Location: Wayland, MA
Company: Middlesex Savings Bank
excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Senior Banker III assists the Branch Manager in overseeing the operations of a large size branch. The Senior Banker III promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with established Bank objectives; and assists customers with questions and problem resolution, as requested.
Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops
new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Senior Banker III is proficient in all Senior Banker II requirements, technical and people skills.
The Senior Banker IIII supports the branch supervisors in creating the best customer experience possible. Operational Excellence - Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products and services. Displays expertise with the Bank's digital products and is a resource for customers and other employees as needed. Performs branch settlement, basic recycler troubleshooting, and branch opening and closing as needed.
Stays informed of alerts and other company communications. Acts as a resource to branch staff for operational questions and issues.
Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Maintains primary responsibility for vault cash, including cash orders and shipments, and the accuracy thereof. Ensures adherence to security and audit related protocols, including cash audits, safe deposit auditing, alarm testing, ATM settlement, and recycler operations and settlement. Teamwork - Is an active part of the branch team; identifies what needs to be done and steps in as needed.
Supports the branch supervisors in implementing Bank policies, procedures and initiatives. Acts as a resource for other team members and supports branch supervisors in creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. May perform the functions of an Assistant Branch Manager in absence of said manager.
Opens and closes the branch and acts as manager in charge as needed. Performs the functions of a Senior Banker or Banker as necessary and appropriate. Decision Making - Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Draws on knowledge, experience and insights and recommends solutions. Is proficient at recognizing and preventing fraud and acts as a resource for branch staff in recognizing and preventing fraud. Miscellaneous - Assists the Branch Manager and Assistant Branch Manager in the caretaking of the branch facilities.
Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is required Some college Work Experience 3+ years of Banker experience or similar customer service related position within banking is required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds Licenses and Certifications Must attain designation of Notary Public within 6 months Required
achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Senior Banker II promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with established Bank objectives; and assists customers with questions and problem resolution, as requested.
Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners
as appropriate. The Senior Banker II is proficient in all Senior Banker I requirements. In addition, they are proficient with business loan closings, business deposit account analysis, complex IRA transactions and accounts, and safe deposit box maintenance, among other technical and people skills.
The Senior Banker II supports the branch supervisors in creating the best customer experience possible. Operational Excellence - Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products and services. Displays expertise with the Bank's digital products and is a resource for customers and other employees as needed. Performs branch settlement, basic
recycler troubleshooting, and branch opening and closing as needed.
Stays informed of alerts and other company communications. Acts as a resource to branch staff for operational questions and issues. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Performs overrides and exceptions thoughtfully and within limits and seeks assistance as appropriate. Teamwork - Is an active part of the branch team; identifies what needs to be done and steps in as needed. Supports the branch supervisors in implementing Bank policies, procedures and initiatives.
Acts as a resource for other team members and supports branch supervisors in creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. May perform the functions of a Senior Banker III or Assistant Branch Manager in absence of said manager; this includes opening and or closing the branch facility and being the banker in charge on any given day.
Performs the functions of a Banker as necessary and appropriate. Decision Making - Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Draws on knowledge, experience and insights and recommends solutions. Is proficient at recognizing and preventing fraud and acts as a resource for branch staff in recognizing and preventing fraud. Miscellaneous - Assists the Branch Manager and Assistant Branch Manager in the caretaking of the branch facilities. Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers.
Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is Required Some college Work Experience 2+ years of Banker experience or similar customer service related position within banking is Required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds Licenses and Certifications Must attain designation of Notary Public within 6 months Required Middleinteraction Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled
achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Senior Banker I promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with established Bank objectives; and assists customers with questions and problem resolution, as requested.
Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as
appropriate. The Senior Banker I is proficient in all Banker II requirements. In addition, they are proficient with home equity closings, basic wire approvals, lost bank checks, basic service recovery, processing fraud claims, and complex business accounts, among other technical and people skills.
The Senior Banker I supports the branch supervisors in creating the best customer experience possible. Operational Excellence - Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products and services. Displays expertise with the Bank's digital products and is a resource for customers and other employees as needed. Performs branch settlement, basic
recycler troubleshooting, and branch opening and closing as needed.
Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Performs overrides and exceptions thoughtfully and within limits and seeks assistance as appropriate. Teamwork - Is an active part of the branch team; identifies what needs to be done and steps in as needed. Supports the branch supervisors in implementing Bank policies, procedures and initiatives.
Acts as a resource for other team members and supports branch supervisors in creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. May perform the functions of a Senior Banker II, Senior Banker III, or Assistant Branch Manager in absence of said manager; this includes opening and or closing the branch facility and being the banker in charge on any given day.
Performs the functions of a Banker as necessary and appropriate. Decision Making - Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Draws on knowledge, experience and insights and recommends solutions. Is proficient at recognizing and preventing fraud. Miscellaneous - Assists the Branch Manager and Assistant Branch Manager in the caretaking of the branch facilities. Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements Education High School Diploma or its equivalent is Required some college Additional Requirements At least 18 months of Banker experience or similar customer service related position within banking. Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds Licenses and Certifications Must attain designation of Notary Public within 6 months. Required Middleinteraction Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled
achievement of operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Assistant Branch Manager II assists the Branch Manager in overseeing a small, medium or large size branch, ensuring that the branch functions in an effective and efficient fashion.
