Wellesley Bank
  • Wellesley, MA, USA
  • Full Time

Play a vital role in the client experience at Wellesley Bank!  Our Universal Banker, internally referred to as a premier relationship banker, provides exceptional, friendly client service through face-to-face, telephone and digital interaction with our clients.  

The primary objective of a Premier Relationship Banker is to help develop strategic clients by understanding our clients and prospects needs and providing a valuable banking experience.  On a day to day basis, you will be responsible for assisting clients with teller transactions, opening new accounts, educating our clients on products and services and providing them with a full service banking relationship.  This includes knowledge and operational efficiency with our business and personal banking products. Ability to identify opportunities for cross-selling and referrals to the lending department and wealth management.

Ensures efficiency of branch's teller operations.  Adheres to bank's policies and procedures concerning vault cash.


  1. Ensures continuous premier service and positive public perceptions of the Bank by extending a courteous greeting and welcome to clients and visitors. Provides accurate and timely premier client service.
  2. Supports the Bank's objectives and campaigns by developing strategic clients and providing a valuable banking experience
  3. Cross-selling basic products, or by referring customers to other Bank employees
  4. Adheres to Bank's security and audit procedures.
  5. Protects the Bank's financial interests by controlling and balancing the assigned cash drawer and negotiable items received/disbursed. Maintains acceptable balancing record per established standards.
  6. Processes client transactions efficiently and accurately. Follow policies/procedures to minimize losses.
  7. Answers telephone inquiries. Directs questions to appropriate office personnel. Responds to client mail inquiries. Researches/resolves client problems.
  8. Performs routine office and clerical duties (i.e., filing signature cards; preparing bank bag for pickup; night deposit, ATM custodian, etc.).
  9. Performs other duties as assigned.

2-4 year's experience in a teller or cash handling position with working knowledge of banking products and services. 

Experience in client service or working with the public. 

Bachelor's Degree or equivalent desired.

Must be computer literate with experience in Microsoft Word and Excel.

Wellesley Bank
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