Relationship Banker

Pentucket Bank•Haverhill, MA

20d•$21 - $25

About The Position

The Relationship Banker provides customer service and recommendations for products and services while working toward established goals. The role uses the Bank’s Service Excellence Standards and product knowledge to develop and manage customer relationships. The banker supports customers’ financial needs, opens accounts, processes transactions, participates in business development, and helps maintain accurate, compliant, and secure branch operations. Pentucket Bank is a community bank supported by shared services organization River Run and banking affiliates Newburyport Bank and Rollstone Bank and Trust. The organization emphasizes innovation, strong partnerships, local community impact, heartfelt service, integrity, respect, teamwork, and continuous progress.

Requirements

High school diploma or equivalent.
Obtain a Notary Public commission within the first year of employment.
1–2 years of teller, customer service, and/or sales experience.
Basic knowledge and aptitude for math, working with numbers, and cash handling.
Demonstrated commitment to delivering experiences that enhance clients’ financial well-being.
Proficiency with computer software and internet-based applications.
Self-motivation, a strong work ethic, and focus on acting in clients’ best interests while considering the Bank’s objectives.
Attention to detail and the ability to use critical thinking and problem-solving skills to address clients’ needs.
Clear and confident communication and the ability to engage with clients, collaborate, build and maintain relationships, work effectively as part of a team, and provide an exceptional customer experience.
Willingness to work evenings, weekends, and at multiple market locations as required.

Nice To Haves

Cash handling experience preferred.

Responsibilities

Stay current on bank products, services, procedures, policies, and applicable regulatory and compliance requirements by attending team meetings, completing required training, and applying knowledge to daily operations.
Explain and recommend additional products and services using a consultative approach, including appropriate cross-selling during branch visits and outbound calls using Marketing or CRM-generated leads.
Identify new and existing customers’ financial needs, deepen customer relationships, and make referrals to colleagues and departments as appropriate.
Open consumer and business accounts, certificates of deposit, and other ancillary products; answer questions, provide account-opening information, and complete and enter required paperwork.
Consistently meet performance goals and promote products and services to add value and build customer awareness.
Participate in bank business-development initiatives, deepen existing relationships, promote bank products and services, and follow branch operating policies and procedures.
Process customer transactions accurately, including cashing checks, processing deposits and payments, maintaining logs, processing mailed deposits and coin, issuing money orders and official checks, ordering checks, assessing fees, verifying transactions, placing holds when appropriate, and balancing an assigned drawer.
Verify transactions and account balances in accordance with bank policies, state and federal regulations, and the Bank Secrecy Act.
Support ATM-related issues and weekly ATM balancing procedures.
Help verify incoming and outgoing cash shipments and perform security functions, including opening and closing the Bank and vault and helping ensure the safety and security of Bank grounds.
Follow federal and state laws, regulations, and bank policies to prevent violations, minimize risk, and safeguard the Bank’s interests.