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North Shore Bank PT Personal Banker (Saugus, MA) in Saugus, Massachusetts


The Personal Banker plays a key role in providing retail banking services and products to consumers and small businesses. The Personal Banker is “North Shore Bank” to these Retail customers. Thanks to the competence of these employees, most customers will feel as if is this representative is their “personal banker.”


Relationship Building and Business Development:

  • Identify the unmet needs of existing and potential customers and recommend appropriate solutions;

  • Open new accounts, including compiling and preparing new account paperwork and applications;

  • Promote and provide details of new products and services, from loans to mobile solutions;

  • Participate in customer/prospect meetings or joint visits with other departments (i.e. investment center, business banking, loan referrals, etc.);

  • And participate in community events to strengthen our important local ties to each neighborhood we serve.

  • Achieves individually assigned productivity targets and assists branch to achieve branch targets

  • Proactively contacts customers for additional products/services, to confirm satisfactions or to determine actions for maturing CDs, documenting in Contact Management System (CRM)

Customer Service:

  • Engage customers to deliver an exceptional customer experience with every interaction; Leading by example to deliver same “well north” experience

  • Assist customers with existing accounts, accurately providing every type of transaction support, including accepting deposits, making withdrawals, issuing checks, and accepting loan payments;

  • And handle dispute resolution or general inquiries about policies and procedures.

Branch Operations:

  • Assist with all facets of branch operations, including opening/closing the branch, the preparation of transactions for scanning (i.e. branch capture, indexing, etc.), balancing and transmitting transactions, updating customer information, balancing and replenishing ATM, and weekly cash ordering/shipping.

  • Conduct all work in accordance with bank policies and procedures and regulatory standards to ensure safety and soundness.

  • Assists colleagues in systems/procedural/policy training to insure proficiency


  • Committed to ensuring customer satisfaction; is willing to do whatever it takes to keep customers happy and create repeat business.

  • Excellent interpersonal and communication skills; enjoys engaging with people.

  • Strong computer skills and is familiar with a wide range of technological applications, particularly mobile banking and online banking;

  • Strong decision making skills; must possess the ability to independently assess situations and issues as they arise and quickly come to a resolution with little to no supervision, while also recognizing when and to whom issues should be escalated;

  • Enthusiasm for their job and always strives to do the best work possible to give their customers the best experience available;

  • Organized and can multitask without difficulty;

  • Demonstrates teamwork by working well with others and celebrates the success of colleagues;

  • Thorough, realizing any oversight could result in customer dissatisfaction


  • High School or equivalent combination of education and experience

  • Two years of customer service and/or successful consultative sales experience in a goal-oriented, customer contact environment. Financial institution branch, lending, customer service/and sales is strongly preferred.

  • Two years demonstrated proficiency in Banking preferred

  • Strong communication skills.

  • Detail oriented with initiative and the ability to work independently in a fast paced environment

  • Demonstrate initiative in problem resolution and accepting opportunities to exceed customer expectations.

  • Able to work independently and complete work assignments under limited supervision and in accordance with general instructions.

  • Proficient PC skills and capable of working multi-faceted systems

  • Notary Public and NMLS licenses preferred

NSB offers competitive benefits packages, which include the following:

  • Vision insurance through VSP

  • FSA/DCA accounts

  • Paid Family Medical Leave

  • 401K Defined Contributions

  • Bank-paid business travel insurance

  • Paid Time Off

  • Employee Assistance Program

  • Pet insurance through Nationwide

  • Employee Referral Bonus

  • Banking discounts

  • Service recognition program

  • Jeans Day

  • Employee perks and discounts at The Y, Working Advantage, and more…

At North Shore Bank, we are committed to creating a place as diverse as the communities we serve. Our core values shape the decisions we make every day and help to define our company culture and it is these values that comprise what we call, “well north of your expectations”. Our core values include leadership, integrity/transparency, respect, adaptability, collaboration, accountability, and empathy.

North Shore Bank is an EOE. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Some weekends.

30 Hrs