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Relationship Banker Ii Front St. Worcester

3 months ago

Worcester, United States Webster Five Full time

: Proactively assists customers in strengthening their financial relationship with the Bank through needs-based conversations, recommendations of Bank product and service offerings, referrals to partners and account openings. Processes financial transactions and supports the sales and service culture through sales-related activities. Maintains confidentiality of bank records and customer information. Adheres to bank policies, procedures, and regulatory requirements. Consistently provides outstanding service representing the branch and the Bank in a courteous, professional, and friendly manner.
Principal Responsibilities:
*

Delivers outstanding personalized, responsive, and accurate customer service. Processes transactions including, deposits, withdrawals, check cashing and loan payments.
- Participates in daily branch operational tasks including, branch opening/closing and daily cash recycler balancing. Demonstrates teamwork by proactively assisting the branch team.
- Builds trust and delivers solutions by addressing and taking ownership of customer inquiries ensuring timely follow-up and meeting commitments.
- Listens and recognizes customers’ financial needs to develop and deepen relationships. Opens consumer deposit accounts and services, as well as basic small business accounts and services.
- Refers customers to other branch specialists and Bank partners such as the Investment Center, Business Lending, Business Services, and Mortgage Loan Officer as appropriate.
- Participates in prospective and existing customer outreach efforts, including branch events, outbound calling efforts, and community events.
- Attains individual sales goals and contributes to overall branch goals.
- Proficient in accessing operational policies and procedures, as well as the core banking system.
- Adheres to bank policies, procedures, and regulatory requirements. Maintains confidentiality of bank records and customer information. Regular, reliable attendance is critical.NOTE: This position description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

WORK ENVIRONMENT AND PHYSICAL DEMANDS: Work is often performed in an office environment, with frequent interruptions. Ability to remain in a stationary position, move inside the workplace, operate a computer, and exchange information. Occasionally required to move coin of approximately 50lbs. Must be able to positively discern and identify an individual. Willingness to work a flexible schedule and required to travel locally.
MINIMUM EDUCATION: High School or General Education (GED) Degree.

MINIMUM PRIOR EXPERIENCE: 2-4 years related experience.

Webster Five is an equal opportunity employer. We are committed to fostering and championing a culture of inclusion, equity, and diversity. Accommodations are available for applicants with disabilities.

Schedule:

- 8 hour shift

Ability to Relocate:

- Worcester, MA 01608: Relocate before starting work (required)

Work Location: In person