Senior Relationship Banker

Job Description

Job Description

Description:

Newburyport Bank is a community bank supported by the strength of our shared services organization, River Run, and banking affiliates Pentucket Bank and Rollstone Bank and Trust. Together, we shape the evolution of community banking through innovation and strong partnerships, while preserving the personalized service our customers value. Here, you will discover opportunities that will guide you along your professional journey, and allows you to make a meaningful impact in your local community, as you join a team that champions integrity, collaboration, and continuous progress. Journey Well!

The Senior Relationship Banker provides customer service duties and recommendations while reaching established goals. Utilizes the Bank’s Service Excellence Standards and product knowledge to develop, manage and grow customer relationships. Contributes to the sound operation of the branch. Mentors newer team members and collaborates with other team members. May oversee the daily running of the branch in the assistant managers absence.

Essential Job Functions

• Serves as a mentor to Relationship Bankers transitioning from training until mastery of core job functions is achieved.
• Oversees branch operations in the absence of the Assistant Branch Manager, including opening and closing the branch and vault. Performs weekly and monthly audits, reviews transaction risks and overrides, assists with ATM issues and balancing, and supports verification of incoming and outgoing cash shipments.
• Demonstrates comprehensive knowledge of Bank products, services, policies, procedures, and regulatory requirements, including BSA, and completes all required training and meetings in a timely manner.
• Builds and deepens customer relationships through a consultative approach, identifying financial needs, recommending appropriate products and services, making referrals, conducting customer outreach, and following up on leads.
• Opens and services consumer and business accounts, CDs, and ancillary products while ensuring accurate documentation, system entry, and compliance with Bank policies.
• Processes a variety of customer transactions accurately and efficiently, including deposits, withdrawals, check cashing, loan payments, official checks, money orders, mailed deposits, and other account services; verifies transactions, places holds when appropriate, assesses applicable fees, and balances assigned drawers.
• Adapts to changing branch needs and responsibilities while consistently meeting performance goals, promoting products and services, and contributing to branch initiatives, customer outreach, and new product or service rollouts.
• Supports overall branch security and compliance by following operational procedures, verifying transactions and account balances, minimizing risk, safeguarding Bank assets, and adhering to applicable federal and state laws and regulations.

Requirements:

Qualifications, Education, and Experience

• High school diploma or equivalent; minimum of three years of retail or customer service experience, preferably in a teller or banking environment, or an equivalent combination of education and experience.
• Obtain Notary Public commission within the first year of employment.
• Strong mathematical aptitude with experience handling cash and working with numbers, along with exceptional attention to detail and organizational skills.
• Demonstrated commitment to providing exceptional customer service and supporting clients’ financial well-being through a consultative, solutions-oriented approach.
• Strong verbal and written communication skills, with the ability to communicate clearly and confidently and build relationships with a diverse range of clients and colleagues.
• Highly motivated, self-directed, and dependable, with a strong work ethic and the ability to use sound judgment, critical thinking, and problem-solving skills to effectively address client needs while considering the Bank’s objectives.
• Proficient in computer software and internet-based applications, with the ability and willingness to learn and develop banking industry knowledge and skills.
• Ability to work collaboratively as part of a team, foster strong relationships, and contribute to shared goals.
• Ability and willingness to work evenings, weekends, and at multiple market locations as required.

Newburyport Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.

If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at View email address on us.fitly.work or call View phone number on us.fitly.work.

The salary range represents an estimate based on market data for this position. Final compensation decisions are made based on experience, skills, and internal equity to ensure fairness and consistency across our organization.