Relationship Banker II - Float Job Worcester area,Massachusetts USA,Finance & Banking

Summary

In this customer-facing role, the Relationship Banker II will provide exceptional customer care at a full-service Cape Cod 5 Retail Banking Center location, assisting with daily transactions, inquiries, and problem resolution.

Essential Job Functions/Responsibilities

Develop rapport with customers, greet by name, understand account types, and display a caring attitude (GUEST philosophy).

Provide excellent customer care for transactions, inquiries, and problem resolution following Bank policies.

Perform banking transactions such as deposits, loan payments, check cashing, and issuing money orders.

Safeguard customer trust by maintaining confidentiality.

Comply with all laws, regulations, policies, and procedures.

Complete assigned learning activities timely.

Participate in meetings and coaching sessions.

Assist with opening and closing banking center activities.

Advise and open deposit accounts and consumer loans to meet customer needs proactively.

Identify customer financial needs and refer to other business lines as appropriate.

Maintain knowledge of the Bank's products and services.

Assist with loan applications for home equity and other consumer loans.

Participate in community groups and events.

Perform additional duties as assigned.

Education, Certifications

Associate's degree preferred; willingness to pursue higher education;
Bachelor's preferred.
Eligible for NMLS registration.
Eligible for Notary Public commission.

Knowledge, Skills & Abilities

Minimum six months retail banking experience.
Experience with processing transactions, account openings, and platform services.
Customer relationship building experience.
Cyber security awareness.
Strong communication skills.
Critical thinking and problem-solving skills.
Demonstrate core competencies for Relationship Banker II level.

Competencies

Courage
Technology savviness
Financial understanding
Adaptability
Sales aptitude
Learning agility

Working Relationships/Contacts

Existing and potential customers;
Bank staff including the Manager and other team members.

Physical Demands

Frequent standing and movement; ability to lift approximately 50 lbs.; crouch to reach deposit boxes; operate banking equipment; repetitive finger and hand movements; verbal and written communication; work within scheduled hours.

Working Conditions

Primarily in a climate-controlled office environment; some travel to remote locations; environmental conditions are standard for banking settings.

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