Home
/
Comprehensive
/
PT Personal Banker (Saugus, MA)
PT Personal Banker (Saugus, MA)-April 2024
Saugus
Apr 2, 2025
About PT Personal Banker (Saugus, MA)

  POSITION SUMMARY

  The Personal Banker plays a key role in providing retail banking services and products to consumers and small businesses. The Personal Banker is “North Shore Bank” to these Retail customers. Thanks to the competence of these employees, most customers will feel as if is this representative is their “personal banker.”

  ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

  Relationship Building and Business Development:

  Identify the unmet needs of existing and potential customers and recommend appropriate solutions;

  Open new accounts, including compiling and preparing new account paperwork and applications;

  Promote and provide details of new products and services, from loans to mobile solutions;

  Participate in customer/prospect meetings or joint visits with other departments (i.e. investment center, business banking, loan referrals, etc.);

  And participate in community events to strengthen our important local ties to each neighborhood we serve.

  Achieves individually assigned productivity targets and assists branch to achieve branch targets

  Proactively contacts customers for additional products/services, to confirm satisfactions or to determine actions for maturing CDs, documenting in Contact Management System (CRM)

  Customer Service:

  Engage customers to deliver an exceptional customer experience with every interaction; Leading by example to deliver same “well north” experience

  Assist customers with existing accounts, accurately providing every type of transaction support, including accepting deposits, making withdrawals, issuing checks, and accepting loan payments;

  And handle dispute resolution or general inquiries about policies and procedures.

  Branch Operations:

  Assist with all facets of branch operations, including opening/closing the branch, the preparation of transactions for scanning (i.e. branch capture, indexing, etc.), balancing and transmitting transactions, updating customer information, balancing and replenishing ATM, and weekly cash ordering/shipping.

  Conduct all work in accordance with bank policies and procedures and regulatory standards to ensure safety and soundness.

  Assists colleagues in systems/procedural/policy training to insure proficiency

  Competencies

  Committed to ensuring customer satisfaction; is willing to do whatever it takes to keep customers happy and create repeat business.

  Excellent interpersonal and communication skills; enjoys engaging with people.

  Strong computer skills and is familiar with a wide range of technological applications, particularly mobile banking and online banking;

  Strong decision making skills; must possess the ability to independently assess situations and issues as they arise and quickly come to a resolution with little to no supervision, while also recognizing when and to whom issues should be escalated;

  Enthusiasm for their job and always strives to do the best work possible to give their customers the best experience available;

  Organized and can multitask without difficulty;

  Demonstrates teamwork by working well with others and celebrates the success of colleagues;

  Thorough, realizing any oversight could result in customer dissatisfaction

  REQUIREMENTS

  High School or equivalent combination of education and experience

  Two years of customer service and/or successful consultative sales experience in a goal-oriented, customer contact environment. Financial institution branch, lending, customer service/and sales is strongly preferred.

  Two years demonstrated proficiency in Banking preferred

  Strong communication skills.

  Detail oriented with initiative and the ability to work independently in a fast paced environment

  Demonstrate initiative in problem resolution and accepting opportunities to exceed customer expectations.

  Able to work independently and complete work assignments under limited supervision and in accordance with general instructions.

  Proficient PC skills and capable of working multi-faceted systems

  Notary Public and NMLS licenses preferred

  NSB offers competitive benefits packages, which include the following:

  Vision insurance through VSP

  FSA/DCA accounts

  Paid Family Medical Leave

  401K Defined Contributions

  Bank-paid business travel insurance

  Paid Time Off

  Employee Assistance Program

  Pet insurance through Nationwide

  Employee Referral Bonus

  Banking discounts

  Service recognition program

  Jeans Day

  Employee perks and discounts at The Y, Working Advantage, and more…

  At North Shore Bank, we are committed to creating a place as diverse as the communities we serve. Our core values shape the decisions we make every day and help to define our company culture and it is these values that comprise what we call, “well north of your expectations”. Our core values include leadership, integrity/transparency, respect, adaptability, collaboration, accountability, and empathy.

  North Shore Bank is an EOE. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

  Some weekends.

  30 Hrs

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Machinist HBM/ VM (Horizontal Boring Mill/ Vertical Mill)
Summary The position of Machinist HBM/ VM is responsible for the operation, set-up and utilization of all horizontal and vertical milling machines as well as other processes used. Essential Functions
LPN - Neuro (Weekend)
LPN - Neuro (Weekend) Department: Neuro MedSurg CT9B - CFH Entity: Champaign-Urbana Service Area Job Category: Nursing Employment Type: Full - Time Job ID: 39280 Experience Required: None Education R
Licensed Vocational Nurse Medical Telemetry
Description Introduction Are you looking for a work environment where diversity and inclusion thrive? Submit your application for our Licensed Vocational Nurse Medical Telemetry opening with HCA Hous
Senior PM, Paid Vendor Services
Description Amazon is looking for a big-thinking leader to transform the way we support brands looking to grow their business on Amazon through launching a series of paid services. This role calls fo
Nurse Practitioner or Physician Assistant - Home Based Care - Oshkosh/Green Bay, WI
$40,000 Student Loan Repayment Or $20,000 Sign-on Bonus For Individuals Who Have Not Previously Participated In This Program Optum Home & Community Care, part of the UnitedHealth Group family of
Assistant Store Manager
Salary Range USD $51,500.00/Yr. - Posting Timeline Applications are accepted by the date below, which may be updated if the hiring timeline is extended 2/21/2024 Overview The Job in a Nutshell: The A
Cook
Must be at least 16 years old and have a valid photo ID. Will serve guests with quality products in a fast friendly, quick service. The crew member will perform several job duties such as but not lim
Nursing Assistant - Neuro Reg Care 8T; 0.8 FTE; Day/PM Shifts; M - F
12897BRDepartment Name:HSP Neuro Reg Care 8T Location:Meriter Hospital Job Description: Nursing Assistant The Nursing Assistant (CNA) practices and performs the basic nursing assistant procedures whi
Sleep Technologist
Description Summary: Provides care for patients undergoing sleep studies and sleep disorder treatment. Work Schedule: Full Time Nights Responsibilities: Prepares for the arrival of the patient by set
Process Engineer-Ptant Simulation
57150BR Title: Process Engineer-Ptant Simulation Job Description: Quest Global is an organization at the forefront of innovation and one of the world’s fastest growing engineering services firms with
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved