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Customer Relationship Banker

2 months ago

Natick, Massachusetts, United States Middlesex Savings Bank Full time
Overview


The Customer Relationship Banker plays a crucial role in representing Middlesex Savings Bank to both the public and colleagues, embodying 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 their team.

The Customer Relationship Banker fosters strong customer connections by executing a diverse range of transactions, suggesting appropriate products and services, and assisting customers with inquiries and issue resolution.

Responsibilities


Customer Experience: Cultivates an understanding of customer needs and expectations, offering tailored products and services that meet those demands. Expands business opportunities by building and nurturing customer relationships, leveraging business partners as necessary. The Customer Relationship Banker is adept in all responsibilities of a Banker I.

Additionally, they possess proficiency in basic trust accounts, powers of attorney, introductory IRAs, international wire transfers, safe deposit box services, and fundamental consumer and real estate lending products, along with other essential technical and interpersonal skills.

Operational Excellence: Ensures the quality and precision of all work. The Customer Relationship Banker has a solid grasp of the Bank's digital offerings, as well as other products and services, demonstrating sound technical expertise. They remain updated on alerts and other company communications, executing all tasks in compliance with established protocols regarding compliance, security, and risk. Maintains proficiency in regulatory compliance and adheres to all Bank policies, including those related to confidentiality and communication.

Teamwork: Actively engages as a member of the branch team, stepping in as necessary to achieve team goals. Supports branch supervisors in implementing Bank policies, procedures, and initiatives while fostering a positive work environment.

Credibility: 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 the strategic objectives of the branch, division, and the Bank.

Decision Making: Understands and adheres to Bank policies and procedures, recognizing potential risks and alerting branch supervisors as needed. Makes decisions consistently and dependably in alignment with the Bank's values and standards, identifying signs of fraud and escalating concerns appropriately.

Miscellaneous: Executes functions within their authority and expertise to deliver the highest level of service and responsiveness to customers and colleagues. Performs other related and unrelated duties as required.

Qualifications

Education:
High School Diploma or equivalent is required; some college education is preferred.

Work Experience:
1-2 years of experience in banking or a similar customer service role is required.

Knowledge, Skills, and Abilities:
Must possess a foundational understanding of basic mathematical principles and be capable of performing basic calculations. Demonstrated skills in customer service, sales, organization, communication, and interpersonal relations are essential. Strong attention to detail is required. Intermediate technology skills, including proficiency in Microsoft Office, are necessary. Flexibility in scheduling and work location is required, as well as the ability to sit or stand for extended periods and lift up to 25 pounds.

Licenses and Certifications:
Must obtain Notary Public designation within six months.

PI

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