Banker Trainee, Float
Boost your chances before you apply.
Middlesex Savings Bank
KY
Summary
The Banker Trainee is responsible for processing customer transactions, opening and servicing accounts, and promoting bank products to meet customer needs. The role focuses on developing technical and advisory skills while maintaining operational excellence and regulatory compliance.
Job Description
Overview
It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate.
Responsibilities
- Customer ExperienceDevelops an understanding of customers’ needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.
- Operational ExcellenceEnsures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
- TeamworkIs an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
- CredibilityFollows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank’s strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.
- Decision MakingUnderstands and complies with Bank policies and procedures. Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize warning signs of fraud and escalates appropriately.
- MiscellaneousPerforms functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements
Education
- High School Diploma or its equivalent is required
- Associate's Degree or some college is preferred
Work Experience
- 6-12 months of cash handling or customer service related experience is required
Knowledge, Skills, and Abilities
- Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
- Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
- Must possess strong attention to detail.
- Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
- Must be able to work extended and weekend hours.
- Scheduling and work location flexibility required.
- Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Expected Pay Range
The expected annual pay range for this role is $36,010 to $46,219. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.
EEO Statement
Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
Middlesex is a $6 Billion mutual bank whose roots date back to 1835. We were founded for a specific purpose—to take care of residents of modest means whose needs were not being met by other financial institutions. Inherent in that mission was a commitment to serving the entire community with products and services that were fair and treating every member of the areas we served with respect.
More than 185 years later, we haven’t wavered from those principles. That means providing the very latest in banking technology and traditional branch convenience at prices that people can afford. It means a commitment to extraordinary service such as a locally-based call center where people know you by name. And it means savings rates that are consistently higher than the average, week after week.
It also means a powerful commitment to the business community, both locally and throughout the larger markets we serve. In fact, Middlesex is right there standing behind some of the most successful businesses, from the Main Street shops that add character and diversity to the towns we serve, to sophisticated companies in manufacturing, health care, real estate and professional and general services throughout Massachusetts and the other New England states. Whether we’re lending money or providing bank products, our goal is the same, to help our business customers be successful, now and for the long-term.
Most of all, Middlesex is about people. Almost 600 talented individuals help Middlesex to be a different kind of place, a place where there is a respect for work-life balance and where the extraordinary work that our people do in the community is celebrated and recognized. Our mission lives on.
Member FDIC, Equal Housing Lender, and NMLS #440578
Founded
1835
Company size
501-1,000 employees
Industry
Finance
Org type
Privately Held
Headquarters
Natick, Massachusetts
Middlesex is a $6 Billion mutual bank whose roots date back to 1835. We were founded for a specific purpose—to take care of residents of modest means whose needs were not being met by other financial institutions. Inherent in that mission was a commitment to serving the entire community with products and services that were fair and treating every member of the areas we served with respect.
More than 185 years later, we haven’t wavered from those principles. That means providing the very latest in banking technology and traditional branch convenience at prices that people can afford. It means a commitment to extraordinary service such as a locally-based call center where people know you by name. And it means savings rates that are consistently higher than the average, week after week.
It also means a powerful commitment to the business community, both locally and throughout the larger markets we serve. In fact, Middlesex is right there standing behind some of the most successful businesses, from the Main Street shops that add character and diversity to the towns we serve, to sophisticated companies in manufacturing, health care, real estate and professional and general services throughout Massachusetts and the other New England states. Whether we’re lending money or providing bank products, our goal is the same, to help our business customers be successful, now and for the long-term.
Most of all, Middlesex is about people. Almost 600 talented individuals help Middlesex to be a different kind of place, a place where there is a respect for work-life balance and where the extraordinary work that our people do in the community is celebrated and recognized. Our mission lives on.
Member FDIC, Equal Housing Lender, and NMLS #440578
Founded
1835
Company size
501-1,000 employees
Industry
Finance
Org type
Privately Held
Headquarters
Natick, Massachusetts