Home > Projects > BANKING SPECIALIST

Middlesex Savings Bank
Sudbury, MA

CONTACT: Apply Here

It is the responsibility of the Banking Specialist to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank’s core values and mission. This is accomplished by focusing on the customer experience, achievement of operational excellence, focus on performance goals, solid decision making, and a commitment to the success of the Bank and of their team.

The Banking Specialist promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with established Bank objectives; and assists customers with questions and problem resolution, as requested.

RESPONSIBILITIES:
Customer Experience

Develops an understanding of customers’ needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.

Operational Excellence

Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products, services and technology services. Stays 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 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.

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:

High School diploma or its equivalent. At least 1-3 years of teller and/or banking specialist experience or similar customer service-related position within banking. 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. Must attain designation of Notary Public within 6 months. 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 stand for extended periods of time and lift 25 pounds.

Middlesex Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled

 

 

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