Senior Banker I

Middlesex Savings Bank•Concord, MA

2d•$41,097 - $62,682

About The Position

The Senior Banker I represents Middlesex Savings Bank to the public and colleagues and promotes the Bank’s core values and mission. The role focuses on customer experience, operational excellence, performance goals, sound decision-making, and the success of the Bank and branch team. The Senior Banker I conducts a wide range of customer transactions, recommends products and services in line with Bank objectives, and assists customers with questions and problem resolution. The Senior Banker I develops customer relationships by understanding needs and expectations, recommending appropriate products and services, and developing new business, including through business partners when appropriate. The role is proficient in all Banker II requirements and additional banking processes, and supports branch supervisors in delivering a strong customer experience. The position requires accurate work, technical knowledge of Bank products and services, familiarity with digital products, and adherence to compliance, security, risk, confidentiality, and other Bank policies. The Senior Banker I contributes to branch operations and teamwork, supports supervisors, and may perform higher-level banker or assistant branch manager functions in their absence, including opening or closing the branch and acting as banker in charge. The role also assists with branch facility upkeep and performs other duties as required.

Requirements

High school diploma or equivalent required; some college is listed.
At least 18 months of Banker experience or similar customer-service-related experience within banking.
Knowledge of basic math principles and ability to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Strong attention to detail.
At least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work-location flexibility required.
Must be able to sit for extended periods of time.
Must be able to stand for extended periods of time and lift 25 pounds.
Must attain the designation of Notary Public within 6 months.

Responsibilities

Develop an understanding of customers’ needs and expectations and offer products and services that address them.
Develop new business by establishing and growing customer relationships, including using business partners as appropriate.
Conduct a wide array of customer transactions and assist customers with questions and problem resolution.
Maintain proficiency in Banker II requirements and additional processes, including home equity closings, basic wire approvals, lost bank checks, basic service recovery, fraud claims, and complex business accounts.
Support branch supervisors in creating the best customer experience possible.
Ensure quality and accuracy of work and demonstrate sound technical knowledge of Bank products and services.
Use expertise with the Bank’s digital products and serve as a resource for customers and employees.
Perform branch settlement, basic recycler troubleshooting, and branch opening and closing as needed.
Stay informed of alerts and company communications and follow compliance, security, risk, confidentiality, email, and other Bank policies.
Perform overrides and exceptions thoughtfully and within authorized limits, seeking assistance as appropriate.
Participate actively in the branch team, identify work that needs to be done, and step in as needed.
Support branch supervisors in implementing Bank policies, procedures, and initiatives and in creating a positive work environment.
Follow through on assignments, manage time and priorities, demonstrate flexibility, and communicate professionally in writing, verbally, and electronically.
Support branch, division, and Bank strategic goals.
When needed, perform functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager, including opening or closing the branch and acting as banker in charge.
Perform Banker functions as necessary and appropriate.
Make dependable and consistent decisions aligned with Bank values and standards, recommend solutions, and recognize and prevent fraud.
Assist the Branch Manager and Assistant Branch Manager in caretaking of branch facilities.
Perform other related and unrelated duties as required.