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  • M&A and Project Finance Associate

    Greenvolt Power

    Personal banker job in Boston, MA

    We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships Key Responsibilities Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects. Conduct valuation, cash flow projections, and scenario/sensitivity analyses. Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector. Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams. Prepare presentations, memos, and investment packages for internal approvals and decision-making. Support the structuring and execution of debt and tax equity financings under senior team guidance. Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making. Help track and organize documentation for transactions and financing processes. Qualifications Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus). 2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred). Strong technical skills in financial modeling, valuation, and Excel-based analysis. Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing. Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials. Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously. Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus What we offer Steady job in an international company Professional growth in fast developing team experienced in the field of renewable energy Hybrid working model Flexible working hours Day off on your birthday Benefits package: Private medical care Sharing the costs of professional training & courses 401 (k) 📩 Apply now and help us power a cleaner tomorrow.
    $41k-73k yearly est. 1d ago
  • Citizens Banker

    Citizens 2.9company rating

    Personal banker job in Manchester, NH

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $26.11 - $27.80 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $26.1-27.8 hourly Auto-Apply 4d ago
  • Investment Banking- United States - 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Boston, MA

    JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $110k-200k yearly Auto-Apply 7d ago
  • Universal Banker

    Bluestone Bank 3.2company rating

    Personal banker job in Norton, MA

    Full-time Description Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $21.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Pay for this position depends upon experience. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems. Adheres to compliance regulations and operational policies and procedures. Cross-sells Bank products and services to meet customer needs. Processes financial transactions accurately and timely, balances within percentage guidelines. Assists with day-to-day operations of the branch. Provides coverage at any location required. Performs additional duties as requested. The pay range for this position is $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements Six months or more of customer service experience. High school Diploma or equivalent. Possesses strong customer service and excellent communications skills. Ability to quickly learn and properly use various software programs. Bilingual in Spanish or Portuguese is a plus.
    $18.5-21.5 hourly 60d+ ago
  • Cramer Future Opportunities

    Cramer 4.4company rating

    Personal banker job in Norwood, MA

    Job Description Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!
    $74k-122k yearly est. 3d ago
  • Part-Time - Universal Banker I

    Make Your Move

    Personal banker job in North Andover, MA

    Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. The Part Time hours for this position are 20 hours, Thursday, Friday & Saturday. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services. Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank's system of record. Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes. Customer Experience Deliver an exceptional customer experience every time by: Making a personal connection with every customer. Uncovering their financial needs through meaningful discussion and exploration. Making educated product and service recommendations based on expert knowledge of same. Providing financial solutions that meet the customer's needs. Following up to ensure satisfaction. Business Acumen and Technical Knowledge Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services. Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank. Demonstrate the ability to build relationships and alliances with customers and colleagues. Flexible with the willingness and ability to adapt to change. Able to demonstrate a high level of proficiency with Salem Five's digital technology offerings. Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management. Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook). Proficient using the Internet (mobile and desktop) to search for and locate information. Eager to embrace new and emerging technologies. Banking Operations Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. As all Salem Five retail positions are required to have ‘universal' branch banking skills, must have / develop a full working knowledge of both the traditional ‘sales' and ‘teller' functions and routinely perform both. Education and/or Experience High school diploma, or equivalent required. Some experience in a retail environment preferred, but not required. Has or exhibits desire to develop skills in the banking industry and displays the qualities and attributes necessary to deliver a superior customer experience. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing. Individual NMLS IDs renew annually. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: $20.00 - $24.00 an hour plus incentives The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future. Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. No unsolicited resumes accepted from agencies.
    $20-24 hourly 10d ago
  • Universal Banker III

    Bristol County Savings Bank 3.6company rating

    Personal banker job in Freetown, MA

    Universal Banker lll Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1 st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. 1. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service experience. Fulfill customer financial needs by utilizing the sales process which may include referring to business partners, closing sales and completion of Customer Summaries. 2. May manage a Personal Banker Portfolio. 3. Encourage automated transaction handling to customers by conducting demonstrations of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 4. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 5. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 6. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 7. May supervise and coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May supervise and schedule daily activities of subordinate staff, assist tellers with customer transactions and/or supervise daily branch settlement and monitor teller's shorts and overages. 8. Will have override authority. Maintains Branch Cash Vault. - Orders and ships, coin & Currency. Ensures branch is in compliance with all policies and procedures. May be responsible for vault and teller cash. May have the ability to take and close consumer loans including equity loans. May possess key and alarm codes. 9. May assist with the branch operations and with the training and coaching of branch personnel, consistent with the sales and operational protocols established by the Bank. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Fully Universal Banker Certified. 12. Branch must be a Tier II or Tier III. One (1) UB III per Branch. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: Performs related and unrelated duties as may be required. REQUIREMENTS: • Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. • Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. • Requires the ability to apply strong analytical skills in reviewing data received from business partners. • Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. • Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. SUPERVISORY SCOPE: May include additional supervisory responsibilities in the absence of the assistant branch manager. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. Auto-Apply 27d ago
  • Universal Banker (Float) - Rowley, MA

