Now Hiring - Financial Services Account Representative in Framingham, MA

Summary / Objective

The Account Representative is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes performing account services and providing solutions to customers’ inquiries.

Experience & Education Requirements:

• Bachelor’s degree or equivalent retail banking and/or online banking experience
• Extensive knowledge of Retail Banking policies and procedures
• Proven organizational and customer service skills
• Good interpersonal, communication & computer skills
• Bilingual speaking preferred

Essential Job Functions:

• Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line
• Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities
• Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their needs
• Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities
• Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail

Required knowledge, skills & abilities:

• Strong understanding of financial products and services and the ability to learn more
• Assessing customer needs, providing solid recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
• Effective interpersonal skills and confidence to offer products and services to customers
• Ability to apply critical thinking and problem solving skills
• Ability to work in a fast paced environment under time constraints when necessary
• Ability to establish credibility quickly with customers and team members
• Successful completion of in-house training programs or other approved training programs
• Compliance with BSA regulations as appropriate to the position

Physical Demands and Work Environment:

• Ability to use standard equipment such as computers, phones, photocopiers
• Sitting for longer periods of time
• Occasional local travel for bank purposes and/or on behalf of the bank (i.e. visiting other worksites, networking, community/marketing events)
• Must be able to work schedules that meet the needs of the Bank, which may include early morning, evening and /or weekend hours

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. It is expected that from time-to-time other duties, both related and unrelated to the above, may be assigned and therefore, required.

MutualOne Bank offers a competitive salary and an excellent benefits package which includes, medical and dental insurance, 401(k) plan with Bank match, paid vacation, paid holidays, group term life insurance, long term disability & short-term disability insurance, flexible spending accounts, tuition reimbursement and an employee assistance program. Salary range $ 40,236.00 - $45,759.34.

MutualOne Bank provides equal employment opportunities to all employees regarding race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetics or status as a protected veteran.