Associate Banker II - Wellesley, MA
Core
Front-line banking professional delivering transactions, financial advice, and customer relationship management at a retail branch.
Role type
Associate Banker (Retail Banking)
Builds
Personal and commercial banking products and services for individual customers
Domain
Banking / Financial Services
Required skills
Transaction processing, customer service, financial product knowledge, lead management, compliance adherence, scheduling, problem-solving
Preferred skills
Teller experience, notary license, military experience, volunteering experience
Technologies
TD systems, Microsoft Office, digital banking platforms
Responsibilities
Process everyday banking transactions (deposits, withdrawals, account openings/closings), educate customers on financial products, manage customer leads and appointments, ensure regulatory compliance, serve as first point of contact for customer inquiries
Seniority
Entry-level to Junior
