Main Street Bank
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Overview Title:
Personal Banker I
FLSA Status:
Non-Exempt
Employment Status:
Full Time, Part Time, and/or Per Diem
Department:
Retail
Location:
Branch
Reports To:
Assistant Branch Manager / Manager
Updated
November 10th, 2023
Summary
Within the Retail Branch team at Main Street Bank, our Personal Bankers at Main Street Bank excel in nurturing customer relationships and recommending products and services. Leveraging their product knowledge in every interaction, they identify customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience. Under the direct supervision of the Assistant Manager/Branch Manager or Branch Administrator, the Personal Banker I manages a wide spectrum of customer service transactions, including teller line operations, and plays a crucial role in guiding customers to the appropriate departments for non-deposit transactions. Moreover, the Personal Banker I may extend their support to branch and retail initiatives that have an impact on both the department and the entire bank. In keeping with our established sales and service culture, this role actively contributes to the attainment of the bank\'s goals.
Responsibilities
Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
Manages the opening of various deposit accounts, ensuring the necessary documentation is complete and properly filed.
Demonstrates a proactive approach to cross-selling bank products, making tailored recommendations to meet customer needs. Addresses basic inquiries and redirects complex issues to the appropriate channels.
Skillfully manages phone inquiries related to account activity and balances.
Maintains and organizes the teller workstation, ensuring an adequate supply of cash, forms, and other essentials for daily operations.
Executes a diverse array of customer transactions, including deposits, withdrawals, cash disbursements, loan and mortgage payments, check processing, money order issuance, and account transfers.
Delivers a wide range of customer services, such as handling change of address requests, re-pinning debit cards, adding notes to customer accounts, and assisting with Certificate of Deposit renewals.
Upholds meticulous record-keeping practices and conducts accurate end-of-shift balancing procedures, promptly reporting any discrepancies to supervisors.
Cultivates an in-depth understanding of bank policies, products, and services and continuously updates this knowledge through participation in seminars and courses.
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing.
Adapts to various roles, including operating a Customer Service desk, lobby window, or drive-up services, as needed.
Maintains a well-organized work area, ensuring efficiency and cleanliness.
Professionally and promptly handles customer problems and complaints, coordinating appropriate follow-up actions.
Directs consumer loan requests to the relevant branch personnel, while maintaining a basic knowledge of the bank\'s consumer loan products.
Upholds a record of regular and consistent attendance to sustain high standards of customer service, and occasionally participates in before/after hours and weekend community events.
Ensures compliance with Bank Secrecy Act regulations and internal/operational risk controls, attending mandatory training sessions and completing required online courses.
Exemplifies adherence to all company policies and serves as a role model in policy compliance.
Occasionally travels locally for bank-related purposes, including staff meetings, training, business calls, networking, and community/marketing events.
Other duties as assigned, performing similar or related work as directed, required, or as situation dictates.
Sales
Shares responsibility for achieving branch goals.
Participates in Branch activities that generate new business such as promoting branch sales culture and special promotional events.
Occasionally represents the financial institution in before/after hours and/or weekend networking and community service events.
Service
Consistently exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
Maintains a solid knowledge of Bank\'s deposit and loan products as well as additional services offered.
Provides counsel to existing and potential customers regarding product and/or service selection.
Evaluates customer problems and complaints and resolves them to ensure customer satisfaction.
Assists customers with teller line transactions and account opening and maintenance.
Qualifications and Skills
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
Means and mode to travel to any of Main Street Bank\'s locations as needed on an occasional basis.
Solid understanding and application of administration activities and ability to operate standard office equipment
Competencies
Coachable and demonstrable ability to take and implement feedback
Continuous desire to learn and improve
Excellent Communication Skills (written and verbal)
Accurate attention to detail
Self-Monitoring
Professionalism
Adaptability
Responsiveness
Independent
Team oriented
Confidentiality & Discretion
Organizational Skills
Sound Judgement
Proficient Prioritization skills
Resourceful
Relationship Builder - Develops and maintains relationships with officers, employees and external contacts and maintains alignment with core values, vision, strategy and goals.
Computer Technology Savvy - Utilize technology/systems to improve work processes and use a range of technology to solve problems
Legal and Equal Opportunity Main Street Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Main Street Bank is committed to working with and providing reasonable accommodation to individuals with disabilities. If you need special assistance or an accommodation while seeking employment, please call: 978-487-1432 or send an email to human.resources@bankmainstreet.com and we will make determination on your request for reasonable accommodation on a case-by-case basis.
The completion of this Application for Employment does not assure a position with Main Street Bank and any offer of employment is conditioned on the satisfactory completion of a background and credit review as determined by the sole discretion of Main Street Bank. Neither this Application for Employment nor any document constitutes a contract of employment for a specific term and that any employment relationship that may be established will be 'at-will' and if hired, may be terminated at any time, for any reason, by the applicant or Main Street Bank.
Americans With Disabilities Act (ADA) compliance information and related Massachusetts laws are provided as required. This description includes a standard disclaimer of at-will employment and references to applicable laws.
Location and Compensation Burlington, MA — $54,080.00-$82,800.00
Other postings listed nearby for context only.
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Get AI-powered advice on this job and more exclusive features.
