PT Personal Banker II
About The Position
The Personal Banker II proficiently performs teller functions, processing transactions accurately and balancing according to the Bank’s standards, procedures, and policies. The role broadens customer relationships by providing account solutions through account opening and maintenance activities and represents Needham Bank’s core values in the community. The position performs all Personal Banker I duties, including providing customer service, opening and maintaining accounts, explaining products and services, gathering customer information, promoting bank offerings, making referrals, and following operational policies and procedures. The Personal Banker II maintains up-to-date product knowledge, helps train tellers and personal bankers, and provides backup support to branch managers as needed.
Requirements
- High school diploma or GED.
- Two or more years of teller or cash-handling experience with an accurate balancing record.
- Ability to work a flexible schedule based on bank operating hours, including Saturday mornings.
- Ability to lift 30 pounds.
- Basic keyboard and computer skills.
- Ability to perform basic arithmetic using a calculator.
- Basic business acumen and professionalism.
- Ability to build strong relationships and alliances across the organization, exceed customer expectations, adapt to change, and demonstrate reliability and motivation.
- Reliable transportation.
- Fluency in written and verbal English.
- Willingness to become a Notary Public in Massachusetts.
- Ability to adhere to Needham Bank’s core values: focus on customer relationships, embrace change, work as a team, be an asset to the community, always learn, and do the right thing.
Nice To Haves
- Customer service experience and/or sales experience.
Responsibilities
- Perform all duties of a Personal Banker I, including servicing and building customer relationships.
- Learn and maintain knowledge of the Bank’s products and services.
- Provide customer services, including opening new accounts, explaining products and services, and gathering information to process new and existing accounts.
- Promote bank products, contribute to referrals, and refer or resolve customer inquiries about accounts and banking services.
- Follow operational compliance requirements and bank policies and procedures.
- Perform teller functions accurately and maintain balancing standards.
- Consistently deliver exceptional customer service.
- Stay abreast of product and service changes and anticipate customer needs when communicating offerings.
- Assist with training and developing tellers and personal bankers, communicate with the Retail Trainer, and participate in assigned training activities.
- Assist and provide backup to the Assistant Branch Manager, Teller Manager, or Head Teller as needed.
- Perform additional duties as requested, needed, or assigned.
Benefits
- Fully paid medical insurance
- Fully paid dental insurance
- Health reimbursement arrangement (HRA)
- 401(k) plan with an 8% bank match
- Paid time off
- Paid holidays
- Bonus program
- Flexible spending accounts
- Vision service plan
- Group term life insurance
- Short- and long-term disability insurance
- Tuition reimbursement
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
