Direct Sales Representative, Sr. (Banking) jobs in Boston, MA

Watertown Savings is a $1.4 billion mutual savings bank located in the heart of Watertown Square. We are a leader in community involvement, providing world-class service to our customers and offering a friendly, professional work environment since 1870. We want to continue to help those we serve--customers, non-profit organizations, communities, and employees--to prosper and fulfill their goals.

We are committed to being a leader in delivering superior technology that helps our employees provide the highest level of personal and digital service, quality products, and banking convenience to customers and local communities.

We are currently seeking a dedicated Personal Banking Representative to join our team. This role is pivotal in providing exceptional service to all branch customers. As a Personal Banking Representative, you will be responsible for establishing and servicing customer accounts, both personal and business. Additionally, the Personal Banking Representative will excel in recognizing opportunities to enhance existing customer relationships whenever they express a need. The Personal Banking Representative role will involve assisting customers with inquiries related to our bank's products and services while also proactively identifying opportunities to refer customers to other areas for assistance when appropriate.

Under the guidance of the Assistant Branch Manager, this position supports various customer service, operational, and administrative functions within the branch. We are looking for a team-oriented individual with a solid background in banking.

Primary Duties and Responsibilities:

• Deliver exceptional customer service that aligns with the Customer Bill of Rights for both consumer and business inbound calls, emails, and chats.
• Perform customer service and teller duties based on the needs and characteristics of the branch office.
• Maintain an up to date knowledge of bank products and services.
• Open various types of accounts and handle all other customer service related requests and inquiries, including but not limited to the following: Personal & Business Accounts, Online Banking, IRA Accounts & RMD, Debit Card Assistance, Safe Deposit Box etc.
• Promote and sell bank products and services while ensuring customer needs are met.
• Effectively managing customer situations by identifying the root cause of the issue and offering timely solutions.
• Provides support for consumer and business inbound calls, emails, and chats (Call Center Support) as needed.
• Foster and maintain a good working relationship with other departments to meet customer/employee needs.

Qualifications and Other Determining Factors:

• Previous Banking Experience
• Excellent written and verbal internal/external communication skills
• Detailed oriented, organized, and can complete tasks accurately
• Fully understands all Teller/PB operational procedures and policies
• Proven ability to multitask and meet deadlines

We offer a highly competitive compensation and benefits package that provides our team with Medical, Dental & Life Insurance, a 401k with 6% company match, a traditional Defined Benefit pension plan, Tuition Assistance, and an on-site fitness area. You'll find that Watertown Savings Bank is a great place to work and grow your career!

Watertown Savings Bank is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, gender, sexual orientation, gender identity, gender expression, pregnancy, childbirth, or related medical conditions, age, national origin, ancestry, physical/mental disability, military/veteran status, genetic information, marital status, ethnicity, lienage or any other protected classification, in accordance with applicable federal, state, and local laws.

Member FDIC / Member DIF

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Job Type: Full-time

Pay: $19.63 - $25.12 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• Personal Banking: 2 years (Required)
• Banking: 1 year (Required)

Work Location: In person