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Personal Banker

2 months ago

Lexington, United States Cambridge Financial Full time

POSITION: PERSONAL BANKER Lexington Center

Summary:

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Personal Banker will demonstrate our core values and will focus on building long term relationship with clients and assist our customers in managing their bank accounts and finances.

Key Result Areas:

+ Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures.

+ Perform customer transactions accurately and efficiently to ensure each interaction provides consistently high-quality experiences to internal and external customers.

+ Develop and maintain substantial knowledge of Bank products and services.

+ Sell and cross-sell the products and services of the Bank and its partners to prospective and existing business and personal customers based on their needs.

+ Balance cash at end of day and assist with branch settlement.

+ Perform additional duties as required.

Qualifications:

+ High School degree or equivalent required.

+ Strong communication and interpersonal skills, with the ability to interact with all types of people and quickly build rapport.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with the major purpose of this job.

Location:

Lexington Center Lexington, Massachusetts

About Cambridge Savings Bank:

Cambridge Savings Bank is a full-service banking institution with over $6 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. In March 2023, Kroll Bond Rating Agency affirmed CSBs investment-grade rating, reinforcing the banks position as a reliable business lender. To learn more about how CSB can meet your needs, visit us at cambridgesavings.com , or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370.

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.

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