Overview Title:
Personal Banker I
FLSA Status:
Non-Exempt
Employment Status:
Full Time, Part Time, and/or Per Diem
Department:
Retail
Location:
Branch
Reports To:
Assistant Branch Manager / Manager
Updated
November 10th, 2023
Summary
Within the Retail Branch team at Main Street Bank, our Personal Bankers at Main Street Bank excel in nurturing customer relationships and recommending products and services. Leveraging their product knowledge in every interaction, they identify customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience. Under the direct supervision of the Assistant Manager/Branch Manager or Branch Administrator, the Personal Banker I manages a wide spectrum of customer service transactions, including teller line operations, and plays a crucial role in guiding customers to the appropriate departments for non-deposit transactions. Moreover, the Personal Banker I may extend their support to branch and retail initiatives that have an impact on both the department and the entire bank. In keeping with our established sales and service culture, this role actively contributes to the attainment of the bank\'s goals.
Responsibilities
Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
Manages the opening of various deposit accounts, ensuring the necessary documentation is complete and properly filed.
Demonstrates a proactive approach to cross-selling bank products, making tailored recommendations to meet customer needs. Addresses basic inquiries and redirects complex issues to the appropriate channels.
Skillfully manages phone inquiries related to account activity and balances.
Maintains and organizes the teller workstation, ensuring an adequate supply of cash, forms, and other essentials for daily operations.
Executes a diverse array of customer transactions, including deposits, withdrawals, cash disbursements, loan and mortgage payments, check processing, money order issuance, and account transfers.
Delivers a wide range of customer services, such as handling change of address requests, re-pinning debit cards, adding notes to customer accounts, and assisting with Certificate of Deposit renewals.
Upholds meticulous record-keeping practices and conducts accurate end-of-shift balancing procedures, promptly reporting any discrepancies to supervisors.
Cultivates an in-depth understanding of bank policies, products, and services and continuously updates this knowledge through participation in seminars and courses.
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing.
Adapts to various roles, including operating a Customer Service desk, lobby window, or drive-up services, as needed.
Maintains a well-organized work area, ensuring efficiency and cleanliness.
Professionally and promptly handles customer problems and complaints, coordinating appropriate follow-up actions.
Directs consumer loan requests to the relevant branch personnel, while maintaining a basic knowledge of the bank\'s consumer loan products.
Upholds a record of regular and consistent attendance to sustain high standards of customer service, and occasionally participates in before/after hours and weekend community events.
Ensures compliance with Bank Secrecy Act regulations and internal/operational risk controls, attending mandatory training sessions and completing required online courses.
Exemplifies adherence to all company policies and serves as a role model in policy compliance.
Occasionally travels locally for bank-related purposes, including staff meetings, training, business calls, networking, and community/marketing events.
Other duties as assigned, performing similar or related work as directed, required, or as situation dictates.
Sales
Shares responsibility for achieving branch goals.
Participates in Branch activities that generate new business such as promoting branch sales culture and special promotional events.
Occasionally represents the financial institution in before/after hours and/or weekend networking and community service events.
Service
Consistently exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
Maintains a solid knowledge of Bank\'s deposit and loan products as well as additional services offered.
Provides counsel to existing and potential customers regarding product and/or service selection.
Evaluates customer problems and complaints and resolves them to ensure customer satisfaction.
Assists customers with teller line transactions and account opening and maintenance.
Qualifications and Skills
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
Means and mode to travel to any of Main Street Bank\'s locations as needed on an occasional basis.
Solid understanding and application of administration activities and ability to operate standard office equipment
Competencies
Coachable and demonstrable ability to take and implement feedback
Continuous desire to learn and improve
Excellent Communication Skills (written and verbal)
Accurate attention to detail
Self-Monitoring
Professionalism
Adaptability
Responsiveness
Independent
Team oriented
Confidentiality & Discretion
Organizational Skills
Sound Judgement
Proficient Prioritization skills
Resourceful
Relationship Builder - Develops and maintains relationships with officers, employees and external contacts and maintains alignment with core values, vision, strategy and goals.
Computer Technology Savvy - Utilize technology/systems to improve work processes and use a range of technology to solve problems
Legal and Equal Opportunity Main Street Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Main Street Bank is committed to working with and providing reasonable accommodation to individuals with disabilities. If you need special assistance or an accommodation while seeking employment, please call: 978-487-1432 or send an email to human.resources@bankmainstreet.com and we will make determination on your request for reasonable accommodation on a case-by-case basis.
The completion of this Application for Employment does not assure a position with Main Street Bank and any offer of employment is conditioned on the satisfactory completion of a background and credit review as determined by the sole discretion of Main Street Bank. Neither this Application for Employment nor any document constitutes a contract of employment for a specific term and that any employment relationship that may be established will be 'at-will' and if hired, may be terminated at any time, for any reason, by the applicant or Main Street Bank.
Americans With Disabilities Act (ADA) compliance information and related Massachusetts laws are provided as required. This description includes a standard disclaimer of at-will employment and references to applicable laws.
Location and Compensation Burlington, MA — $54,080.00-$82,800.00
Other postings listed nearby for context only.
#J-18808-Ljbffr