Senior Relationship Banker

Description

Job Description

As a community bank, Pentucket Bank’s top priorities are customers, employees and community. The Senior Relationship Banker is responsible for all customer service duties, recommendations, and Relationship Management, while reaching established goals. The Senior Relationship Banker regularly utilizes Pentucket Bank’s Service Excellence Standards and product knowledge to develop customer relationships by performing the essential functions below.

Responsibilities

• Maintains a thorough knowledge of all Pentucket Bank products, services, procedures, policies, and appropriate regulatory and compliance issues relating to daily job functions.
• Deepens relationships with new and existing customers by discussing and identifying their financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
• Meets and often exceeds performance goals and actively participates in all Bank wide incentive programs and business development initiatives.
• Services customers by processing a variety of transactions with minimal or no errors; including but not limited to accepting checks for cash and deposit; processing payments for loans and other services; maintaining necessary logs and processing mailed deposits; completing incoming and outgoing wire documentation.
• Issues money orders and official checks, processes coin, and orders customer checks according to Pentucket Bank policies and procedures, assessing appropriate fees for all services.
• Verifies all transactions, places holds when appropriate, and balances cash drawer upon completion of assigned shift to ensure compliance.
• Opens new Consumer and Business accounts, Certificates of Deposit, and all other ancillary products offered by the bank. Answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the system.
• Assists with ATM related issues and daily ATM balancing procedures.
• Maintains thorough knowledge of vault policies and procedures, performs vault duties, oversees drawer limits and performs cash verifications of all currency in and out of vault, including preparation and verification of currency shipments.
• Performs security function by opening and closing Bank and Vault, ensuring overall safety and security of Bank grounds.
• Maintains customer confidentially and retention of bank documents in accordance with Pentucket Bank policies.
• Serves as a mentor for Relationship Bankers coming out of training until a level of mastery of job function has been achieved.
• Assists Assistant Branch Manager with weekly and monthly Audit procedures.
• Exercises discretion when overriding transactions for Relationship Bankers.
• Oversees branch operations and supervises in absence of Assistant Branch Manager, including opening and closing of bank office.
• Operates effectively in a cross-trained environment.
  
  

Customer Focus

• Consistently provides superior and professional Customer Service.
• Participates in civic, social and community relations activities to promote and strengthen the image of the bank.
  
  

Requirements

Education and Experience

• Minimum of high school education or equivalent in addition to 3 years of retail or customer service experience, preferably in a teller and or customer service role, or equivalent combination of both.
• Proficiency with Microsoft applications including Outlook, Word, and Excel. Comfortable with utilizing internet-based applications.
• Basic understanding and aptitude for math, working with numbers and cash handling.
• Demonstrated aptitude for customer service, and comfort level with verbal and written communications.
• Detail orientation and organizational skills.
• Ability to work effectively as part of a team.
• Ability and willingness to work nights and weekends as requested.
  
  

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
  
  

Pentucket Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.

If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at hr@riverrun.com or call 978-462-3136.

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