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Investment banker Jobs in Worcester, MA

Last updated: 2 days ago
  • Promoted
Float Universal Banker

Float Universal Banker

Berkshire BankWest Boylston, MA, United States
$18.00–$29.50 hourly
Full-time
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. West Boylston, MA - 320 West B...Show moreLast updated: 6 days ago
Senior Relationship Banker, Manchester, MA

Senior Relationship Banker, Manchester, MA

SantanderWake, Main Street, Branch MA
Full-time
Description : Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities th...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker

Relationship Banker

BankTalent HQWorcester, MA, United States
Proactively assists customers in strengthening their financial relationship with the Bank through needs-based conversations, recommendations of Bank product and service offerings, referrals to part...Show moreLast updated: 30+ days ago
  • Promoted
ALTERNATIVE INVESTMENT PROJECT MANAGEMENT, VICE PRESIDENT

ALTERNATIVE INVESTMENT PROJECT MANAGEMENT, VICE PRESIDENT

State Street CorporationMA, United States
$115,000.00–$182,500.00 yearly
Full-time
This position supports State Street Institutional Services, Alternative Investment Solutions (AIS) business and reports to the AIS Project Management Office (PMO) team supporting various strategic ...Show moreLast updated: 3 days ago
  • Promoted
Universal Banker

Universal Banker

Central One Federal Credit UnionAuburn, MA, United States
$19.25 hourly
Full-time
Assist members with account transactions (deposits, withdrawals, transfers, payments, etc.Assist in opening and servicing of Mortgages, IRAs and Business deposit or lending products, referring to m...Show moreLast updated: 2 days ago
Banker

Banker

CitizensMA, United States
$20.00 hourly
Full-time
Starting Salary : $20 / 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....Show moreLast updated: 30+ days ago
Relationship Banker - Gold Star Branch

Relationship Banker - Gold Star Branch

JPMorgan Chase & Co.Worcester, MA, United States
Full-time
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show moreLast updated: 30+ days ago
Universal Banker - Float

Universal Banker - Float

M&T BankWorcester, MA
$19.00–$30.92 hourly
Full-time
Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and me...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker 2 - Oxford

Relationship Banker 2 - Oxford

Webster FiveAuburn, MA, United States
POSITION SUMMARY : Proactively assists customers in strengthening their financial relationship with the Bank through needs-based conversations, recommendations of Bank product and service offerings,...Show moreLast updated: 30+ days ago
Float Universal Banker

Float Universal Banker

Berkshire BankWest Boylston, MA, United States
6 days ago
Salary
$18.00–$29.50 hourly
Job type
  • Full-time
Job description

Division : Retail Banking

Department : Various - Branch Network

Reports to : Financial Center Manager

Status : Non-Exempt

Grade : 5

Pay Range : $18.00 - $29.50

Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location : West Boylston, MA - 320 West Boylston St

Purpose / Objective :

Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures.

Key Accountabilities :

  • Customer Service - 50%

Creates an exceptional client experience by demonstrating Berkshire Bank's "BeFIRST" values displaying energy and spirit to create a positive and collaborative work environment.

  • Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.
  • Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs
  • Demonstrates excellent client service skills, telephone etiquette and communication (verbal / written), abilities at all times to promote positive image for the Bank and build client loyalty.
  • Explains Bank policy and procedures to clients and resolves routine service concerns.
  • Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce.
  • Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage.
  • Is proficient in the digital banking space and can assist clients with adoption.
  • Client Service Line Duties - 50%

    • Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures.

  • Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures.
  • Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines.
  • Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client.
  • Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.
  • Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings.
  • Ensures compliance with all banking laws, rules, regulations, and prescribed policies / practices / procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

    • Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required.

    Percentage of time spent on each area of key accountabilities will vary from branch to branch.

    Education :

  • High school diploma or equivalent
  • Banking courses a plus

    • Experience :

  • Proven experience in a goal-oriented sales or customer service environment
  • Cash handling experience preferred
  • Sales experience preferred

    • Skills & Knowledge :

  • Superior customer service skills
  • Strong communication (verbal / written) skills, with ability to conduct face-to-face interaction
  • Ability to identify customer needs and make appropriate sales
  • Basic computer skills
  • Interpersonal skills

    • Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.