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 Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank’s Service Excellence Standards and product knowledge to develop and manage customer relationships.

Essential Job Functions

• Demonstrates and explains additional products and services to customers using a consultative approach, identifying complementary services that add value; aims to cross-sell when appropriate, including during in-branch visits and when completing outbound calls using leads generated from Marketing or customer relationship management (CRM).
• Deepens relationships with new and existing customers by discussing and identifying customers’ financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
• Opens new consumer and business accounts, certificates of deposit (CDs), and all other ancillary products offered by the Bank. Answers customer questions, provides account opening information, and ensures proper paperwork is completed and entered into the system.
• Participates in all Bank business development initiatives including deepening existing customer relationships and promoting banks products and services.
• Learns and adheres to all branch operation policies and procedures, including but not limited to check cashing, deposit-taking, account openings, debit card issuance, branch openings and closings, audit and compliance requirements, vault/automated teller machine (ATM) management, and other operational functions.
• Services customers by processing a variety of transactions with minimal or no errors, including but not limited to:
• accepting checks for cash and deposit
• processing payments for loans and other services
• maintaining necessary logs and processing mailed deposits
• issuing money orders and official checks, processing coin, and ordering customer checks according to Bank policies and procedures
• assessing appropriate fees for all services
• verifying all transactions, placing holds when appropriate, and balancing assigned drawer upon completion of assigned shift to ensure compliance.

Requirements:

• High school diploma or equivalent; must obtain Notary Public commission within the first year of employment.
• 1–2 years of teller, customer service, and/or sales experience; cash handling experience preferred.
• Basic knowledge and aptitude for math, numbers, and cash handling, with strong attention to detail and organizational skills.
• Demonstrated customer service and oral and written communication skills, with the ability to communicate clearly and confidently and engage effectively with a diverse range of clients.
• Passion and commitment to delivering experiences that enhance clients’ financial well-being while acting in their best interest and considering the Bank’s objectives.
• Proficient with computer software and internet-based applications, with the ability to develop and apply banking industry knowledge to provide an exceptional customer experience.
• Highly motivated self-starter with a strong work ethic, critical thinking and problem-solving skills, and the ability to effectively address client needs.
• Ability to work collaboratively as part of a team, achieve goals, and foster and maintain strong relationships.
• 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.