Personal Banker

Administration-Retail · Newton, Massachusetts
Department Administration-Retail
Employment Type Full-Time

Position Summary

Understands and maintains the Banks standards for service and customer satisfaction; exercising the Preferred Banking Pledge with every customer, every transaction, every time.  On a daily basis, processes a wide variety of monetary transactions, demonstrating accuracy and adherence to the Bank's procedures, policies and banking regulatory requirements. Promotes and cross-sells bank products and performs some supervisory responsibilities while assisting customers in the teller area as well as the platform.

This is a Floating Position. Travel will be required to other locations and candidates must be able to work flexible schedules to meet the needs of the Bank.

This role is eligible for a Sign-On Bonus.


  • Greets customers courteously; assesses the customer's needs; seeking to understand how the customers' needs are best met by actively listening.
  • Processes deposits, withdrawals, account maintenance, loan payments and checks presented for cashing. 
  • By remaining alert, assists in identifying and minimizing Bank’s exposure to losses due to fraud.
  • Examines checks or other negotiable instruments for endorsements and to verify other information such as dates, bank names, identification of customer and the legality of the documents.
  • Completes Currency Transaction Reports (CTR) on cash transactions exceeding regulatory threshold.
  • Seeks appropriate supervisor advice or approvals regarding any special messaging on accounts or transactions beyond teller level of authority
  • Participates in performing daily branch tasks including ATM maintenance, ATM deposit processing, night deposit processing, loan product payments, deposit capture scanning, proofing and balancing work and error resolution.
  • Balances each day’s transactions and verify cash against computer totals. (In accordance with the Teller Cash Difference Policy and Procedures) Assists with branch settlement at the end of the day.
  • Assists the branch management team with monthly and quarterly audits
  • Opens and closes the branch as needed to assist with branch coverage (including branch keys and alarm access)
  • Provides lunch coverage as needed
  • Committed to continued training to help ensure that the branch operates efficiently (fully cross functional), including open new consumer and business relationships
  • Exhibits sound judgment in decisions concerning Teller Overrides and other customer situations.
  • Assists the Teller Supervisor as requested, and may act as a back-up to the Teller Supervisor in their absence.
  • Assumes responsibility for vault cash in the absence of the Teller Supervisor; verifying count before taking control.
  • Provides information, assistance and customer service to Bank customers in a professional manner.
  • Achieves established referrals and service goals.
  • Maintains knowledge of bank products and services.
  • As part of the Branch team; actively partners with all personnel to fully serve our customers according to our Preferred Banking Pledge.
  • Demonstrates the ability to review or research daily work for accuracy, find errors and recommend or perform procedures to correct errors. 
  • Is knowledgeable in the operation and use of the Bank's applications/ systems
  • Demonstrates a basic knowledge in the Bank's non-proprietary applications (E-mail, Word, Excel, and Internet) to communicate with co-workers and to perform routine administrative tasks.


High school diploma or general education degree (GED) and 1-2 years of banking experience required.

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  • Location
    Newton, Massachusetts
  • Department
  • Employment Type