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Needham Bank
Medfield, MA | Full Time
$59k-75k (estimate)
1 Month Ago
Personal Banker
Needham Bank Medfield, MA
$59k-75k (estimate)
Full Time | Banking 1 Month Ago
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Needham Bank is Hiring a Personal Banker Near Medfield, MA

Personal Banker
  • Job Tracking ID : 512272-877594
  • Job Location :
  • Job Level : Mid Career
  • Level of Education : High School/GED
  • Job Type : Full-Time/Regular
  • Date Updated : 04/16/2024
  • Years of Experience : 2 - 5 Years
  • Starting Date : Invalid Date
  • Salary : $0
Job Description

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

  • Demonstrate awareness, commitment and dedication to servicing and building customer relationship
  • Gain full knowledge of the products and services offered by the Bank
  • Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
  • Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
  • Responsible for operational compliance and adherence to bank policies and procedures
  • Gain full understanding and knowledge of the teller function
  • Consistently deliver exceptional customer service
  • Perform additional duties as requested, needed or assigned
Experience and Skills

JOB REQUIREMENTS

  • Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings
  • Ability to lift 30 poundsBasic knowledge of keyboard and computer skills
  • Ability to perform basic arithmetic operations with the use of a calculator
  • Must have basic business acumen and professionalism
  • Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
  • Must have reliable transportation
  • Fluent in written and verbal English
  • Willing to become a Notary Public in MA
  • Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

EDUCATION & EXPERIENCE

  • High School Diploma or GED
  • Two plus years of teller or cash handling experience with accurate balancing record
  • Customer service experience and/or sales experience preferred

WORKING CONDITIONS/PHYSICAL DEMANDS

  • Normal business office environment

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$59k-75k (estimate)

POST DATE

03/27/2023

EXPIRATION DATE

06/17/2024

WEBSITE

needhambank.com

HEADQUARTERS

MILLIS, MA

SIZE

100 - 200

FOUNDED

1892

TYPE

Private

REVENUE

$50M - $200M

INDUSTRY

Banking

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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.

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The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

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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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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.

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