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Personal Banker

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Posted: 06/14/2020

Personal Banker

Regular Full-Time
Requisition ID: 1249

 

 PERSONAL BANKER SKILLS:  

· Opens all types of accounts and assists customers with their existing relationships.  

· Demonstrates and maintains knowledge of Bank’s products and services and uses this knowledge to offer solutions based on the customer’s needs.  

· Lending as needed by Branch Manager  

TELLER SKILLS:  

Superior Service Quality  

o Ensures excellence in customer service and maintains service standards at all times.  

o Acts as a resource to identify customer servicing issues so that a resolution can occur and customer’s relationship is retained.   

o Responds to customer requests, problems, and/or complaints, and if unable to immediately assist that customer, ensures the proper hand-off to the appropriate person to assist.   

o Develops and maintains a working knowledge of our Bank products and services and recognizes a customer’s potential product/service need. Upon recognizing the need, refers to the proper person to assist the customer.  

 Operations  

o Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, cash, checks, credit card advances.  

Security  

o Ensures the prevention of fraudulent activities through adherence to Bank policies and procedures.   

An Affirmative Action/Equal Opportunity Employer of protected veterans and individuals with disabilities. Applicants for employment are considered without regard to race, creed, color, religion, sex, gender identity, sexual orientation, marital status, genetic information, national origin, age, disability, status as a veteran, Vietnam Era Veteran, or being a member of the Reserves or National Guard. Also, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.  

Sealed Record Notice An applicant for employment with a sealed record on file with Commissioner of Probation may answer “no record” with respect to an inquiry here in relative to prior arrests, criminal court appearances or convictions. An applicant for employment with a sealed record on file with the Commissioner of Probation addition, any applicant for employment may answer “no record” with respect to any inquiry relative to prior arrests, court appearances, and adjudications in all cases of delinquency or as a child in need of services which did not result in a complaint transferred to the superior court for criminal prosecution.  

  



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