Personal Banker - Marlborough Branch

Position: Personal Banker I - Marlborough Branch (74000)
# Personal Banker I - Marlborough Branch (74000)
Headquarters - Marlborough, MA 01752
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* Title:

** Personal Banker I         
** Department:
** Branch
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* Location:

** Marlborough Branch
* Manages the opening of various deposit accounts, ensuring the necessary documentation is complete and properly filed.
* Demonstrates a proactive approach to cross-selling bank products, making tailored recommendations to meet customer needs. Addresses basic inquiries and redirects complex issues to the appropriate channels.
* Skillfully manages phone inquiries related to account activity and balances.
* Maintains and organizes the teller workstation, ensuring an adequate supply of cash, forms, and other essentials for daily operations.
* Executes a diverse array of customer transactions, including deposits, withdrawals, cash disbursements, loan and mortgage payments, check processing, money order issuance, and account transfers.
* Delivers a wide range of customer services, such as handling change of address requests, re-pinning debit cards, adding notes to customer accounts, and assisting with Certificate of Deposit renewals.
* Upholds meticulous record-keeping practices and conducts accurate end-of-shift balancing procedures, promptly reporting any discrepancies to supervisors.
* Cultivates an in-depth understanding of bank policies, products, and services and continuously updates this knowledge through participation in seminars and courses.
* Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing.
* Adapts to various roles, including operating a Customer Service desk, lobby window, or drive-up services, as needed.
* Maintains a well-organized work area, ensuring efficiency and cleanliness.
* random monthly cash drawer audits and alarm testing in line with the Branch Manager's monthly report.
* Professionally and promptly handles customer problems and complaints, coordinating appropriate follow-up actions.
* Directs consumer loan requests to the relevant branch personnel, while maintaining a basic knowledge of the bank's consumer loan products.
* Upholds a record of regular and consistent attendance to sustain high standards of customer service. Occasionally participates in before/after hours and weekend community events.
* Ensures compliance with Bank Secrecy Act regulations and internal/operational risk controls, attending mandatory training sessions and completing required online courses.
* Exemplifies adherence to all company policies and serves as a role model in policy compliance.
* Occasionally travels locally for bank-related purposes, including staff meetings, training, business calls, networking, and community/marketing events.
* Periodically participates in community events outside regular business hours, as needed.
* Regular and consistent attendance is required in order to continue the high standard of customer service as well as occasionally participating in before/after hours and/or weekend community events.
* In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements and policies as well as attending all required training sessions and completing all required on-line training courses.
* The employee is expected to adhere to all company policies and act as a role model in the adherence to policies.
* Other duties as assigned, performing similar or related work as directed, required, or as situation dictates.
* High School diploma or equivalent, banking courses and/or related work experience
* Basic product knowledge
* Proficient in Microsoft Office Suite products
* Means and mode to travel to any of Main Street Bank’s locations as needed on an occasional basis.
* Solid understanding and application of administration activities and ability to operate standard office equipment
* Continuous desire to learn and improve
* Excellent Communication Skills (written and verbal)
* Accurate attention to detail
* Self-Monitoring
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