First Bank & Trust · 1 day ago
Retail Banking Specialist
First Bank & Trust is committed to providing exceptional service to its clients. The Retail Banking Specialist will be responsible for ensuring a superior service experience, developing client relationships, and managing transactional needs efficiently while adhering to compliance procedures.
BankingFinancial Services
Responsibilities
Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve
Enthusiastically develop, maintain, and grow new and existing relationships that are profitable to the bank while minimizing risk. While not required, a general understanding and aptitude for sales aids in this responsibility
Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s)
Anticipate needs and advise clients on solutions that personally benefit them
Assist in the opening of new accounts and establishing new relationships
Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs
Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs
Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines
Act in accordance with FBT policies and procedures as set forth in the employee handbook
Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor
Qualification
Required
High school diploma
Minimum of one year of related experience, or the equivalent
Strong communication skills through excellent verbal and written correspondence
Effective listening and responsiveness
Personable and empathetic to others
Collaborative and solution driven problem solver
Preferred
General understanding and aptitude for sales
Company
First Bank & Trust
First Bank & Trust is a banking firm that offers banking, wealth management, and financial services in Massachusetts.