Relationship Banker

Pentucket Bank•Haverhill, MA

19d

About The Position

Pentucket Bank is a community bank supported by River Run and its banking affiliates, Newburyport Bank and Rollstone Bank and Trust. The Relationship Banker provides customer service and product and service recommendations while working toward established goals. The role uses the Bank’s Service Excellence Standards and product knowledge to develop and manage customer relationships. The position serves customers, identifies their financial needs, opens and services consumer and business accounts, and recommends suitable products. It also processes banking transactions, follows branch procedures and regulatory requirements, supports ATM operations, and helps maintain branch security. The role participates in business development initiatives and works collaboratively to provide an exceptional customer experience.

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 passion and commitment to delivering experiences that enhance clients’ financial well-being.
Proficiency with computer software and internet-based applications.
A self-starter with a strong work ethic who acts in clients’ best interests while considering the Bank’s objectives.
Attention to detail and critical-thinking and problem-solving skills to address clients’ needs.
Clear and confident communication skills and the ability to engage with a variety of clients.
Ability to work collaboratively, achieve goals, maintain strong relationships, develop banking industry skills, and provide exceptional customer experiences.
Ability to work effectively as part of a team.
Willingness to work evenings, weekends, and at multiple market locations as required.

Nice To Haves

Cash handling experience.

Responsibilities

Stay current on Bank products, services, procedures, policies, and regulatory and compliance requirements through meetings and mandatory training, and apply that knowledge in daily operations.
Explain and recommend products and services using a consultative approach, including appropriate cross-selling during branch visits and outbound calls to leads from Marketing or the CRM.
Identify customers’ financial needs, deepen relationships, and refer customers to colleagues or departments as appropriate.
Open consumer and business accounts, certificates of deposit, and other ancillary products; answer questions and ensure account-opening paperwork is completed and entered correctly.
Work consistently toward performance goals and participate in business development initiatives that deepen customer relationships and promote Bank products and services.
Follow branch operating procedures, including those for check cashing, deposits, account openings, debit card issuance, branch opening and closing, audits, compliance, vault and ATM management, and other operational functions.
Process customer transactions accurately, including check cashing and deposits, payments, mailed deposits, money orders and official checks, coin processing, and customer check orders.
Assess applicable fees, verify transactions, place holds when appropriate, and balance the assigned drawer at the end of the assigned shift.
Verify transactions and account balances in accordance with Bank policies and state and federal regulations, including the Bank Secrecy Act.
Support ATM-related issues and weekly ATM balancing procedures.
Assist with verification of incoming and outgoing cash shipments and help secure the Bank by opening and closing the Bank and vault and ensuring the safety and security of Bank grounds.
Prevent violations, minimize risks, and safeguard the Bank’s interests by adhering to laws, regulations, and Bank policies.