Relationship Banker I

North Easton Savings Bank seeks a Relationship Banker I to deliver exceptional client service and support growth in a dynamic, innovation-driven environment. In this hybrid role, you'll handle daily transactions, open and maintain accounts, and provide tailored financial solutions to a diverse customer base, including clients in the biotechnology sector. You'll educate customers on digital banking, ensure strict regulatory and compliance standards, and proactively identify opportunities to deepen relationships.

Join a collaborative culture with strong development opportunities and the chance to make a meaningful impact in healthcare-focused finance.

Responsibilities

• Serve as primary contact for retail banking clients, handling transactions and account services
• Advise customers on appropriate banking products aligned with biotechnology-focused clientele needs
• Open and maintain checking, savings, and loan accounts with high accuracy and compliance
• Support relationship managers with portfolio growth and client retention activities
• Educate clients on digital banking tools and security best practices
• Identify cross-sell and referral opportunities to other bank services and specialists
• Ensure adherence to banking regulations, internal controls, and risk management policies
• Resolve client inquiries and issues promptly, escalating complex matters as needed
• Contribute to sales goals through proactive outreach and follow-up
• Document client interactions and transactions in CRM and core banking systems

Required Skills

• Retail banking operations
• Customer service
• Cash handling and reconciliation
• Sales and cross-selling
• Regulatory compliance (KYC/AML)
• CRM and core banking systems
• Account opening and maintenance
• Digital banking tools
• Written and verbal communication
• Problem-solving and conflict resolution