Personal Banker I

Main Street Bank
Marlborough, MA
Category Sales
Job Description
Role Overview

As a Personal Banker I, you will excel in nurturing customer relationships and recommending products and services. You will identify customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience. You will manage a wide spectrum of customer service transactions, including teller line operations, and play a crucial role in guiding customers to the appropriate departments for non-deposit transactions.

What You Will Do

Your day-to-day responsibilities will include asking personalized questions to convert transactions into cross-sell conversations, managing the opening of various deposit accounts, and demonstrating a proactive approach to cross-selling bank products. You will also execute a diverse array of customer transactions, including deposits, withdrawals, cash disbursements, loan and mortgage payments, and account transfers.

Why It Might Be a Fit

To be successful in this role, you will need to be a team player, have excellent communication skills, and be able to work effectively as a contributor on all assignments. You will also need to be able to maintain a solid knowledge of Bank's deposit and loan products, as well as additional services offered. You will be expected to adhere to all company policies and act as a role model in policy compliance.

Requirements

  • High School diploma or equivalent
  • banking courses and/or related work experience
  • Experience in a financial institution - retail banking preferred
  • Basic product knowledge
  • Proficient in Microsoft Office Suite products

Benefits

  • Competitive salary
  • Opportunities for career growth and development
  • Comprehensive benefits package
  • Paid time off and holidays
  • 401(k) retirement plan
  • Employee stock ownership plan (ESOP)
  • Health, dental, and vision insurance
  • Life insurance
  • Disability insurance
  • Flexible spending account (FSA)
  • Employee assistance program (EAP)
  • Paid parental leave
  • Adoption assistance
  • Employee recognition and reward programs
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