Personal Banker - Melrose

Personal Banker - Melrose

Cambridge Savings Bank

Waltham, MA • On-site

$20.85 - $27/hr

Full-time

Medical, Retirement

Posted 4 days ago


Job description

Description
POSITION: Personal Banker - Melrose
Position Summary:
At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Personal Banker will demonstrate our core values and will focus on building long term relationship with clients and assist our customers in managing their bank accounts and finances.
Key Result Areas:
  • Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures.
  • Perform customer transactions accurately and efficiently to ensure each interaction provides consistently high-quality experiences to internal and external customers.
  • Develop and maintain substantial knowledge of Bank products and services.
  • Sell and cross-sell the products and services of the Bank and its partners to prospective and existing business and personal customers based on their needs.
  • Balance cash at end of day and assist with branch settlement.
  • Perform additional duties as required.

Qualifications:
  • High School degree or equivalent required.
  • Strong communication and interpersonal skills, with the ability to interact with all types of people and quickly build rapport.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.
Location: Melrose, MA
Salary Range: $20.85 - $27/hr.
The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $20.85 - $27/hr. Cambridge Saving Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate's skills, qualifications, and experience. In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.
Visa Sponsorship: Cambridge Savings Bank is unable to sponsor or take over sponsorship of an employment visa for this role at this time.
About Cambridge Savings Bank:
Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370.
Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.



Frequently asked questions

Q: What skills or qualities help someone succeed as a Personal Banker?

A: To succeed as a Personal Banker, key technical skills include proficiency in financial products and services, such as loans, credit cards, and investment options, as well as knowledge of banking regulations and industry trends. Soft skills like excellent communication, active listening, and relationship-building abilities are also crucial, enabling Personal Bankers to understand customers' financial needs and provide tailored solutions. By combining these technical and interpersonal strengths, Personal Bankers can build strong customer relationships, drive sales growth, and advance in their careers within the banking industry.

Q: What is the career path for a Personal Banker?

A: A Personal Banker's typical career progression involves starting as a Customer Service Representative or Teller, then advancing to a Personal Banker role, where they build relationships with clients and provide financial services. Mid-level roles, such as Financial Advisor or Relationship Manager, involve more complex financial planning and portfolio management, while senior roles, like Portfolio Manager or Wealth Advisor, require expertise in investment strategies and high-net-worth client relationships. Throughout their career, Personal Bankers can develop skills in financial analysis, sales, and customer relationship management, which can lead to opportunities in leadership, financial planning, or even entrepreneurship.



Cambridge Savings Bank job posting for a Personal Banker - Melrose in Waltham, MA with a salary of $21 to $27 Hourly and benefits including Medical and Retirement with a map of Waltham location.