Senior Banker I

Middlesex Savings Bank•Hudson, 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 customer needs, recommending suitable products and services, and using business partners as appropriate. The role is proficient in all Banker II requirements and additional services 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 and a positive work environment. The role ensures accurate, high-quality work; maintains knowledge of Bank products, services, digital products, compliance, security, and risk protocols; and carries out branch settlement, basic recycler troubleshooting, and branch opening and closing as needed. The Senior Banker I may perform the functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager in their absence, including 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.
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.
Must be able to stand for extended periods and lift 25 pounds.
Must attain a Notary Public designation within six months.

Nice To Haves

Some college.

Responsibilities

Understand 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 with questions and problem resolution.
Perform advanced banking services, 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 possible customer experience.
Ensure the quality and accuracy of work and demonstrate sound technical knowledge of Bank products and services.
Serve as a resource on the Bank’s digital products 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, and other Bank policies.
Perform overrides and exceptions thoughtfully and within established limits, seeking assistance as appropriate.
Identify team needs and step in as needed; support branch supervisors in implementing Bank policies, procedures, and initiatives.
Follow through on assignments, manage time and priorities, communicate professionally, and support branch, division, and Bank strategic goals.
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.
Recognize and help prevent fraud, draw on knowledge and experience to recommend solutions, and make decisions in alignment with Bank values and standards.
Assist the Branch Manager and Assistant Branch Manager with care of branch facilities.
Perform Banker duties and other related or unrelated duties as required.