Senior Relationship Banker/Universal Banker II

Description

Rollstone Bank and Trust is a community bank supported by the strength of our shared services organization, River Run, and banking affiliates Newburyport Bank and Pentucket Bank. Together, we shape the evolution of community banking through innovation and strong partnerships, while preserving the heartfelt service our customers value. Here, you will discover opportunities for professional growth, make a meaningful impact in your local community, and join a team that champions integrity, respect, teamwork, and continuous progress. Where you matter most.

The Sr. Relationship Banker/Universal Banker II provides customer service duties and recommendations while reaching established goals. Utilizes the Bank’s Service Excellence Standards and product knowledge to develop, manage and grow customer relationships. Contributes to the sound operation of the branch. Mentors newer team members and collaborates with other team members. May oversee the daily running of the branch in the assistant managers absence.

Essential Job Functions

• Mentors Relationship Bankers following training, providing guidance and support until mastery of job functions is achieved.
• Performs weekly and monthly audits with branch management, reviews transactions for risk before approving overrides, and verifies transactions and account balances in accordance with Bank policies, state and federal regulations, and the Bank Secrecy Act (BSA).
• Oversees branch operations in the Assistant Branch Manager's absence, including opening and closing the Bank and vault, maintaining branch security, and ensuring the safety of Bank premises.
• Maintains thorough knowledge of Bank products, services, policies, procedures, and regulatory requirements; adapts to various branch responsibilities and completes all required training and meetings related to new products and initiatives.
• Builds and deepens customer relationships by identifying financial needs, recommending appropriate products and services, opening consumer and business accounts, certificates of deposit (CDs), and ancillary products, and making referrals to other colleagues and departments.
• Promotes Bank products and services through consultative cross-selling, outbound calls using Marketing and customer relationship management (CRM) leads, and participation in branch outreach programs and campaigns while consistently meeting performance goals.
• Processes a variety of customer transactions accurately and efficiently, including check cashing and deposits, loan and other payments, mailed deposits, money orders, official checks, coin, customer check orders, and applicable service fees; maintains required logs, places holds when appropriate, and balances assigned cash drawers.
• Supports branch cash and ATM operations, including weekly ATM balancing, troubleshooting ATM issues, and verifying incoming and outgoing cash shipments.
• Follows all branch operational, audit, security, and compliance procedures, including check cashing, deposits, account openings, debit card issuance, branch opening and closing, vault and ATM management, and other operational functions.
• Ensures compliance with applicable federal and state laws, regulations, and Bank policies by preventing violations, minimizing risk, and safeguarding the Bank's interests.

Requirements

Qualifications, Education, and Experience

• High school diploma or equivalent; ability to obtain a Notary Public commission within the first year of employment.
• Minimum of three years of retail or customer service experience, preferably in a teller or customer service role, or an equivalent combination of experience.
• Strong numerical aptitude and working knowledge of math and cash handling.
• Excellent customer service, interpersonal, and written and verbal communication skills, with the ability to confidently engage with a diverse range of clients.
• Demonstrated interest in developing banking industry knowledge and a commitment to delivering exceptional customer experiences that enhance clients' financial well-being.
• Strong organizational skills, attention to detail, and the ability to apply critical thinking and problem-solving skills to effectively address client needs.
• Highly motivated self-starter with a strong work ethic and the ability to balance client needs with the Bank's objectives.
• Proficiency in computer software and internet-based applications.
• Ability to collaborate effectively as part of a team, build and maintain strong working relationships, and contribute toward shared goals.
• Flexibility and willingness to work evenings, weekends, and across multiple market locations as needed.

Rollstone Bank and Trust is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.

If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at hr@riverrun.com or call 978-462-3136.

The salary range represents an estimate based on market data for this position. Final compensation decisions are made based on experience, skills, and internal equity to ensure fairness and consistency across our organization.