Accounting & Finance

Personal Banker, Retail Banking

TruNorth Bank

Danvers · Massachusetts · United States

Performs any functions necessary within the scope of authority and expertise, to provide the highest levels of customer service and responsiveness to our customers.

Personal Banker Skills:

Active participation in individual, team, and Bank goals as set forth by branch manager.

Opens all types of accounts and assists customers with their existing relationships.

Performs account maintenance and processes requests.

Demonstrates and maintains knowledge of Banks products and services and uses this knowledge to offer solutions based on the customers needs.

Proactively promotes the Banks products and services within the branch, at off-site events, and in the community.

Maintains relationships and may initiate new ones by outbound telephone calling to existing and prospective customers.

Responds to customer inquiries and complaints in a timely and diplomatic manner (usually within 24 hours).

May provide notary services for our customers.

Superior Service Quality

Ensures excellence in customer service and always maintains service standards.

Acts as a resource to identify customer servicing issues so that a resolution can occur, and customers relationship is retained.

Responds to customer requests, problems, and/or complaints, and if unable to immediately assist that customer, ensures the proper hand-off to the appropriate person to assist.

Recognizes opportunities to suggest/cross-sell other Bank services to customers.

Operations

Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, cash, checks, credit card advances.

Participation in individual, team, and Bank goals as set by the Branch Manager.

Adheres to internal controls/policies regarding audit, dual control, security, regulatory compliance, cash limits and robbery procedures, which protect the Bank, employees, and customers.

Ensures the prevention of fraudulent activities through adherence to Bank policies and procedures.

High school diploma/GED required

~ Cash handling experience preferred

~ At least 2 years customer service experience

~1-2 years banking experience preferred

~ Computer skills required

~ Knowledge of Microsoft products a plus

~ Fluency in a second language is a plus

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

An Affirmative Action/Equal Opportunity

Employer of protected veterans and individuals with disabilities. Applicants for employment are considered without regard to race, creed, color, religion, sex, gender identity, sexual orientation, marital status, genetic information, national origin, age, disability, status as a veteran, Vietnam Era Veteran, or being a member of the Reserves or National Guard.

Reference: WJ-4487_22234757

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