GENERAL SUMMARY. 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. . ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES. Develops rapport with customers, greeting customers by name, understand account ownership types and authority, be...
SUMMARY. In this customer-centric role, the Relationship Banker provides exceptional customer care to the Bank’s customers, advising them on financial products that best meet their needs, assisting them with banking transactions, inquiries, problem resolution, account opening, retirement products including CD’s and IRA’s and assistance with loan applications at a full-service Cape Cod 5 banking center. The Relationship Banker position provides a ...
GENERAL SUMMARY. In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at full-service Cape Cod 5 Retail Banking Center locations. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES. Develops rapport wit...
GENERAL SUMMARY. In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at full-service Cape Cod 5 Retail Banking Center locations. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES. Develops rapport wit...
SUMMARY. The Banking Center Greeter is responsible for creating an efficient flow of lobby traffic while projecting a positive, welcoming image to customers, visitors and vendors. . ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES. 1. Greets and welcomes each customer, visitor and vendor with a smile. Kindly offers direction to the appropriate area and/or team member. 2. Signs customers into Lobby Tracker and provides an estimated wait time, if applica...
Summary. Underwrites FHA mortgage loans and has final sign off and approval up to level authorized by the Executive Committee, ensuring full compliance that each loan meets the standards and documentation required for delivery into Bank’s portfolio or appropriate secondary market investor. Essential Job Functions & Responsibilities. Responsible for underwriting mortgage applications to ensure they meet Federal Housing Authority guidelines. Is flu...
SUMMARY. The. Banking Center Manager. leads a Banking Center or Centers with a focus on providing leadership, delivering exceptional customer service, business development, and community relations. Responsibilities include exercising sound judgment. guiding Banking Center team in delivering outstanding customer service. coaching, directing and developing staff. establishing and achieving growth goals. ensuring operational efficiencies. lending. o...
Hours. 10:00 AM - 4:00 PM (Monday - Friday). Essential Job Functions/Responsibilities. Provide excellent customer service to all employees and visitors to the property. Proactively redirect non-customers/non-employees from parking on the Bank’s premises in a courteous yet firm manner. Provide alternative parking options for customers and non-customers as needed. Patrol assigned post on foot and report unusual activity to Banking Center Manager an...
GENERAL SUMMARY. In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at full-service Cape Cod 5 Retail Banking Center locations. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES. Develops rapport wit...
SUMMARY. In this customer-centric role, the Relationship Banker provides exceptional customer care to the Bank’s customers, advising them on financial products that best meet their needs, assisting them with banking transactions, inquiries, problem resolution, account opening, retirement products including CD’s and IRA’s and assistance with loan applications at a full-service Cape Cod 5 banking center. The Relationship Banker position provides a ...
SUMMARY. . The Relationship Banker Trainee Program provides a unique opportunity for selected candidates to explore a career path in the Banking & Financial Services industry, with upward mobility opportunities through the Relationship Banker levels to become a trusted financial advisor. In this development-level role, the Relationship Banker Trainee will receive exposure to the Relationship Banker model, training regarding essential banking tran...
GENERAL SUMMARY. . The Senior Wealth Management Officer directs and coordinates activities relative to administering investment management accounts, creating and administering personal trusts, court-ordered guardianships, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents. Acts as an advocate for clients by facilitating all of their financial dealings throughout the Bank. C...
