Associate Banker II - Bilingual English & Spanish Speaking Preferred - Methuen, MA (Haverhill St)
Core
Associate Banker II responsible for processing everyday banking transactions, opening accounts, and providing financial advice to customers at a store location.
Role type
Associate Banker II (Personal & Commercial Banking)
Builds
Customer relationships and trust through transactional support and product education
Domain
Banking / Retail Banking
Required skills
Transaction processing, account opening/closing, customer service, financial advice, lead management, compliance adherence, multitasking, problem-solving, Microsoft Office proficiency
Preferred skills
Bilingual English & Spanish, Teller experience, Notary License, volunteering/customer-facing experience
Technologies
TD systems, Microsoft Office, digital banking platforms
Responsibilities
Process cash/deposit/withdrawal transactions and open/close accounts; Educate customers on banking products and services; Manage customer leads and schedule appointments; Ensure compliance with Bank Secrecy Act and Patriot Act; Serve as first point of contact for customer inquiries in the lobby.
Seniority
Entry-level to Junior, hands-on IC