Relationship Banker - Saugus, MA Area
Listed on 2026-06-21
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Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Responsibilities
Engage clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients as needed. Build deep conversations with clients to gain in‑depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.
- Execute the bank’s risk culture and strive for operational excellence.
- Build relationships with clients to meet financial needs.
- Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Grow business knowledge and network by partnering with experts in small business, lending, and investments.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience.
- Manage cash responsibilities.
- Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
- Confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Can learn and adapt to new information and technology platforms.
- Educates clients on how to conduct simple banking transactions through self‑service technologies (ATM, online banking, mobile banking).
- Applies strong critical thinking and problem‑solving skills to meet clients’ needs.
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity, focusing on results while acting in the best interest of the client.
- Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor’s Degree or business‑relevant Associate’s Degree such as business management, business administration or finance.
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience
- Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent. Desired education:
Bachelor’s or relevant Associate’s Degree.
Shift: 1st shift (United States of America). Hours Per Week: 40.
PayHourly Rate: $25.00 - $26.77, based on experience, education and skill set. Pay Transparency:
BenefitsThis role is compensated with a base salary and is not incentive eligible. The role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
LocationsPeabody: 189 ANDOVER ST. Saugus: 1093 Broadway. Woburn: 2 Cummings Park. Pay and benefits information is available for each location.
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