Jobs · Finance · Massachusetts

Relationship Banker III - Dennis

The Cape Cod Five Cents Savings Bank · Dennis, MA · 3 mo ago
On-siteFinanceFull-time

Essential Job Functions/Responsibilities

  • Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
  • Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
  • Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
  • Safeguards customer trust by upholding duty of customer confidentiality
  • Maintains compliance with all required laws, regulations, policies and procedures
  • Timely completion of all assigned learning activities
  • Participates in Banking Center meetings and one-on-one coaching sessions
  • Fulfills all Banking Center opening and closing activities
  • Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
  • Assists customers in preparing loan applications for home equity products and other consumer loans

Education, Certifications

  • Bachelor’s degree preferred
  • National Mortgage Licensing System (NMLS) registration
  • Notary Public commission

Knowledge, Skills & Abilities

  • Minimum two years banking experience
  • Ability to mentor RB I and RB II team members
  • Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc.
  • Ability to execute more complex account openings and transactions independently, e.g., business accounts
  • Demonstrated high level of judgement
  • Demonstrated ability to fulfill the Banking Center opening and closing activities
  • Proven customer relationship building experience
  • Strong verbal and written communication skills
  • Critical thinking, decision making and problem solving skills
  • Must have cyber security awareness to protect the digital environment, the Bank, and customers

Competencies

  • Courage
  • Technology Savviness/Digital Enthusiast
  • Financial Comprehension
  • Adaptability and Flexibility
  • Sales Aptitude
  • Eager and Agile Learner

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