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Job Details



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POSITION: VIDEO BANKER

Summary:

The Video Banker will focus on building long term relationships with clients and assist our customers in managing and servicing their bank accounts and finances through digital channels such as Interactive Transaction Machine’s, e-mail and chat, and will strive to positively impact our customer’s financial wellbeing whilst exhibiting our core values.

 Key Result Areas:  

  • Ensure every point of interaction with customers and colleagues is in line with our brand, values and mission of providing relationship-centric experiences

  • Manage the Bank’s customer service email response system, including the preparation, editing, and answering of emails received,

  • Must be comfortable and proficient with technology devices and services and is able to effectively communicate with customers through video in a professional, engaging manner

  • Make appropriate decisions by effectively using position authority, knowledge of operating and security procedures, and problem-solving skills to make on-the-spot decisions, including exceptions, adjustments, and overrides using 15 plus critical administrative sites

  • Develop and maintain substantial knowledge of Bank products and services

  • Responsible for performing a full range of customer service-oriented and digital communications support activities to ensure customer satisfaction and compliance with Bank policies and procedures.

  • Participate in the implementation of emerging technologies as well as identify and respond to suspicious activity or fraud alerts through various channels. Proactive customer outreach is necessary for various reasons.

  • Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures

  • Sell and cross-sell the products and services of the Bank and its partners to prospective and existing business and personal customers based on their needs.

  • Open and close the CCC, as needed. This includes owning the open/close procedures

  • Provide support to all CCC functions, as necessary

  • Perform additional duties as required.

Qualifications: 

  • High School degree or equivalent degree required

  • Strong verbal and written communication skills, with the ability to interact with various people and quickly build rapport

  • Strong sales and service skills, or the recognized ability to develop them

  • Ability to work independently and take accountability for actions, making quick, quality decisions

 

The above description covers the most significant 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:      

Waltham, Massachusetts 

About Cambridge Savings Bank: 

Cambridge Savings Bank is a full-service financial institution with approximately $5 billion in assets that is committed to improving the quality of life in the communities it serves. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services and has branches located in Arlington, Bedford, Belmont, Burlington, Cambridge, Charlestown, Concord, Lexington, Melrose, Newton, and Watertown.

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.