Personal Banker II

Personal Banker II

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Job Tracking ID : 512272-902617

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Job Location :

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Job Level : Any

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Level of Education :

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Job Type : Full-Time / Regular

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Date Updated : 09 / 16 / 2025

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Years of Experience : Not Applicable

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Starting Date : Invalid Date

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Salary : $0

Job Description

Job Summary : Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.

ESSENTIAL DUTIES & RESPONSIBILITIES

Perform all Personal Banker I duties :

• Demonstrate awareness, commitment and dedication to servicing and building customer relationship
• Gain full knowledge of the products and services offered by the Bank
• Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
• Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
• Responsible for operational compliance and adherence to bank policies and procedures
• Gain full understanding and knowledge of the teller function
• Consistently deliver exceptional customer service

Research and analyze data in order to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues

Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings

Assists in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities

Assists and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed

Perform additional duties as requested, needed or assigned

Experience and Skills

JOB REQUIREMENTS

EDUCATION & EXPERIENCE

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity / Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

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