    Pcsb Financial Corporation 3.3company rating

    Personal banker job in Rowley, MA

    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 looking for an experienced and enthusiastic Universal Banker (Float) to join the team in our Rowley branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team then please apply today! NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation. Principal Duties and Responsibilities • Process financial transactions including deposits, withdrawals, check cashing and loan payments • Provides excellent customer service, identifies customer needs, and suggests appropriate line of products • Proactively develops new customer relationships and expands relationship with existing customer • Research and resolve all customer problems and inquires • Interview consumer loan applicants. Submit and close consumer and equity loans • Educates customers on all products and services and alternate delivery channels • Cross sell products and services • Engage in outside business development activities including cold calling and community involvement • Contribute to the overall branch goals in sales and service Job Specifications • High School diploma or GED required • Previous teller experience and cash handling experience • Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) • Good oral and written communication skills • Detail oriented and good organization skills • Good working knowledge of all bank operating procedures, practice and policies • Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines • Ability to analyze situations and solve complex issues
    $34k-39k yearly est. Auto-Apply 9d ago
  • Full Time Universal Banker

    Quincy Credit Union

    Personal banker job in Marshfield, MA

    Quincy Credit Union is looking to hire a full-time Universal Banker to provide assistance to our members. As a Universal Banker within QCU, you will provide exceptional member service, accurately perform high volume Credit Union transactions, educate members on new technology and develop Credit Union product referral opportunities through our strong member relationship skills. Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution. Verifies and posts transactions to member accounts and maintains member and Credit Union records. Requirements One year of Financial Service experience; banking or credit union preferred Proficient in working with multiple software programs Great working with the public Availability to work Saturdays 8:30 - 12:30 Quincy Credit Union is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Salary Description $22.85 - $28.53 DOE
    $36k-51k yearly est. 39d ago
  • Universal Banker I

    Recruiting 2025

    Personal banker job in Chelmsford, MA

    ABOUT LOWELL FIVE With nearly $1.7 billion in assets, over 200 employees and 15 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region. We provide support of, and our employees are engaged in, a myriad of leadership roles for numerous community boards and organizations. We are proud of the longevity of our employees and we are committed to finding new talent for our team. We offer career development and educational programs to support personal and professional growth along with a benefit package that supports each employee's best life. For more information, please visit www.lowellfive.com. ESSENTIAL DUTIES AND RESPONSIBILITIES Hourly Pay Range - $20-25 Bank Operations & Customer Experience Processes customer transactions and payments within the lobby or drive-thru, including but not limited to deposits, withdrawals, loan payments, check cashing, money orders, bank checks, bonds; accountable for ensuring confidential customer information is securely stored throughout the day Maintains necessary supplies and cash Balances cash drawer and transactions at end of working day Assists in the balancing of the main vault and ATM as needed Deepens knowledge of account types, products and services to advise and answer customer questions Ability to answer most customer inquiries independently May open new accounts for existing customers Assists in giving customers access to safe deposit boxes (in applicable branches) and adheres to respective procedures and guidelines Provides excellent customer service to internal and external customers; resolves any problems or complaints in a timely manner and escalates to branch management as appropriate Assists with branch quality control and scanning Provides digital technical support for customers Business Development Educates customers about Bank products and services to meet their needs; recognizes referral or sale opportunities and initiates introductions to appropriate team members Meets individual goals for customer retention, and deposit relationship growth efforts Utilizes the branch team's usage of CRM (Salesforce) as requested Professional Development Strives to maintain an inclusive team environment Learns and maintains knowledge of Bank products and services Assists in the training of new staff as appropriate Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change over time. REQUIREMENTS High school diploma or equivalent preferred Previous cash handling and customer service experience in a retail environment preferred Customer focus with the ability to build and maintain relationships Strong oral communication skills with the ability to be concise, clear, and consistent Highly detail-oriented with excellent organizational skills Ability to problem solve and provide solutions to customer issues Ability to multi-task and adapt to change Knowledge of Microsoft Office Suite and basic computer skills Flexibility in work schedule and at times, location May require the ability to occasionally lift office products and supplies weighing up to approximately 25 pounds
    $20-25 hourly 28d ago
  • Banker I

