Job details

Senior Relationship Banker

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Description

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.

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.

#ZR

Average salary estimate

$62500 / YEARLY (est.)

min

max

$55000K

$70000K

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What You Should Know About Senior Relationship Banker, Newburyport Five Cents Savings Bank

Meet Newburyport Bank's Senior Relationship Banker position in Salisbury, Massachusetts! If you're looking for a workplace that values respect, integrity, and community involvement, then this is the role for you. As a Senior Relationship Banker, you will be the face of our bank, providing exceptional customer service while managing and nurturing valuable relationships. Your day-to-day will involve understanding customers’ financial needs, advising them on tailored banking solutions, and referring them to other experts within our institution when necessary. It's all about walking alongside our customers and making their banking experience fantastic. You will open new accounts, process various transactions with exceptional accuracy, and mentor less experienced relationship bankers, guiding them to find their footing. Your commitment to excellence will shine through as you meet and exceed established performance goals, playing a crucial role in our branch's success. You’ll also engage with the community, enhancing our bank’s reputation by participating in civic and social functions. If you thrive in a dynamic environment, love helping others, and have a knack for building relationships, then the Senior Relationship Banker role at Newburyport Bank may just be your next big adventure!

Frequently Asked Questions (FAQs) for Senior Relationship Banker Role at Newburyport Five Cents Savings Bank

What are the key responsibilities of a Senior Relationship Banker at Newburyport Bank?

A Senior Relationship Banker at Newburyport Bank is responsible for providing outstanding customer service, managing customer relationships, and achieving performance goals. This role includes processing transactions, opening new accounts, and making referrals to ensure customer needs are met while adhering to bank policies and regulatory compliance.