to join our community-focused bank.

Qualifications

• Excellent communication skills
• Excellent sales and customer service skills
• Strong operational and organizational skills
• Demonstrated ability to train, coach, and counsel employees
• Strong computer skills, including Word, Excel, TellerInsight, IBS Insight for Deposit Origination
• 3+ years banking experience preferred
• High School Diploma or Associates Degree preferred

Responsibilities

• Oversee daily teller line operations with focus on service.
• Use sales techniques and coach coworkers to meet customer needs with bank products.
• Perform teller duties and assist platform as needed.
• Open basic new accounts efficiently and accurately.
• Assist customers with routine account maintenance and servicing.
• Process monetary transactions including cashing checks and deposits.
• Manage branch cash and ensure cash limits are met; order and ship cash.
• Under dual control, manage vault cash and daily activity.
• Balance ATM daily and ensure it is stocked and operational.
• Audit negotiable instruments, cash drawers and logs.
• Coordinate with Assistant Branch Manager to address processing errors.
• Quality review CTRs and Currency Exchange logs.
• Follow bank policies, procedures, and regulatory requirements.
• Willingness to work at other branch locations.
• Other duties as required.

Skills

Customer service

Sales skills

Operational skills

Training/coaching

Computer skills

Education

High School Diploma

Associates Degree preferred

Tools

Word

Excel

TellerInsight

IBS Insight

Job description

SUMMARY/OBJECTIVE

The primary role of the Sales & Service Associate II is to ensure the operational integrity and compliance for the branch, including both sales and service functions. Sales & Service Associate II provides direction and leadership to the teller line with emphasis on superior customer service skills, achieving sales goals and teamwork.

ESSENTIAL FUNCTIONS

• Oversees the daily operations of the teller line, emphasizing superior customer service skills.
• Utilizes sales techniques and coaches’ coworkers working behind the teller line to recognize the needs of customers and match those needs to the Bank’s available products and services.
• Performs the typical duties of a teller and assists with platform as needed
• Opens basic new accounts in an efficient, accurate and friendly manner.
• Assists customers with routine account maintenance and other servicing issues
• Processing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency and other daily transactional functions.
• Responsible for analyzing the use of branch cash; Ensures the branch does not exceed the cash limit set for the branch; maintaining appropriate supply of money for the branch based on legal requirements and business demands; orders and ships cash as needed
• Under dual control, manages the vault cash and daily activity.
• Under dual control, balances the ATM on a daily basis & ensures it remains stocked, & operating daily.
• Performs audits of all negotiable instrument, cash drawers and other related logs to ensure adherence to defined policies and procedures.
• Responsible for Branch Batch scanning accuracy and quality of transaction tickets.
• Coordinates with Assistant Branch Manager to track, monitor and follow-up on transaction processing errors that impact customer’s accounts, such as non-post; this includes Corrective Action discussions with branch staff (Tellers/SSR’s)
• Performs quality review of all CTR’s and Currency Exchange logs daily.
• Follows the Bank’s policies and procedures and regulatory requirements.
• Willingness to work at other branch locations, as needed.
• Other duties as required

JOB QUALIFICATIONS

• Excellent communication, skills
• Excellent sales and customer service skills
• Strong Operational & Organizational skills
• Demonstrated ability to train, coach, and counsel employees
• Strong computer skills, including Word, Excel, TellerInsight, IBS Insight for Deposit Origination
• 3 + years banking experience preferred
• High School Diploma or Associates Degree preferred

The hourly rate range for the Sales & Service Associate II is $25.00 - $33.00 per hour

About Northern Bank & Trust Company

Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit www.NBTC.com or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).