Relationship Banker

4 weeks ago

Auburn, Massachusetts, United States Webster Five Full time
Job Summary

We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Webster Five. As a Relationship Banker, you will play a critical role in strengthening our customers' financial relationships with the bank through needs-based conversations, recommendations of bank products and services, and referrals to partners and account openings.

Key Responsibilities
  • Deliver Exceptional Customer Service: Provide personalized, responsive, and accurate customer service to meet the needs of our customers.
  • Process Transactions: Process transactions, including deposits, withdrawals, check cashing, and loan payments, with accuracy and efficiency.
  • Participate in Branch Operations: Participate in daily branch operational tasks, including branch opening/closing and daily cash recycler balancing.
  • Open Accounts: Open basic consumer accounts and services for retail customers.
  • Build Relationships: Listen and recognize customers' financial needs to develop and deepen relationships.
  • Refer Customers: Refer customers to other branch specialists and Bank partners as appropriate.
  • Meet Sales Goals: Attain individual sales goals and contribute to overall branch goals.
  • Stay Up-to-Date: Stay proficient in accessing operational policies and procedures, as well as the core banking system.
Requirements
  • Strong Communication Skills: Possess sound communication skills and customer service skills focused on relationship building.
  • Attention to Detail: Demonstrate strong attention to detail and ability to multi-task.
  • Technical Skills: Be proficient in Microsoft Office Suite and banking software applications.
  • Adaptability: Exhibit ability to learn and adapt to new information and technology platforms.
Work Environment

This is a 20-hour part-time position, including every Saturday. The work environment is often performed in an office setting with frequent interruptions. The ability to remain in a stationary position, move inside the workplace, operate a computer, and exchange information is required. Occasional lifting of approximately 50lbs may be necessary. A willingness to work a flexible schedule and travel locally is also required.

This position requires a High School or General Education (GED) Degree and 1-3 years of related experience. A NMLS license is also required.

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