Location: Ashland, MA
Company: Middlesex Savings Bank
achievement of operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Assistant Branch Manager II assists the Branch Manager in overseeing a small, medium or large size branch, ensuring that the branch functions in an effective and efficient fashion.
They oversee branch staff and assist in the scheduling, coordination, and delegation of work assignments; support branch service and sales goals, conduct a wide array of customer transactions; and deepen customer relationships by recommending products and services as appropriate. The Assistant Branch Manager II may oversee an office that does not
have a Branch Manager assigned on premises. Responsibilities Customer Experience - Responsible for assisting the Branch Manager to oversee the experience of customers within the branch.
Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations and ensures that staff do the same. Develops new business by establishing and growing customer relationships and ensuring staff do the same, including utilization of business partners as appropriate. The Assistant Manager II is proficient with communication styles and readily adapts to different styles to ensure clear understanding. They perform complex
service recovery as needed and assist and train staff in helping customers with difficult situations.
Staff & Team Development - Develops staff skills and expertise by setting clear expectations, objectively backssing competencies, including performance evaluations, and holding staff accountable. The Assistant Manager II is a proficient coach who uses their skills to assist the development of their staff. Assists the Branch Manager in taking constructive action and handling difficult employee situations, collaborating with HR appropriately. Participates in interviewing candidates for positions within the branch. Operational Excellence - Ensures quality and accuracy of work, and assists the Branch Manager in executing branch controls in an effective and timely manner.
Balances risk mitigation and procedural accuracy with customer expectations; makes exceptions appropriately. Ensures staff demonstrate operational expertise and understanding of policies, procedures and risks. Assists the Branch Manager in utilizing tools to monitor staffing levels and increase efficiency as appropriate while maintaining service levels. Takes a leadership role on operational questions and issues, such as complex wire approvals, troubleshooting of recyclers and ATMs, etc.
Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance and industry developments and apprises staff of same. Complies with all Bank policies including those pertaining to confidentiality, email, and others. May maintain primary responsibility for vault cash, including cash orders and shipments, and the accuracy thereof. Ensures adherence to security and audit related protocols, including cash audits. Influence & Credibility - Leads by example as an active part of the branch team. Performs the functions of a Branch Manager in the Branch Manager's absence, as appropriate.
Performs the functions of an Assistant Manager I, Senior Banker and Banker as necessary and appropriate. Takes personal ownership and accountability for their performance and that of their team. The Assistant Manager II actively supports the Branch Manager in teambuilding efforts, staff meetings, etc. Coordinates with business partners for meetings, training, etc. to ensure good relations and efficient transitions to other business lines. - 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. Fosters relationships within the branch community and keeps branch manager apprised of relevant events or opportunities. The Assistant Manager II participates in community events that are supported by their branch as appropriate. Decision Making - Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Focuses on performance and development goals and uses planning to drive results. Draws on knowledge, experience and insights and recommends solutions when raising problems or issues.
Thinks ahead in order to act on future opportunities and challenges. Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Assists the Branch Manager with overseeing the branch facility. Performs other related and unrelated duties as required. Requirements Education Associate's Degree or its equivalent is required Bachelor's Degree is preferred Work Experience 3+ years of Banker experience or similar customer service related position within banking is required Additional Requirements Some supervisory experience required.
Knowledge, Skills, and Abilities Demonstrated leadership ability. Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office applications. Must demonstrate initiative and ability to make decisions independently. Must demonstrate knowledge of bank and branch security procedures.
Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to lift and carry at least 25 pounds. Licenses and Certifications Must attain designation of Notary Public within 6 months Required
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives. Primary Responsibilities: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers: Providing efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc.
Identifying and taking advantage of cross sales opportunities by making referrals and sales in line with established targets. Building productive
relationships with our customers. Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank's mission of being a dedicated and responsible corporate citizen.
Requirements: High School diploma or equivalent and a minimum of one year experience in a cash handling customer service role. Previous teller experience preferred. Must be comfortable performing basic math procedures and have strong customer service, communication, problem solving and organizational skills. Schedule will include extended and/or weekend hours. Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled Member FDIC/DIFPM21PIf68b58e8550d-25660-33533277
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.
The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned
financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.
The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): --- Establishes relationships with individual and small business clients--- Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs--- Collaborates with partners in order to meet clients' financial needs--- Manages schedule to meet client demands--- Executes the bank's risk culture and strives for operational excellence You're a person who (required skills): --- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
--- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. --- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for helping new and existing clients based on their needs.
--- Has strong written and verbal communications skills. --- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). --- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. --- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. --- Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).
--- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- An associate's degree or bachelor's degree in business, finance, or a related field. --- Experience working in a financial center where goals were met or exceeded. --- Retail and/or sales experience in a salary plus incentive environment. --- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
--- Experience with financial information, spreadsheets and financial skills. --- Knowledge of banking products and services. --- Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40
