Relationship Banker II - Float

Full-time - Entry Level

Plymouth, MA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

In this customer-facing role, the Relationship Banker II will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location.

Responsibilities

• Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
• Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
• Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
• Safeguards customer trust by upholding duty of customer confidentiality
• Must comply with all required laws, regulations, policies, and procedures
• Timely completion of all assigned learning activities
• Actively participate in banking center meetings and one-on-one coaching sessions
• Learns to fulfill all banking center opening and closing activities
• Advises and opens deposit accounts and consumer loan products and services to appropriately meet customer needs in a proactive manner
• Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc.
• Works to develop and maintain a comprehensive knowledge of the Bank's products and services, including consumer, business, non-profit, retirement, digital banking, debit cards, etc.
• Assists customers in preparing loan applications for home equity products and other consumer loans
• Participation/volunteerism in community groups and events
• Additional duties as assigned

Requirements

• Associate's degree preferred and willingness to pursue higher education; Bachelor's degree preferred
• Eligible for Nationwide Mortgage Licensing System (NMLS) registration
• Eligible for Notary Public commission
• Minimum six months retail banking experience
• Previous banking experience required, including processing customer transactions, deposit account openings, and platform services to serve a broad range of customer needs, e.g., check orders, debit card issuance, stop payments, debit card/ACH disputes, etc.
• Prior customer relationship building experience
• Must have cyber security awareness to protect the digital environment, the Bank, and customers
• Strong verbal and written communication skills
• Critical thinking, decision making and problem-solving skills
• Ability to demonstrate core competencies for Relationship Banker II level