Personal Banker I - Southborough (74143)

Job Details

Level: EntryJob Location: Southborough Branch - Southborough, MA 01772Position Type: Full TimeSalary Range: $20.99 - $23.50 HourlyJob Category: Customer Service

Title: Personal Banker I                                      

FLSA Status: Non-exempt                            Employment Status: Full Time, Part Time, and/or Per Diem

Department: Branch                                      Location: Varies/Branch

Reports To: Personal Banker II, Branch Supervisor/ Assistant Branch Manager

Date Prepared: November 10th, 2023           Human Resources Review: November 10th, 2023

 

SUMMARY:

Within the Retail Branch team at Main Street Bank, our Personal Bankers at Main Street Bank excel in nurturing customer relationships and recommending products and services. Leveraging their product knowledge in every interaction, they identify customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience. Under the direct supervision of the Assistant Manager/Branch Manager or Branch Administrator. The Personal Banker I manages a wide spectrum of customer service transactions, including teller line operations, and play a crucial role in guiding customers to the appropriate departments for non-deposit transactions. Moreover, the Personal Banker I may extend their support to branch and retail initiatives that have an impact on both the department and the entire bank. In keeping with our established sales and service culture, this role actively contributes to the attainment of the bank's goals.

 

 

ESSENTIAL DUTIES and RESPONSIBILITIES:

The requirements listed are representative of the knowledge, skill, and/or ability required.

In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

 

                                                                                                    

How you will spend your time:

 

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
• Manages the opening of various deposit accounts, ensuring the necessary documentation is complete and properly filed.
• Demonstrates a proactive approach to cross-selling bank products, making tailored recommendations to meet customer needs. Addresses basic inquiries and redirects complex issues to the appropriate channels.
• Skillfully manages phone inquiries related to account activity and balances.
• Maintains and organizes the teller workstation, ensuring an adequate supply of cash, forms, and other essentials for daily operations.
• Executes a diverse array of customer transactions, including deposits, withdrawals, cash disbursements, loan and mortgage payments, check processing, money order issuance, and account transfers.
• Delivers a wide range of customer services, such as handling change of address requests, re-pinning debit cards, adding notes to customer accounts, and assisting with Certificate of Deposit renewals.
• Upholds meticulous record-keeping practices and conducts accurate end-of-shift balancing procedures, promptly reporting any discrepancies to supervisors.