Senior Banker II - North Waltham Financial Center

Job Description

This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery. Job expectations include proactively connecting with clients, conducting consistent follow-up routines, and handling complex and diverse client engagements.

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs

• Responds to customer inquiries and concerns, creating customized solutions

• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)

• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)

• Quotes rates, terms and programs for banking solutions

• Manages risk in every business, product and service transaction leveraging available tools

• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

• Assists, educates, and trains clients on conducting simple transactions through self-service technologies

• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment

• 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 helping new and existing clients based on their needs

• Strong written and verbal communications skills

• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)

• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances

• Applies strong critical thinking and problem-solving skills to meet clients’ needs

• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously

• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)

• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

• Associate degree or Bachelor’s Degree in business, finance, or a related field

• Experience working in a financial center where goals were met or exceeded

• Retail and/or sales experience in a salary plus incentive environment

• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded

• Experience with financial information, spreadsheets, and financial skills

• Knowledge of banking products and services

• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

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…