Senior Banker I

Middlesex Savings Bank•West Concord, MA

About The Position

The Senior Banker I represents Middlesex Savings Bank to the public and colleagues while promoting 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 array of customer transactions, recommends products and services in line with Bank objectives, and helps customers with questions and problem resolution. The Senior Banker I develops customer relationships by understanding customer needs, offering appropriate products and services, and developing new business, including use of business partners when appropriate. The position requires proficiency in all Banker II requirements and additional capabilities such as home equity closings, basic wire approvals, lost bank checks, basic service recovery, fraud claims, and complex business accounts. The Senior Banker I supports branch supervisors in delivering a strong customer experience. The role ensures accurate work, maintains technical knowledge of Bank products and services, and serves as a resource on digital products for customers and employees. Duties include branch settlement, basic recycler troubleshooting, and branch opening and closing as needed. The employee follows compliance, security, risk, confidentiality, and other Bank policies; performs overrides and exceptions within limits; and seeks assistance when appropriate. As an active branch team member, the Senior Banker I supports supervisors in implementing policies, procedures, and initiatives, helps create a positive work environment, and assists team members. The role may perform the functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager in their absence, including opening or closing the branch and serving as banker in charge. It also performs Banker duties as needed, assists with care of branch facilities, and carries out other related or unrelated duties as required. The expected pay range is $41,097 to $62,682. Actual compensation may vary based on factors including experience, certifications, qualifications, internal equity, business needs, and market data.

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

Represent Middlesex Savings Bank and promote its core values and mission.
Conduct customer transactions, recommend products and services, and assist customers with questions and problem resolution.
Understand customer needs and offer products and services that address them.
Develop new business by establishing and growing customer relationships, including using business partners as appropriate.
Support branch supervisors in creating the best possible customer experience.
Ensure quality and accuracy of work and maintain technical knowledge of Bank products and services.
Serve as a resource on the Bank’s digital products for customers and other 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, and other Bank policies.
Perform overrides and exceptions thoughtfully and within authorized limits, seeking assistance as appropriate.
Participate actively in the branch team, step in as needed, and support implementation of Bank policies, procedures, and initiatives.
Manage tasks, time, and priorities; communicate professionally; and support branch, division, and Bank strategic goals.
In the absence of specified managers, perform Senior Banker II, Senior Banker III, or Assistant Branch Manager functions, including opening or closing the branch and serving as banker in charge.
Perform Banker functions as necessary and appropriate.
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.
Provide service and responsiveness to customers and co-workers and perform other related or unrelated duties as required.