Banker Trainee

Middlesex Savings Bank•Westford, MA

31d•Onsite

About The Position

The Banker Trainee is responsible for representing Middlesex Savings Bank to the public and colleagues, promoting the Bank's core values and mission. This position provides training to develop the skills necessary to function as a Banker I, focusing on both technical skills (processing transactions, opening/servicing accounts) and advisory skills (uncovering customer needs, recommending products). During training, trainees will build strong customer relationships by conducting transactions, assisting with inquiries and problem resolution, and recommending appropriate products and services. This role covers the towns of Acton, Bedford, Boxborough, Concord, Groton, Littleton, Natick, Sudbury, Wayland, West Concord, and Westford.

Requirements

High School Diploma or its equivalent is required
6-12 months of cash handling or customer service related experience is required
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time.
Must be able to stand for extended periods of time and lift 25 pounds.

Nice To Haves

Associate's Degree or some college is preferred

Responsibilities

Develops an understanding of customers’ needs and expectations, and offers products and services that address those needs and expectations.
Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.
Ensures quality and accuracy of work.
Develops sound technical knowledge, including of Bank products, services, and technology services.
Stays informed of alerts and other company communications.
Performs all duties in accordance with prescribed compliance, security and risk protocols.
Maintains proficiency in regulatory compliance.
Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Is an engaged member of the branch team; steps up as needed to accomplish team objectives.
Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility.
Expresses ideas well and clearly; uses professional written, verbal and electronic communications.
Supports branch, division and Bank’s strategic goals.
Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.
Understands and complies with Bank policies and procedures.
Brings requests for exceptions to branch supervisors as appropriate.
Is aware of potential risks and alerts branch supervisors as appropriate.
Learns to recognize warning signs of fraud and escalates appropriately.
Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers.
Performs other related and unrelated duties as required.