Associate Banker II - Bilingual English & Spanish Speaking Preferred - Lawrence, MA (Essex St)
Core
Associate Banker II responsible for processing everyday banking transactions, opening accounts, and providing financial advice and educational support to customers at a store location.
Role type
Associate Banker (Teller/Relationship Support)
Builds
Personal & Commercial Banking services for retail customers
Domain
Banking / Financial Services
Required skills
Customer service, transaction processing, account opening/closing, financial product knowledge, compliance adherence, lead management, scheduling, problem-solving, Microsoft Office proficiency
Preferred skills
Bilingual English & Spanish, Teller experience, Notary License, military experience, volunteering experience
Technologies
TD systems, mobile and online banking platforms, Microsoft Office
Responsibilities
Process cash/deposit/withdrawal transactions and account servicing requests; 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