Banker II

Overview

It is the responsibility of the Banker II 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 II 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 II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
• Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm 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

Work Experience

Knowledge, Skills, and Abilities

Licenses and Certifications

EEO Statement

Middlesex Savings Bank is an Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities