Senior Banking Officer II

2 weeks ago


Wayland, Massachusetts, United States Wayland Branch Full time

Overview

The Senior Banking Officer II plays a crucial role in representing Wayland Branch to both the public and internal colleagues, embodying the core values and mission of the institution. This position emphasizes 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 Engagement - Cultivates a deep understanding of customer needs and expectations, offering tailored products and services to meet those requirements. Expands business opportunities by establishing and nurturing customer relationships, leveraging business partners as necessary. The Senior Banking Officer II is well-versed in all aspects of the Senior Banking Officer I role, and additionally possesses expertise in business loan closings, business deposit account evaluations, complex IRA transactions, and safe deposit box management, among other essential technical and interpersonal skills. This role also supports branch leadership in delivering an exceptional customer experience.

Operational Excellence - Ensures the quality and precision of all work performed. Demonstrates comprehensive technical knowledge of bank products and services. Exhibits proficiency with the bank's digital offerings and serves as a resource for customers and staff alike. Responsible for branch settlement, basic equipment troubleshooting, and branch operational hours as required. Remains updated on alerts and internal communications, acting as a resource for branch personnel regarding operational inquiries. Adheres to all compliance, security, and risk management protocols, maintaining proficiency in regulatory requirements and following all bank policies, including those related to confidentiality and communication.

Team Collaboration - Actively participates in the branch team, identifying tasks that need attention and stepping in as necessary. Aids branch leadership in implementing bank policies, procedures, and initiatives, serving as a resource for colleagues and fostering a positive work environment.

Professional Integrity - Completes tasks and assignments reliably, managing time and priorities effectively while demonstrating adaptability. Communicates ideas clearly and professionally through written, verbal, and electronic means. Supports branch, division, and bank-wide strategic objectives. May assume the responsibilities of a Senior Banking Officer III or Assistant Branch Manager in their absence, including overseeing branch operations and serving as the lead banker as needed.

Decision-Making - Makes consistent and dependable decisions aligned with the bank's values and standards. Utilizes knowledge, experience, and insights to recommend effective solutions. Demonstrates proficiency in recognizing and preventing fraudulent activities, serving as a resource for branch staff in these areas.

Additional Duties - Assists branch leadership in maintaining the branch facilities. Performs functions within the scope of authority to deliver the highest level of service and responsiveness to customers and colleagues. Undertakes other related and unrelated tasks as required.

Education

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

Work Experience

A minimum of 2 years of banking experience or a similar customer service role within the financial sector is required.

Knowledge, Skills, and Abilities

Proficient in basic mathematical principles and capable of performing fundamental calculations. Demonstrated skills in customer service, sales, organization, communication, and interpersonal relations. Strong attention to detail is essential. Intermediate technology skills are required, including familiarity with Microsoft Office. Flexibility to work extended hours and weekends is necessary. Must be able to sit and stand for prolonged periods and lift up to 25 pounds.

Licenses and Certifications

Must obtain Notary Public designation within 6 months of employment.

PI

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