1 Personal Banker Job in Framingham, MA
MutualOne Bank is Hiring a Personal Banker Near Framingham, MA
Department: Retail Banking
Reports to: Branch Manager
Supervises: None
Classification: Non-exempt
Date Prepared: May 14, 2024
Summary / ObjectiveThe Personal Banker is responsible for providing exceptional customer service by using excellent, in-depth knowledge of company products, understanding the customer’s unperceived need’s, and communicating effectively with team members.
Experience & Education Requirements
- Bachelor’s degree or equivalent sales & service experience
- Good interpersonal, communication & computer skills
- Multilingual speaking preferred
- Provides a complete range of customer service including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
- Responsible for providing comprehensive electronic banking support to customers
- Proactively interviews customers to identify all their perceived and unperceived financial needs
- Working accurately and efficiently with strong written and verbal skills to complete transactions within a reasonable period of time
- Maintains knowledge of branch policies and procedures
- Participates in activities for generating new business such as special events
- Successfully completing IRA and CD transactions; handling “teller transactions” as part of working with the customers to satisfy their needs
- Deliver clarity to customers through simplicity, guidance, and know-how
- Interface with customers via telephone or in person
- Must be able to support multiple branch locations as needed
- Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses
- Contributing to the achievement of goals through individual and group efforts and by offering ideas for improving processes and exceeding customer expectations
- Basic understanding of financial products and services and the ability to learn more
- Assessing customer needs, providing solid recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
- Effective written and verbal communication skills and computer skills
- Must possess a professional demeanor including business attire, courtesy, tact and conflict management skills
- Ability to apply critical thinking and problem solving skills
- Ability to adapt to changing demands and requirements
- Successful completion of in-house training programs or other approved training programs
- Compliance with BSA regulations as appropriate to the position
- Ability to use standard equipment such as computers, phones, photocopiers
- Requires manual dexterity, the ability to move and lift up to 25 pounds, (i.e. cash drawers, money/coins)
- Occasionally access the outside of the Bank building to service the ATM and drive-up area
- Occasional local travel to other worksites is required
- Sitting or standing for longer periods of time
- Must be able to work schedules that meet the needs of the Bank, which may include early morning, evening and /or weekend hours
Other DutiesThis job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. It is expected that from time to time other duties, both related and unrelated to the above, may be assigned and therefore, required.
Required SkillsRequired Experience
Job Summary
Full Time
Banking
$92k-125k (estimate)
03/28/2023
07/11/2024
mutualone.com
FRAMINGHAM, MA
50 - 100
2012
MARK HARANAS
$10M - $50M
Banking
Related Companies
About MutualOne Bank
Operating under an 1889 Massachusetts co-operative bank charter, MutualOne Bank builds upon the strengths developed by the two original mutual institutions during their long and proud history of service to residents and businesses in MetroWest communities. MutualOne Bank meets the needs of its customers with a variety of checking, savings, consumer loan, home financing, and commercial programs, supported by exceptional personal service and the latest technology. Member FDIC | DIF Equal Housing Lender
The job skills required for Personal Banker include Products and Services, Customer Service, Customer Relationship, Problem Solving, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.
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