Experienced Banker - Paxton

Fidelity Cooperative Bank • Paxton, MA

3d

About The Position

Our Personal Bankers play a key role in allowing our valued clients to see
LifeDesign in action. By delivering outstanding, caring service, our Personal
Bankers demonstrate our commitment to help clients get where they want to be.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

Our Personal Bankers provide the highest level of customer service in a
positive, courteous, and enthusiastic manner to all employees, clients, and the
community.

Requirements

• Minimum six months retail banking experience
• Previous banking experience required, including processing customer transactions, deposit account openings, and platform services to serve a broad range of customer needs e.g., check orders, debit card issuance, stop payments, debit card/ACH disputes, etc.
• Prior customer relationship building experience
• Must have cyber security awareness to protect the digital environment, the Bank, and customers
• Strong verbal and written communication skills
• Critical thinking, decision making and problem-solving skills

Nice To Haves

• Bachelor's degree preferred
• Eligible for Nationwide Mortgage Licensing System(NMLS) registration
• Eligible for Notary Public commission

Responsibilities

• Maintains a superior knowledge of all Bank products and services
• Maintains knowledge of client facing digital technologies
• Demonstrates our LifeDesign approach to banking with colleagues, clients and in the community
• Team player and supports the goals of the banking center with proactive activities
• Achieves individual sales/referral goals
• Responds to all client questions, problems, and concerns in accordance with predetermined SLAs
• Provides a high level of customer service and uses our Care Process
• Utilizes the client’s relationship profile, each and every time, to uncover additional needs.
• Opens new consumer and business accounts, following our Life Design sales process
• Takes all consumer and home equity loans and onboards the client through the process
• Handles more complex client interactions and provides clarity
• Serves as a Peer Buddy or coach.
• Processes all teller transactions efficiently and accurately
• Adheres to bank operating policies and procedures
• Promotes mortgage, consumer, and commercial loan activities.
• Balances teller drawer daily and adheres to our Teller Accuracy Standards Policy
• Ensures confidentiality of customer information
• Ensures the security of the banking center and follows all security policies and procedures.
• Conducts outbound phone calls to our clients to deepen relationships.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees