Banker I

Middlesex Savings Bank•Needham, MA

About The Position

The Banker I represents Middlesex Savings Bank to the public and colleagues while promoting the Bank’s core values and mission. The role focuses on customer experience, operational excellence, achievement of performance goals, sound decision making, and contributing to the success of the Bank and branch team. The Banker I builds customer relationships by conducting a wide range of transactions, recommending appropriate products and services, and helping customers with questions and problem resolution. The position requires proficiency in teller transactions, opening personal accounts and basic business accounts, and processing domestic wire transfers. The Banker I maintains knowledge of the Bank’s products, services, digital offerings, alerts, communications, compliance requirements, and risk protocols. They support branch supervisors and team objectives, communicate professionally, manage tasks and priorities, and recognize and escalate potential fraud or other risks. Other related or unrelated duties may be assigned as required.

Requirements

High school diploma or equivalent required.
Six to twelve months of teller or similar customer-service-related experience within banking, or recent graduation from the Banker Trainee Program.
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 and stand for extended periods and lift 25 pounds.
Must attain Notary Public designation within six months.

Responsibilities

Understand customers’ needs and expectations and offer products and services that address them.
Develop new business by establishing and growing customer relationships, including using business partners as appropriate.
Conduct teller transactions, open personal and basic business accounts, and process domestic wire transfers.
Ensure the quality and accuracy of work and maintain sound technical knowledge of the Bank’s products and services, including digital products.
Stay informed of alerts and company communications.
Perform duties in accordance with compliance, security, risk, confidentiality, email, and other Bank policies and protocols.
Maintain proficiency in regulatory compliance.
Participate in branch teamwork and step up as needed to accomplish team objectives.
Support branch supervisors in implementing Bank policies, procedures, and initiatives and in creating a positive work environment.
Follow through on assignments, manage time and priorities effectively, and demonstrate flexibility.
Communicate ideas clearly and professionally in writing, verbally, and electronically.
Support branch, division, and Bank strategic goals.
Understand and comply with Bank policies and procedures, identify potential risks, and alert branch supervisors as appropriate.
Make dependable, consistent decisions aligned with Bank values and standards.
Recognize warning signs of fraud and escalate appropriately.
Perform functions within the scope of authority and expertise to provide responsive service to customers and coworkers, and perform other duties as required.