    Middlesex Savings Bank 3.6company rating

    Personal banker job in Westford, MA

    It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. 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 Banker I is proficient in all teller transactions, opening of personal accounts, basic business accounts, and domestic wire transfers, among other technical and people skills. Operational Excellence - Ensures quality and accuracy of work. The Banker I possesses a solid basic understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay 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 the Bank's strategic goals. Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks, and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes 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 some college Work Experience 6-12 months teller or similar customer service-related experience within banking; or a recent graduate of the Banker Trainee Program 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 Expected Pay Range The expected annual pay range for this role is $37,927 to $54,024. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    $37.9k-54k yearly Auto-Apply 45d ago
  • Universal Banker

    Avidia Bank

    Personal banker job in Hudson, MA

    The Mobile Banker position requires the ability to travel to any of the nine branches in our network including Hudson, Marlborough, Westborough, Framingham, Leominster, Shrewsbury, Northborough and Clinton. Experienced relationship bankers will be considered for higher level positions Overview: Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships. Performs a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives. Primary Responsibilities: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers: Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc. Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support. Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets. Open new consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements. Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank's mission of being a dedicated and responsible corporate citizen. Other Responsibilities: Perform related and unrelated duties as may be required. Requirements High School diploma or equivalent. Minimum of one year experience in a cash handling, customer service, administrative, or related role. Previous banking experience strongly preferred. Strong customer service, communication, problem solving and organizational skills. Must be comfortable demonstrating basic math skills and have familiarity of U.S. currency. Understanding of basic social media concepts and willingness to incorporate into retail banking culture. Previous experience with MS Office applications and the ability to adapt to new software systems. Schedule will include extended and/or weekend hours. Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled Member FDIC/DIF PM21
    $36k-51k yearly est. 60d+ ago
  • Universal Banker

    Bluestone Bank 3.2company rating

    Personal banker job in Norton, MA

    Job DescriptionDescription: Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $21.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Pay for this position depends upon experience. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems. Adheres to compliance regulations and operational policies and procedures. Cross-sells Bank products and services to meet customer needs. Processes financial transactions accurately and timely, balances within percentage guidelines. Assists with day-to-day operations of the branch. Provides coverage at any location required. Performs additional duties as requested. The pay range for this position is $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements: Six months or more of customer service experience. High school Diploma or equivalent. Possesses strong customer service and excellent communications skills. Ability to quickly learn and properly use various software programs. Bilingual in Spanish or Portuguese is a plus.
    $18.5-21.5 hourly 12d ago
  • Universal Banker III

    Bristol County Savings Bank 3.6company rating

    Personal banker job in Freetown, MA

    Job Description Universal Banker lll Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. 1. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service experience. Fulfill customer financial needs by utilizing the sales process which may include referring to business partners, closing sales and completion of Customer Summaries. 2. May manage a Personal Banker Portfolio. 3. Encourage automated transaction handling to customers by conducting demonstrations of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 4. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 5. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 6. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 7. May supervise and coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May supervise and schedule daily activities of subordinate staff, assist tellers with customer transactions and/or supervise daily branch settlement and monitor teller's shorts and overages. 8. Will have override authority. Maintains Branch Cash Vault. - Orders and ships, coin & Currency. Ensures branch is in compliance with all policies and procedures. May be responsible for vault and teller cash. May have the ability to take and close consumer loans including equity loans. May possess key and alarm codes. 9. May assist with the branch operations and with the training and coaching of branch personnel, consistent with the sales and operational protocols established by the Bank. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Fully Universal Banker Certified. 12. Branch must be a Tier II or Tier III. One (1) UB III per Branch. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: Performs related and unrelated duties as may be required. REQUIREMENTS: • Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. • Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. • Requires the ability to apply strong analytical skills in reviewing data received from business partners. • Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. • Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. SUPERVISORY SCOPE: May include additional supervisory responsibilities in the absence of the assistant branch manager. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. 28d ago
  • Part Time Universal Banker

    Quincy Credit Union

    Personal banker job in Hanover, MA

    Quincy Credit Union is looking to hire a part time Universal Banker to provide assistance to our members. As a Universal Banker within QCU, you will provide exceptional member service, accurately perform high volume Credit Union transactions, educate members on new technology and develop Credit Union product referral opportunities through our strong member relationship skills. Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution. Verifies and posts transactions to member accounts and maintains member and Credit Union records. Requirements One year of Financial Service experience; banking or credit union preferred Proficient in working with multiple software programs Great working with the public Availability to work Saturdays 8:30 - 12:30 Quincy Credit Union is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Salary Description $22.85 - $28.53 DOE
    $36k-51k yearly est. 44d ago
  • Universal Banker I

