Relationship Banker II PT 20 Hours
![]() | |
![]() United States, Massachusetts, Worcester | |
![]() | |
POSITION SUMMARY: Proactively assists customers in strengthening their financial relationship with the Bank through needs-based conversations, recommendations of Bank product and service offerings, referrals to partners and account openings. Processes financial transactions and supports the sales and service culture through sales-related activities. Maintains confidentiality of bank records and customer information. Adheres to bank policies, procedures, and regulatory requirements. Consistently provides outstanding service representing the branch and the Bank in a courteous, professional, and friendly manner. Principal Responsibilities:
NOTE: This position description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. REQUIRED SKILLS: Strong communication skills and customer service and sales skills focused on relationship building. Exhibits sound judgement, is a self-starter and displays an enthusiastic spirit. Proficient in consumer banking products, banking software applications and Microsoft Office Suite. Ability to learn and adapt to new information and technology platforms. Strong attention to detail and ability to multi-task. Regular, reliable attendance is critical.
WORK ENVIRONMENT AND PHYSICAL DEMANDS: Work is often performed in an office environment, with frequent interruptions. Ability to remain in a stationary position, move inside the workplace, operate a computer, and exchange information. Occasionally required to move coin of approximately 50lbs. Must be able to positively discern and identify an individual. Willingness to work a flexible schedule and required to travel locally. MINIMUM EDUCATION: High School or General Education (GED) Degree. MINIMUM PRIOR EXPERIENCE: 2-4 years related experience. |