Mobile Universal Banker

Summary

The Mobile Universal Banker provides customer service and banking transactions across multiple branch locations. The role involves processing deposits, opening new accounts, and educating customers on banking products to meet sales and relationship goals.

The full-time Mobile Banker is required to move to different locations based on staffing needs. Headquarters is located in Hudson. Other branch locations are Framingham, Westborough, Marlborough, Clinton, Leominster, Shrewsbury, and Northborough. A reliable form of transportation is required.


Overview:

Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships. Performs a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives.

Primary Responsibilities:

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:

  • Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc.
  • Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support.
  • Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets.
  • Open new consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements.
  • Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank’s mission of being a dedicated and responsible corporate citizen.

Other Responsibilities:

  • Perform related and unrelated duties as may be required.


See also

Mobile jobs by country — openings, pay and top skills →

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