Senior Banking Officer II

2 weeks ago


Wayland, Massachusetts, United States Wayland Branch Full time

Overview

The Senior Banking Officer II plays a pivotal role in representing Wayland Branch to both the public and internal colleagues, while actively promoting the Bank's core values and mission. This position emphasizes a commitment to enhancing the customer experience, achieving operational excellence, meeting performance objectives, making informed decisions, and contributing to the overall success of the Bank and its team.

Key Responsibilities

Customer Experience: The Senior Banking Officer II develops a comprehensive understanding of customer needs and expectations, offering tailored products and services that meet those demands. They are responsible for fostering new business opportunities by establishing and nurturing customer relationships, leveraging business partners as necessary. This role requires proficiency in all aspects of the Senior Banking Officer I position, along with expertise in business loan closings, business deposit account analysis, complex IRA transactions, and safe deposit box management.

Operational Excellence: The Senior Banking Officer II ensures the quality and accuracy of all work performed. They demonstrate extensive technical knowledge of Bank products and services and serve as a resource for customers and colleagues regarding digital banking solutions. Responsibilities include branch settlement, basic troubleshooting of recycling machines, and managing branch opening and closing procedures. Staying informed of alerts and company communications is essential, as is adherence to compliance, security, and risk protocols.

Team Collaboration: This role requires active participation in the branch team, identifying tasks that need attention and stepping in as necessary. The Senior Banking Officer II supports branch supervisors in implementing Bank policies and initiatives, acting as a resource for team members and fostering a positive work environment.

Credibility: The Senior Banking Officer II is expected to follow through on assignments, manage time effectively, and demonstrate flexibility. Clear and professional communication is essential, as is support for the branch's strategic goals. This position may involve performing the duties of a Senior Banking Officer III or Assistant Branch Manager in their absence, including managing branch operations.

Decision Making: The Senior Banking Officer II is responsible for making consistent and reliable decisions that align with the Bank's values and standards. They utilize their knowledge and experience to recommend effective solutions and are proficient in recognizing and preventing fraudulent activities.

Miscellaneous Duties: This role includes assisting the Branch Manager and Assistant Branch Manager in maintaining branch facilities and providing exceptional service to customers and colleagues. Additional related duties may be assigned as required.

Education:

A High School Diploma or equivalent is required, with some college education preferred.

Work Experience:

A minimum of 2 years of experience in banking or a similar customer service role is required.

Knowledge, Skills, and Abilities:

The ideal candidate must possess a solid understanding of basic math principles and demonstrate strong customer service, sales, organizational, communication, and interpersonal skills. Attention to detail and intermediate technology skills, including proficiency in Microsoft Office, are essential. Flexibility to work extended hours and weekends is required, along with the ability to sit or stand for prolonged periods and lift up to 25 pounds.

Licenses and Certifications:

Must obtain the designation of Notary Public within 6 months of employment.

PI

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