Banker I

Middlesex Savings Bank•Needham, MA

9d•$37,927 - $54,024

About The Position

The Banker I represents Middlesex Savings Bank to the public and colleagues and promotes the Bank’s core values and mission. The role focuses on customer experience, operational excellence, performance goals, sound decision-making, and supporting the success of the Bank and branch team. The Banker I builds customer relationships by conducting a range of transactions, recommending appropriate products and services, answering questions, and helping resolve problems. The position requires proficiency in teller transactions, opening personal and basic business accounts, and processing domestic wire transfers. The Banker I follows compliance, security, risk, and confidentiality requirements; keeps current on Bank communications; supports branch policies and initiatives; and escalates potential risks and suspected fraud. The role also requires schedule and work-location flexibility, including extended and weekend hours.

Requirements

High school diploma or equivalent required; some college is listed.
Six to twelve months of teller or similar banking customer-service experience, or recent graduation from the Banker Trainee Program, required.
Knowledge of basic math principles and ability to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Strong attention to detail.
At least intermediate technology skills, including knowledge of Microsoft Office.
Ability to work extended and weekend hours; scheduling and work-location flexibility required.
Ability to sit for extended periods, stand for extended periods, and lift 25 pounds.
Must attain Notary Public designation within six months.

Responsibilities

Understand customer needs and expectations and offer products and services that address them.
Develop new business by establishing and growing customer relationships, using business partners when appropriate.
Conduct teller transactions, open personal and basic business accounts, and process domestic wire transfers.
Maintain quality and accuracy of work and demonstrate knowledge of the Bank’s digital products, other products and services, and related technical processes.
Stay informed of alerts and company communications.
Follow compliance, security, risk, confidentiality, email, and other Bank policies and protocols; maintain regulatory compliance proficiency.
Contribute as an engaged branch team member and support branch supervisors in implementing Bank policies, procedures, and initiatives and maintaining a positive work environment.
Follow through on assignments, manage time and priorities effectively, demonstrate flexibility, and communicate professionally in written, verbal, and electronic formats.
Support branch, division, and Bank strategic goals; make decisions consistently with Bank policies, procedures, values, and standards.
Recognize potential risks and warning signs of fraud and alert branch supervisors or escalate appropriately.
Perform other related and unrelated duties as required to provide responsive service to customers and co-workers.
Attain the Notary Public designation within six months.