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    Senior Personal Banker- Dorchester - Watertown, United States - Cambridge Financial

    Cambridge Financial
    Cambridge Financial Watertown, United States

    4 weeks ago

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    Description

    POSITION: SENIOR PERSONAL BANKER - DORCHESTER

    Summary:

    At Cambridge Savings Bank, our purpose is to have a positiveimpact on our customers, employees, and community's financial well-being.The Senior Personal Banker will beresponsible for building strong customer relationships through embracing ourbrand promise of treating every customer like they are their only customer.You will be part of a team that iscollaborative and that understands the importance of working with internalbusiness partners to provide a seamless experience for our customers.

    Key Result Areas:

    • Through detailed consultation, uncovers customer needs and advises them with the right products, solutions and services of the Bank and its partners.
    • Ensure every point of interaction with customers and colleagues is in line with our brand, values, and mission of providing relationship-centric experiences.
    • Achieve performanceexpectations as outlined in the Retail Incentive Plan.
    • Play a leadership role in welcoming customers and managing branch activity.
    • Serve as a peer leader, displaying operational excellence and exceptional customer experiences.
    • Develop and maintain substantial knowledge of Bank products and services.
    • Understand and adhere to all regulatory, security, retail banking and bank policies and procedures.
    • Understands and adheres to all Bank Secrecy Act and Anti- Money Laundering (BSA/AML), regulatory, security, retail banking and bank- wide policies and procedures.
    • Open and close the Branch as required.
    • Cover Assistant Branch Manager tasks as needed.
    • Perform additional duties as required.
    Qualifications:
    • High School degree or equivalent required.
    • 2+ years customerservice experience with proven record of successfully buildingrelationships and translating those to sales.
    • Banking, financial, and/or retail experience preferred.
    • Experience in roles requiring assessment of customer needs, including consultative and advisory responsibilities.
    • Foster a respectfulwork environment and further a culture of inclusion by buildingconnections using the tools of listening, compassion and understanding.
    • Ability to workindependently and take accountability for actions, making quick, highquality decisions
    The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with the major purpose of this job.

    Location:

    Dorchester, Massachusetts

    About Cambridge Savings Bank:

    Cambridge Savings Bank is a full-service banking institution with $6 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at , or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS #

    Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.


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