Senior Relationship Banker

Description

Senior Relationship Banker

Newburyport Bank is a premier community bank in the Greater Seacoast looking to expand our team. If you are seeking an organization who treats customers, employees, and community members with respect, fairness, and an unwavering commitment to professional growth and development, apply now.

The Senior Relationship Banker is responsible for all customer service duties, recommendations, and Relationship Management, while reaching established goals. The Senior Relationship Banker regularly utilizes Newburyport Bank’s Service Excellence Standards and product knowledge to develop customer relationships by performing the essential functions below.

Operational Effectiveness

• Maintains a thorough knowledge of all Newburyport Bank products, services, procedures, policies, and appropriate regulatory and compliance issues relating to daily job functions.
• Deepens relationships with new and existing customers by discussing and identifying their financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
• Meets and often exceeds performance goals and actively participates in all Bank wide incentive programs and business development initiatives.
• Services customers by processing a variety of transactions with minimal or no errors; including but not limited to accepting checks for cash and deposit; processing payments for loans and other services; maintaining necessary logs and processing mailed deposits; completing incoming and outgoing wire documentation.
• Issues money orders and official checks, processes coin, and orders customer checks according to Newburyport Bank policies and procedures, assessing appropriate fees for all services. 
• Verifies all transactions, places holds when appropriate, and balances cash drawer upon completion of assigned shift to ensure compliance.
• Opens new Consumer and Business accounts, Certificates of Deposit, and all other ancillary products offered by the bank. Answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the system.
• Assists with ATM related issues and daily ATM balancing procedures.
• Maintains thorough knowledge of vault policies and procedures, performs vault duties, oversees drawer limits and performs cash verifications of all currency in and out of vault, including preparation and verification of currency shipments.
• Performs security function by opening and closing Bank and Vault, ensuring overall safety and security of Bank grounds.
• Maintains customer confidentially and retention of bank documents in accordance with Newburyport Bank policies.
• Serves as mentor for Relationship Bankers coming out of training until a level of mastery of job function has been achieved.
• Assists Sales and Services Manager with weekly and monthly Audit procedures.
• Exercises discretion when overriding transactions for Relationship Bankers.
• Oversees branch operations and supervises in absence of Sales & Service Manager, including opening and closing of bank office.
• Operates effectively in a cross-trained environment.

Customer Focus

• Consistently provides superior and professional Customer Service.
• Participates in civic, social and community relations activities to promote and strengthen the image of the bank.

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.

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