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POSITION: FLOAT PERSONAL BANKER - HARVARD SQUARE

 

Summary:

 

Achieve sales excellence through the sale of Bank products and services that are targeted to customers’ individual needs; accurately process various customer transactions on the teller line as needed. Consistently provide high quality service to prospective and existing customers. A Personal Banker must possess an outstanding sales and service orientation, strong interpersonal skills and be attentive to detail.

 

Key Result Areas:  

 

  • Sell the products and services of the Bank and its partners to prospective and existing business and consumer customers based on their needs, focusing on increasing core households and services per household

  • Achieve sales and business development goals, as assigned

  • Develop and maintain substantial knowledge of Bank products and services

  • Serve as the key contact and advocate to gain, build, and maintain customer relationships

  • Perform customer transactions, including deposits, withdrawals, and payments

  • Balance cash drawer at end of day and assist with branch settlement

  • Cross-sell the products and services of the Bank and its partners based on customers’ needs, while focusing on increasing core households and services per household 

  • Achieve sales referral goals

  • Consistently provide high quality customer service in a professional manner

  • Participate in CRA activities, as requested

  • Maintain knowledge of, and consistently adhere to, Bank policies and procedures regarding branch operations and human resources

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

  • Work within assigned authority level, referring to a higher authority when necessary or required by Bank policy

  • Perform Sales and Service transactions and teller transactions

  • Contribute to the effective team management of all Bank problems, issues and sales opportunities

  • Act as Personal Banker trainer, as required

  • Perform teller duties, as needed

  • Perform tasks accurately and efficiently

  • Perform additional duties as required

 

Qualifications: 

 

  • High school education

  • Proven sales experience

  • Ability to refer customers to appropriate personnel for potential sale

  • Ability to meet established sales goals

  • Strong service skills

  • Strong communication and interpersonal skills, with the ability to interact with all types of people

  • Familiarity with routine teller functions

  • Cash handling experience is preferred

  • Ability to travel to and work at other branches, as needed

  • Strong attention to detail

  • Ability to carry cash box and coin between vault and teller window

  • Excellent follow-through skills

 

Location:    

 

Harvard Square - Cambridge, Massachusetts.

 

About Cambridge Savings Bank: 

 

Cambridge Savings Bank is a full-service banking institution with over $5 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 cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship.

 

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.