Jobs · Finance · Massachusetts

Personal Banker

TruNorth Bank · Peabody, MA · 4 mo ago
FinanceInternship

Primary Accountabilities / Responsibilities

Performs any functions necessary within the scope of authority and expertise, to provide the highest levels of customer service and responsiveness to our customers.

Teller Skills

  • Superior Service Quality
  • Ensures excellence in customer service and always maintains service standards.
  • Acts as a resource to identify customer servicing issues so that a resolution can occur, and customer's relationship is retained.
  • Responds to customer requests, problems, and/or complaints, and if unable to immediately assist that customer, ensures the proper hand-off to the appropriate person to assist.
  • Recognizes opportunities to suggest/cross-sell other Bank services to customers.

Operations

  • Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, cash, checks, credit card advances.
  • Participation in individual, team, and Bank goals as set by the Branch Manager.
  • Adheres to internal controls/policies regarding audit, dual control, security, regulatory compliance, cash limits and robbery procedures, which protect the Bank, employees, and customers.

Security

  • Ensures the prevention of fraudulent activities through adherence to Bank policies and procedures.
  • Adheres to branch security procedures detailed in the HFG security manual.

Qualifications

  • A high school diploma/GED is required.
  • Cash handling experience is preferred.
  • At least 2 years of customer service experience is required.
  • 1-2 years of banking experience is preferred.
  • Computer skills are required.
  • Knowledge of Microsoft products is a plus.
  • Fluency in a second language is a plus.

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