They oversee branch staff and assist in the scheduling, coordination, and delegation of work assignments; support branch service and sales goals, conduct a wide array of customer transactions; and deepen customer relationships by recommending products and services as appropriate. The Assistant Branch Manager II may oversee an office that does not
have a Branch Manager assigned on premises. Responsibilities Customer Experience - Responsible for assisting the Branch Manager to oversee the experience of customers within the branch.
Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations and ensures that staff do the same. Develops new business by establishing and growing customer relationships and ensuring staff do the same, including utilization of business partners as appropriate. The Assistant Manager II is proficient with communication styles and readily adapts to different styles to ensure clear understanding. They perform complex
service recovery as needed and assist and train staff in helping customers with difficult situations.
Staff & Team Development - Develops staff skills and expertise by setting clear expectations, objectively backssing competencies, including performance evaluations, and holding staff accountable. The Assistant Manager II is a proficient coach who uses their skills to assist the development of their staff. Assists the Branch Manager in taking constructive action and handling difficult employee situations, collaborating with HR appropriately. Participates in interviewing candidates for positions within the branch. Operational Excellence - Ensures quality and accuracy of work, and assists the Branch Manager in executing branch controls in an effective and timely manner.
Balances risk mitigation and procedural accuracy with customer expectations; makes exceptions appropriately. Ensures staff demonstrate operational expertise and understanding of policies, procedures and risks. Assists the Branch Manager in utilizing tools to monitor staffing levels and increase efficiency as appropriate while maintaining service levels. Takes a leadership role on operational questions and issues, such as complex wire approvals, troubleshooting of recyclers and ATMs, etc.
Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance and industry developments and apprises staff of same. Complies with all Bank policies including those pertaining to confidentiality, email, and others. May maintain primary responsibility for vault cash, including cash orders and shipments, and the accuracy thereof. Ensures adherence to security and audit related protocols, including cash audits. Influence & Credibility - Leads by example as an active part of the branch team. Performs the functions of a Branch Manager in the Branch Manager's absence, as appropriate.
Performs the functions of an Assistant Manager I, Senior Banker and Banker as necessary and appropriate. Takes personal ownership and accountability for their performance and that of their team. The Assistant Manager II actively supports the Branch Manager in teambuilding efforts, staff meetings, etc. Coordinates with business partners for meetings, training, etc. to ensure good relations and efficient transitions to other business lines. - Follows through on tasks and assignments; manages time and priorities effectively and demonstrates flexibility.
Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Fosters relationships within the branch community and keeps branch manager apprised of relevant events or opportunities. The Assistant Manager II participates in community events that are supported by their branch as appropriate. Decision Making - Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Focuses on performance and development goals and uses planning to drive results. Draws on knowledge, experience and insights and recommends solutions when raising problems or issues.
Thinks ahead in order to act on future opportunities and challenges. Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Assists the Branch Manager with overseeing the branch facility. Performs other related and unrelated duties as required. Requirements Education Associate's Degree or its equivalent is required Bachelor's Degree is preferred Work Experience 3+ years of Banker experience or similar customer service related position within banking is required Additional Requirements Some supervisory experience required.
Knowledge, Skills, and Abilities Demonstrated leadership ability. Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office applications. Must demonstrate initiative and ability to make decisions independently. Must demonstrate knowledge of bank and branch security procedures.
Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to lift and carry at least 25 pounds. Licenses and Certifications Must attain designation of Notary Public within 6 months Required
successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs.
During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate. Responsibilities Customer Experience Develops an understanding of customers' needs and expectations, and offers products and services that address
those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.
Operational Excellence Ensures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Teamwork Is an engaged member of the branch team; steps up as needed to accomplish
team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully. Decision Making Understands and complies with Bank policies and procedures.
Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize warning signs of fraud and escalates appropriately. Miscellaneous Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is Required Associate's Degree or some college is Preferred Work Experience 6-12 months of cash handling or customer service related experience is Required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Middleinteraction Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled
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As an organization, we keep growing - and so will you. Job Requirements Depth & Scope: Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services Utilizes TD's systems and tools to engage with the Customer to acquire and deepen relationships by providing advice and guidance to exceed the Customers' needs to ultimately attract, retain the Customer and make their experience legendary which is in line with TD's brand promise Understands Customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive Customer experience Accurately completes everyday banking transactions either on the Teller line or on the platform for Customers while uncovering their financial needs and educating on products, services and tools or refers to the appropriate expert Services the Customer, on both the Teller line and platform as needed, with the ability to service Customers with opening/closing personal deposit accounts, everyday bank transactions, Debit Card/Credit Card Issues, Regulation E, Mobile and On-Line (digital) banking Connects with Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Hours 40 hours including weekends (Saturday & Sunday) Job Details The Banking Associate is a banking professional that is integral to TD's Brand promise as they are accountable for delivering legendary Customer experiences in a Store location while accurately completing everyday banking transactions and offering advice and educational support on services, products, and tools to help Customers achieve their goals.
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We look forward to hearing from you! Qualifications Education & Experience: High school diploma or GED 1 years related experience required Superior Customer Service skills Teller experience (Preferred) / Must complete Teller training and part 1 of platform training Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demontrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License (Preferred) Business Line TD Bank AMCB Job Category - Primary Retail Banking - Customer Service Job Category(s) Retail Banking - Customer Service Time Type Full Time Employment Type Regular TD Securities
