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Senior Banking Specialist II

Posted on Sep 20, 2021 by Middlesex Savings Bank

Westford, MA 01886
Accountancy
Immediate Start
Annual Salary
Full-Time


Overview


It is the responsibility of the Senior Banking Specialist II to represent Middlesex Savings Bank to the public and to their employees, and to promote the Banks core values and mission. This is accomplished by focusing on the customer experience, development of staff, 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 Senior Banking Specialist II assist the Assistant Branch Manager and the Branch Manager in ensuring that the branch functions in an effective and efficient fashion as follows: oversees branch staff and assists in the scheduling, coordination, and delegation of work assignments; supports branch service and sales goals, and assists staff in meeting related goals; conducts of a wide array of customer transactions; and recommends products and services in conformance with established Bank objectives.

Responsibilities

Customer Experience


Responsible for assisting the Branch Manager and Assistant Branch Manager to oversee the experience of customers within the branch. Develops an understanding of customers needs and expectations, ensures that products and services are offered that address those needs and expectations and ensures their staff do the same. Develops new business by establishing and growing customer relationships and ensuring staff do the same, including utilization of business partners as appropriate.


Staff & Team Development


Develops staff skills and expertise by setting clear expectations and objectively assessing competencies, including performance evaluations. Holds staff accountable, providing coaching and mentoring for improvement. Assists the Branch Manager and the Assistant Branch Manager in taking constructive action and handling difficult employee situations, partnering with HR appropriately.


Operational Excellence


Ensures quality and accuracy of work, and assists the Branch Manager and Assistant Branch Manager to execute branch controls in an effective and timely manner. Ensures staff demonstrate operational expertise and understanding of policies, procedures and risks. Assists the Branch Manager and Assistant Branch Manager in utilizing tools to monitor staffing levels and increase efficiency as appropriate while maintaining service levels.


Maintains primary responsibility for vault cash, including cash orders and shipments, and the accuracy thereof. Ensures adherence to security and audit related protocols, including cash audits.


Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance and industry developments and apprises staff of same. Complies with all Bank policies including those pertaining to confidentiality, email, and others.


Influence & Credibility


Leads by example acting as an active part of the branch team. Performs the functions of an Assistant Branch Manager in absence of said manager. 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.


Decision Making


Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Draws on knowledge, experience and insights and recommends solutions.


Miscellaneous


Assists the Branch Manager and Assistant Branch Manager in the caretaking of the branch facilities. 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 3-5 years of banking specialist experience or similar customer service related position within banking. Some supervisory experience preferred. Demonstrated customer service, sales, organization, communication, interpersonal skills and strong attention to detail. Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Must also possess at least intermediate technology skills, including knowledge of Microsoft Office applications. 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




Reference: 1327478470

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