Wellesley Bank
  • Wellesley, MA, USA
  • Full Time

Position Summary

Supports the Business Banking team in all aspects of client services by providing prompt, courteous and accurate service. This includes, but is not limited to, client onboarding, implementation of cash management services and maintenance for existing clients. Services a full range of Business Banking products and services for clients to meet their financial needs and provide a superior service experience for the lifecycle of the client.

Duties & Responsibilities

  • Work successfully both independently and with internal teams to proactively service daily transaction needs of our business banking clients, including fielding client and Banker inquires, problem resolution, wire transfers, account maintenance, etc. to ensure they are addressed in a timely manner and to the satisfaction of the client and the Banker, while looking for alternative solutions to enhance the client experience.
  • Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or from Bankers. Resolve routine to complex service issues of our clients with the goal of exceeding their expectations and contributing to retention and expansion of client relationships.
  • Build, manage and maintain strong client relationships through proactive and daily interactions with clients and internal business partners to contribute to the retention and expansion of client relationships.
  • Open new deposit accounts, oversee the workflow of new cash management services and maintain existing accounts on appropriate systems to meet the needs of our clients and Relationship Managers. Act as a liaison between the Relationship Managers, deposit operations and their clients to ensure a smooth onboard, resolve issues, execute service requests and ensure that all products and services are delivered as promised.
  • Remain current on products and services, internal policies and procedures and external developments, which may affect the client and the Bank.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports our culture and reflects the Wellesley Bank brand.
  • Complete other related duties as assigned.

Minimum Qualifications Required

  • Bachelor's degree and a minimum of 3 years' experience in a business banking, or private banking client service role or equivalent experience.
  • Business banking and retail experience strongly desired
  • Strong client service skills.
  • Strong interpersonal skills.
  • Strong verbal and written communication skills.
  • Strong organizational skills.
  • Knowledge of consumer and commercial banking products and services.
  • Strong computer skills, with proficiency in Microsoft Office Products.
  • Working knowledge of Fiserv products and services strongly desired.


Wellesley Bank
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