Jobs · Finance · Massachusetts

Senior Banker - South Hadley

PeoplesBank · South Hadley, MA · 2 wk ago
FinanceFull-time

Essential Duties And Responsibilities

  • Deliver an exceptional customer experience focused on relationship building, market growth, and regulatory compliance.
  • Perform daily banking operations including account opening/closing, transaction processing, and customer support, ensuring accuracy and adherence to bank policies.
  • Identify opportunities to deepen customer relationships and refer to internal business partners as appropriate.
  • Collaborate with team members to achieve branch goals and contribute to overall market success.
  • Address and resolve customer concerns professionally, documenting outcomes per bank policy.
  • Review and approve transaction exceptions and overrides, escalating complex issues to management as needed.
  • Serve as a key-holder responsible for opening/closing the branch and maintaining security standards.
  • Support consumer lending by accepting applications, assessing customer needs, and recommending appropriate products and payment options.
  • Manage cash operations including vault, ATM, and coin machine responsibilities; reconcile cash and negotiables in line with performance standards.
  • Ensure compliance with all regulatory requirements including BSA and CIP; complete and maintain required documentation and annual training.
  • Maintain thorough knowledge of PeoplesBank products and services; complete annual product training.
  • Communicate professionally across all channels, representing the bank in alignment with service standards.
  • Support brand awareness through community engagement, volunteerism, and business development activities.
  • Apply advanced knowledge of bank policies and procedures to support team operations and resolve customer issues.

Education And Experience

  • High School diploma required; Associates degree preferred.
  • Two years’ related experience.
  • Will consider a combination of education and experience.

Skills Required

  • Advanced cash handling experience, mathematical acumen required.
  • Exceptional attention to detail with the ability to manage time effectively and multitask in a dynamic environment.
  • Thrives in fast-paced settings, demonstrating adaptability and a proactive approach to change.
  • Excellent verbal and written communication skills, ensuring clear and professional interactions.
  • Strong interpersonal and customer service abilities, with a talent for building and maintaining client and business relationships.
  • High level of discretion and integrity, committed to protecting the financial privacy of clients, colleagues, and the organization.
  • Willingness to travel to various banking center locations throughout region as needed and assigned.
  • Ability to complete on-the-job training and demonstrate proficiency in accordance with company standards and guidelines.

Work Environment And Physical Demands

  • Frequent travel is required to and from various banking centers within reasonable distance and the PeoplesBank Executive Office in Holyoke, MA.
  • Flexibility is essential for this role.
  • While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak.
  • The associate is frequently required to reach, walk, stoop, crouch.
  • The associate is occasionally required to stand, lift, bend, drive and travel.
  • The associate may work offsite at community, financial education and bank-at-work events several times a year and occasionally makes business calls with the Banking Center Manager.

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