    Make Your Move

    Personal banker job in Danvers, MA

    Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Work schedule is 40 hours including Saturday. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services. Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank's system of record. Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes. Customer Experience Deliver an exceptional customer experience every time by: Making a personal connection with every customer. Uncovering their financial needs through meaningful discussion and exploration. Making educated product and service recommendations based on expert knowledge of same. Providing financial solutions that meet the customer's needs. Business Acumen and Technical Knowledge Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services. Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank. Demonstrate the ability to build relationships and alliances with customers and colleagues. Able to demonstrate a high level of proficiency with Salem Five's digital technology offerings. Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management. Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook). Proficient using the Internet (mobile and desktop) to search for and locate information. Eager to embrace new and emerging technologies. Banking Operations Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. As all Salem Five retail positions are required to have ‘universal' branch banking skills, must have / develop a full working knowledge of both the traditional ‘sales' and ‘teller' functions and routinely perform both. Education and/or Experience High school diploma, or equivalent required. Some experience in a retail environment preferred, but not required. Has or exhibits desire to develop skills in the banking industry and displays the qualities and attributes necessary to deliver a superior customer experience. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing. Individual NMLS IDs renew annually. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: $40,000 - $50,000 plus incentives The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future. Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. No unsolicited resumes accepted from agencies.
    $40k-50k yearly 48d ago
  • Universal Banker - Lexington

    Pcsb Financial Corporation 3.3company rating

    Personal banker job in Lexington, MA

    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 looking for an experienced and enthusiastic Universal Banker to join the team in our Lexington branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today! NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation. Principal Duties and Responsibilities • Process financial transactions including deposits, withdrawals, check cashing and loan payments • Provides excellent customer service, identifies customer needs, and suggests appropriate line of products • Proactively develops new customer relationships and expands relationship with existing customer • Research and resolve all customer problems and inquires • Interview consumer loan applicants. Submit and close consumer and equity loans • Educates customers on all products and services and alternate delivery channels • Cross sell products and services • Engage in outside business development activities including cold calling and community involvement • Contribute to the overall branch goals in sales and service Job Specifications • High School diploma or GED required • Previous teller experience and cash handling experience • Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) • Good oral and written communication skills • Detail oriented and good organization skills • Good working knowledge of all bank operating procedures, practice and policies • Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines • Ability to analyze situations and solve complex issues
    $34k-39k yearly est. Auto-Apply 60d+ ago
  • Banker Trainee

    Middlesex Savings Bank 3.6company rating

    Personal banker job in Worcester, MA

    Overview It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function 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 ExperienceDevelops 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 ExcellenceEnsures 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. TeamworkIs 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. CredibilityFollows 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 MakingUnderstands 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. MiscellaneousPerforms 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. Expected Pay Range The expected annual pay range for this role is $36,010 to $46,219. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
    $36k-46.2k yearly Auto-Apply 7d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Personal banker job in Taunton, MA

    Job Description Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. 29d ago
  • Universal Banker - North Shore

    Pcsb Financial Corporation 3.3company rating

    Personal banker job in Essex, MA

    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 looking for an experienced and enthusiastic Universal Banker to join the team in our Essex branch. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today! Principal Duties and Responsibilities • Process financial transactions including deposits, withdrawals, check cashing and loan payments • Provides excellent customer service, identifies customer needs, and suggests appropriate line of products • Proactively develops new customer relationships and expands relationship with existing customer • Research and resolve all customer problems and inquires • Interview consumer loan applicants. Submit and close consumer and equity loans • Educates customers on all products and services and alternate delivery channels • Cross sell products and services • Engage in outside business development activities including cold calling and community involvement • Contribute to the overall branch goals in sales and service Job Specifications • High School diploma or GED required • Previous teller experience and cash handling experience • Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) • Good oral and written communication skills • Detail oriented and good organization skills • Good working knowledge of all bank operating procedures, practice and policies • Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines • Ability to analyze situations and solve complex issues
    $34k-39k yearly est. Auto-Apply 9d ago

Learn more about personal banker jobs

How much does a personal banker earn in Revere, MA?

The average personal banker in Revere, MA earns between $21,000 and $45,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Revere, MA

$31,000

What are the biggest employers of Personal Bankers in Revere, MA?

The biggest employers of Personal Bankers in Revere, MA are:
  1. Northern Bank
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