Relationship Banker

Description

As a community bank, Pentucket Bank’s top priorities are customers, employees and community. The Relationship Banker is a dimensional and critical role that provides maximum flexibility in our ability to meet our customer’s needs and provide a superior customer experience. As customer and branch needs dictate, the Relationship Banker performs both Teller and Customer Service Representative functions. This role requires a strong ability to professionally and effectively communicate with prospective and current customers on a broad range of situations. The Relationship Banker must possess knowledge of all Pentucket Bank products and services and be able to explore customer needs, listen for clues and provide solutions. This role is expected to generate sales referrals at the teller line and cross-sell from the platform. 

Requirements

• Greet and welcome customers to the Pentucket Bank in a courteous, professional and timely manner. 
• Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations. Approves financial transactions using sound judgement to minimize risk and potential losses from fraud and other decisions that      will impact the Bank’s financial results.
• Maintain an up-to-date and comprehensive knowledge on all Pentucket Bank products and services. This includes the ability to present and explain Pentucket Bank products and services to customers as appropriate or refer the customer to a team      member for assistance.
• Open all variety of deposit accounts, resolve customer issues, handle account maintenance, and update customer information as required. Identify opportunities and make referrals for loans and to our Financial Services Advisor. Answer phones and assist customers with inquiries or professionally redirect call to the appropriate party. 
• Accurately process a variety of teller transactions, including over the counter transactions, lobby, walk up or drive up, mail or email transactions, following the bank’s policies and procedures and maintain teller balancing standards. Accurately balance      cash drawer, scan work appropriately and perform other teller functions as requested. 
• Leads by example and provides World Class Customer Experience by having needs-based conversations and offering financial solutions to meet the customer’s needs. Make referrals to other team members or business lines.
• Generates sales referrals at the teller line and cross-sell from the platform to meet personal goals. Is a key contributor to branch and bank goals.
• May train and act as a mentor to new team members
• Achieves both bank goals and individual performance metrics.
• Occasional travel required for training, meetings or coverage at a different branch location. Retail staff are hired for all Branch locations and may be called upon at any time to transfer to other Branch locations.
• Perform other duties as deemed reasonable.

Education and Experience

Requirements

Education and Experience

• Minimum of high school education or equivalent in addition to 3+ years of retail or customer service experience, preferably in a teller and or customer service role, or equivalent combination of both.
• Proficiency with Microsoft applications including Outlook, Word, and Excel. Comfortable with utilizing internet-based applications.
• Basic understanding and aptitude for math, working with numbers and cash handling.
• Demonstrated aptitude for Customer Service, and comfort level with verbal and written communications. Detail orientation and organizational skills.
• Ability to work effectively as part of a team.
• Ability and willingness to work nights and weekends as requested.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times. 

Pentucket Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.
If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at [email protected] or call 978-462-3136. 

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