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Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.
ESSENTIAL DUTIES & RESPONSIBILITIES
JOB REQUIREMENTS
EDUCATION & EXPERIENCE
WORKING CONDITIONS/PHYSICAL DEMANDS
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
Full Time
Banking
$59k-75k (estimate)
03/27/2023
06/17/2024
needhambank.com
MILLIS, MA
100 - 200
1892
Private
$50M - $200M
Banking
Needham Bank provides banking, loan services and other financial solutions.
The job skills required for Personal Banker include Products and Services, Customer Service, Customer Relationship, Cash Handling, Commitment, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.