Personal Banker I

MutualOne Bank • Framingham, MA

4d • $41,609 - $64,842 • Onsite

About The Position

The Personal Banker I provides exceptional customer service through in-depth knowledge of company products, understanding customers’ unperceived needs, and effective communication with team members. The role provides a range of banking services, supports customers with electronic banking, and identifies financial needs to recommend relevant products and services. The position reports to the Branch Manager and supervises no employees. It is a non-exempt, full-time role in Retail Banking, based at the Framingham, Massachusetts location, with support for multiple branch locations as needed.

Requirements

• Bachelor’s degree or equivalent sales and service experience.
• Good interpersonal, communication, and computer skills.
• Basic understanding of financial products and services and ability to learn more.
• Ability to assess customer needs, provide solid recommendations, and build customer relationships to optimize sales opportunities with new and existing customers.
• Effective written and verbal communication and computer skills.
• Professional demeanor, including business attire, courtesy, tact, and conflict management skills.
• Ability to apply critical-thinking and problem-solving skills.
• Ability to adapt to changing demands and requirements.
• Ability to use standard equipment such as computers, phones, and photocopiers.
• Manual dexterity and ability to move and lift up to 25 pounds.
• Ability to sit or stand for longer periods of time.
• Ability to work schedules meeting the Bank’s needs, which may include early morning, evening, and/or weekend hours.
• Occasional local travel to other worksites is required.

Nice To Haves

• Multilingual speaking.

Responsibilities

• Open new accounts, explain available bank products and services, and gather customer information to process new and existing accounts.
• Provide comprehensive electronic banking support to customers.
• Interview customers proactively to identify perceived and unperceived financial needs.
• Complete transactions accurately and efficiently, using strong written and verbal communication skills.
• Maintain knowledge of branch policies and procedures.
• Participate in activities that generate new business, such as special events.
• Complete IRA and CD transactions and handle teller transactions as needed to satisfy customer needs.
• Help customers through clarity, simplicity, guidance, and know-how.
• Assist customers by telephone and in person.
• Support multiple branch locations as needed.
• Follow operational, regulatory, and security requirements, directives, and procedures while minimizing losses.
• Contribute to individual and group goals and suggest process improvements to exceed customer expectations.
• Complete approved in-house or other approved training programs.
• Comply with BSA regulations as appropriate to the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level