Senior Banker I

Middlesex Savings Bank•Southborough, MA

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 is proficient in all Banker II requirements and additionally handles tasks such as home equity closings, basic wire approvals, lost bank checks, basic service recovery, fraud claims, and complex business accounts. The role supports branch supervisors in delivering a strong customer experience and serves as a resource for customers and colleagues. It may perform the functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager when that manager is absent, including opening or closing the branch and acting as banker in charge. The Senior Banker also performs Banker duties as needed and other related or unrelated duties as required.

Requirements

High school diploma or equivalent required; some college.
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.
Ability to work extended and weekend hours; scheduling and work-location flexibility required.
Ability to sit for extended periods and stand for extended periods.
Ability to lift 25 pounds.
Must attain Notary Public designation 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 customer transactions and assist customers with questions and problem resolution.
Perform home equity closings, basic wire approvals, lost bank check processing, basic service recovery, fraud claims, and complex business account tasks.
Support branch supervisors in creating a strong customer experience and implementing Bank policies, procedures, and initiatives.
Ensure the quality and accuracy of work and demonstrate sound knowledge of Bank products, services, and digital products.
Serve as a resource for customers and employees on the Bank’s digital products.
Perform branch settlement, basic recycler troubleshooting, and branch opening and closing as needed.
Stay informed of alerts and company communications and perform duties according to compliance, security, and risk protocols.
Maintain regulatory compliance and follow Bank policies, including confidentiality and email policies.
Perform overrides and exceptions thoughtfully and within limits, seeking assistance when appropriate.
Contribute actively to the branch team, identify work that needs to be done, and support colleagues and a positive work environment.
Follow through on assignments, manage time and priorities, communicate professionally, and support branch, division, and Bank strategic goals.
In the absence of specified managers, perform their functions as needed, including opening or closing the branch and serving as banker in charge.
Make dependable decisions aligned with Bank values and standards, recommend solutions, and recognize and prevent fraud.
Assist the Branch Manager and Assistant Branch Manager with care of branch facilities.
Perform Banker functions and other duties as necessary and appropriate.
Work extended and weekend hours as required and remain flexible regarding scheduling and work location.