What are the responsibilities and job description for the Personal Banking Representative position at Brookline Bank?
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank’s most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four values: adaptability, accountability, leadership, and teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are currently looking for a Personal Banking Rep in our Newton Centre branch. As a Personal Banking Rep you will greet customers, build relationships, open new accounts, and sell a full range of financial products and services. The ideal candidate should have cash handling experience, excellent customer service skills, and is knowledgeable of bank products and services. If you believe you have what it takes and are interested in joining our team then please apply today!
Principal Duties and Responsibilities
- Provides excellent customer service, identifies customer needs and suggest appropriate line of products.
- Proactively develops new customer relationships and expands relationship with existing customers.
- Possess good working knowledge of all depository products and alternate delivery services.
- Research and resolve all customer problems and inquiries.
- Possess good working knowledge of all consumer-lending products.
- Interview consumer loan applicants. Submit and close consumer and equity loans.
- Basic knowledge of small business lending products.
- Educates customers with all products and services and alternate delivery channels such as; On-line Banking, Bill Pay, Mobile Banking, ATM and Cash Management services.
- Willingness to engage in outside business development activities including cold calling and community involvement.
Job Specifications
- High School or equivalent with one plus year sales or banking experience.
- Knowledge of Bank products and services.
- Direct sales and customer service experience to meet or exceed personal sales goals and contribute to team goals.
- Good oral and written communication skills.
- Detail oriented and good organization skills.
- Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines.
- Cash handling experience.
- Enthusiastic, goal oriented and customer focus.
- Ability to analyze situations and solve complex issues.
- Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook).
- Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds.
- Perform all duties in compliance with BSA/AML regulations.