Personal Banker II

Job Summary

Be a part of something new! This role is tied to the launch of our newest location - The Prudential Center in Boston - opening soon! We're looking for passionate leaders ready to grow with us and help shape a high-performing, customer-first team.

About the Role

Proficiently perform teller function processing transactions with accuracy and balance according to the Bank’s standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.

Qualifications

• To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
• Essential Duties & Responsibilities
• Perform all Personal Banker I duties:
• Demonstrate awareness, commitment and dedication to servicing and building customer relationship
• Gain full knowledge of the products and services offered by the Bank
• Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
• Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
• Responsible for operational compliance and adherence to bank policies and procedures
• Gain full understanding and knowledge of the teller function
• Consistently deliver exceptional customer service
• Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings
• Aids in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities
• Aids and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed
• Perform additional duties as requested, needed or assigned
• Job Requirements
• Knowledge required for Personal Banker I role:
• Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings
• Ability to lift 30 pounds
• Basic knowledge of keyboard and computer skills
• Must have basic business acumen and professionalism
• Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
• Willing to become a Notary Public in MA
• Ability to adhere to Needham Bank’s Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

Education & Experience

• High School Diploma or GED
• Two plus years of teller or cash handling experience with accurate balancing record
• Customer service experience and/or sales experience preferred