Senior Banker I

Middlesex Savings Bank•Hudson, MA
•$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 role develops customer relationships and new business by understanding customer needs and recommending appropriate products and services, including through collaboration with business partners. 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. The Senior Banker I ensures accuracy and quality, maintains knowledge of Bank products and services and digital tools, and serves as a resource to customers and colleagues. Duties include branch settlement, basic recycler troubleshooting, and opening and closing the branch as needed. The role follows compliance, security, risk, confidentiality, and other Bank policies; handles overrides and exceptions within authorized limits; supports team members and supervisors; and contributes to a positive work environment. The position 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 serving as banker in charge. The Senior Banker I also performs Banker duties as appropriate, assists with branch facility upkeep, and carries out other related or unrelated duties as required. The stated expected pay range is $41,097 to $62,682.

Requirements

  • High school diploma or equivalent required; some college is specified.
  • At least 18 months of Banker experience or similar customer-service-related experience within banking.
  • Knowledge of basic mathematics 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 are required.
  • Must be able to sit and stand for extended periods and lift 25 pounds.
  • Must attain Notary Public designation within 6 months.

Responsibilities

  • Represent Middlesex Savings Bank to the public and colleagues and promote the Bank’s core values and mission.
  • Conduct a wide array of customer transactions, recommend appropriate Bank products and services, and assist with customer questions and problem resolution.
  • Understand customer needs and expectations and offer products and services that address them.
  • Develop new business and establish and grow customer relationships, including using business partners as appropriate.
  • Perform Senior Banker I technical and customer-service functions, including home equity closings, basic wire approvals, lost bank checks, basic service recovery, fraud claims, and complex business accounts.
  • Support branch supervisors in creating a strong customer experience and implementing Bank policies, procedures, and initiatives.
  • Ensure the quality and accuracy of work and maintain sound technical knowledge of Bank products and services.
  • Demonstrate 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 comply with regulatory, security, risk, confidentiality, and other Bank policies.
  • Perform overrides and exceptions thoughtfully and within authorized limits, seeking assistance as appropriate.
  • Contribute actively to the branch team, identify work that needs to be done, and support a positive work environment.
  • Follow through on assignments, manage time and priorities, communicate professionally, and support branch, division, and Bank strategic goals.
  • Make dependable and consistent decisions aligned with Bank values and standards; recommend solutions using knowledge and experience; recognize and prevent fraud.
  • In the absence of designated managers, perform the functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager, including serving as banker in charge and opening or closing the branch.
  • Perform Banker functions as necessary and appropriate.
  • Assist the Branch Manager and Assistant Branch Manager with care of branch facilities and perform other duties as required.
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