Bluestone Bank
Norton, Massachusetts
Bluestone Bank Description: Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. The Premier Banking Officer position is a hands-on role, responsible for generating new business opportunities with a focus on gathering new deposits, adding new customers, and identifying, developing, and generating new small business deposit, and revenue opportunities. This will include the origination of deposit accounts, Treasury Management/Cash Management solutions, and other ancillary bank products (as determined), across Retail and Commercial lines of business. This role is responsible for delivering bottom-line results by developing and executing effective sales plans and tactics and conducting results-driven business development activities. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Accountable to achieve individual sales goals for gathering deposits, creating revenue, and cross-selling Bluestone products and services to existing and new customers. Actively prospects, solicits and meets with potential Clients, identifies business opportunities, conducts need's assessments, and partners with internal product teams to structure appropriate banking solutions. Assists in the preparation and execution of relationship presentations and supports Cash Management solutions within establish bank policy. Plans for and conducts retention and business development calls for existing, potential, and new bank customers, focusing on delivering business results and developing lasting customer relationships with Bluestone. Interviews customers and obtains and compiles necessary documentation and financial information to process all types of requests, including deposit and loan accounts, debit cards, and cash management services. Discusses customer and prospect needs, problems, or complaints with immediate manager and recommends resolution as appropriate. Maintains a list of potential prospects, referrals and active and viable leads to develop new business and expand current client base. Upon development of business leads, arranges meetings between customers or prospective customers and appropriate bank personnel, with a focus on maximizing customer and bank employee time and focus. Maintains and continuously expands the knowledge base of competitor activity within the market area through site visits, literature reviews, social media reviews, and networking; prepares reporting of these activities to Bluestone's management team, as requested. Routinely provides input and recommendations to immediate manager about relevant developments that may impact Bluestone. Makes recommendations and participates in disseminating certain marketing programs for Bluestone's products and lending services. Represents Bluestone at various civic and community functions and events to develop new business, increase deposits, and to enhance Bluestone's image in the community; promotes a favorable image of the Bank in all business activities within the community. Other duties as assigned. The pay range for this position is $80,000 to $100,000 per year and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. This position will require travel to and from customer sites. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements: Bachelor's Degree in business management, or equivalent combination of education and experience. Successful relationship-driven business professional with 5+ years in client-facing service, and sales positions. Strong customer service orientation that includes knowing your audience, making recommendations for effective problem resolution, and having a high level of enthusiasm and creativity. Formal sales training a plus. Experience in a financial institution or loan office a plus. A strong desire to help others succeed. Proven written and verbal communication, and organizational skills. Good research skills. Ability and willingness to work as part of a team. Compensation details: 00 Yearly Salary PI65bfc8b7a5-
Bluestone Bank Description: Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. The Premier Banking Officer position is a hands-on role, responsible for generating new business opportunities with a focus on gathering new deposits, adding new customers, and identifying, developing, and generating new small business deposit, and revenue opportunities. This will include the origination of deposit accounts, Treasury Management/Cash Management solutions, and other ancillary bank products (as determined), across Retail and Commercial lines of business. This role is responsible for delivering bottom-line results by developing and executing effective sales plans and tactics and conducting results-driven business development activities. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Accountable to achieve individual sales goals for gathering deposits, creating revenue, and cross-selling Bluestone products and services to existing and new customers. Actively prospects, solicits and meets with potential Clients, identifies business opportunities, conducts need's assessments, and partners with internal product teams to structure appropriate banking solutions. Assists in the preparation and execution of relationship presentations and supports Cash Management solutions within establish bank policy. Plans for and conducts retention and business development calls for existing, potential, and new bank customers, focusing on delivering business results and developing lasting customer relationships with Bluestone. Interviews customers and obtains and compiles necessary documentation and financial information to process all types of requests, including deposit and loan accounts, debit cards, and cash management services. Discusses customer and prospect needs, problems, or complaints with immediate manager and recommends resolution as appropriate. Maintains a list of potential prospects, referrals and active and viable leads to develop new business and expand current client base. Upon development of business leads, arranges meetings between customers or prospective customers and appropriate bank personnel, with a focus on maximizing customer and bank employee time and focus. Maintains and continuously expands the knowledge base of competitor activity within the market area through site visits, literature reviews, social media reviews, and networking; prepares reporting of these activities to Bluestone's management team, as requested. Routinely provides input and recommendations to immediate manager about relevant developments that may impact Bluestone. Makes recommendations and participates in disseminating certain marketing programs for Bluestone's products and lending services. Represents Bluestone at various civic and community functions and events to develop new business, increase deposits, and to enhance Bluestone's image in the community; promotes a favorable image of the Bank in all business activities within the community. Other duties as assigned. The pay range for this position is $80,000 to $100,000 per year and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. This position will require travel to and from customer sites. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements: Bachelor's Degree in business management, or equivalent combination of education and experience. Successful relationship-driven business professional with 5+ years in client-facing service, and sales positions. Strong customer service orientation that includes knowing your audience, making recommendations for effective problem resolution, and having a high level of enthusiasm and creativity. Formal sales training a plus. Experience in a financial institution or loan office a plus. A strong desire to help others succeed. Proven written and verbal communication, and organizational skills. Good research skills. Ability and willingness to work as part of a team. Compensation details: 00 Yearly Salary PI65bfc8b7a5-
Peoples Bank
Rock Valley, Iowa
The Customer Service Representative position is responsible for demonstrating excellent customer service in accordance with the bank's core values. Greet and assist customers in a friendly and timely manner via telephone, email and in person. Handle daily transactions such as checking and savings deposits, withdrawals, payments, advances, purchases, balancing, etc., while ensuring a positive interaction with customers. Have a working knowledge of bank products and services and cross sell when appropriate. The CSR is responsible for understanding the daily routines of the department and assists the Lead CSR or other management with duties as needed. Maintain a complete understanding of regulatory and compliance policies and procedures. Must be able to work flexible hours and days & responsible for fulfillment of all job accountabilities. In addition, the CSR will assist the customer in financial planning. This may include opening new deposit accounts such checking, savings, CDs, IRAs, safe deposit boxes as well as many other additional products such as debit cards, online banking, mobile banking, e-statements, direct deposit, etc. Customer Service: 50% • Develop and demonstrate a working knowledge of the Vertex, Synergy and Silverlake system for correct processing of transactions. • Perform paying and receiving functions for customers. This will include taking deposits, withdrawals, and transfers from customers. Additionally, the CSR may sell prepaid Access cards, gift cards, bank money orders and help customers with additional related services. • Provide a high level of customer service. This includes understanding customer needs as well as understanding the bank products and services offered. Go above and beyond what the customer expects. • Support customers with maintenance questions concerning their accounts. This will include address changes, check orders, help with reconciling checkbooks and the like. • Support customers with additional services such as online banking, bill pay, mobile banking, e-statements, etc., • Process night deposits including recording items and certifying currency. • Follow procedures for allowing access to safe deposit boxes. Cash Handling: 25% • Must keep cash drawer within assigned drawer limits. • Ensure that the assigned cash balances on a daily basis and is kept secure at all times. • Assist with vault, day vault and coin vault transactions and balancing. • Assist with daily and weekly ATM functions and balancing. Business Development: 20% • Support the overall location sales effort. Direct sales goals may be established by management for such items as ATM cards, direct deposit, online banking, or referrals for other bank products. • Participate as part of various retail product campaigns the bank initiates. • Know and understand other products and services the bank offers. In that capacity, this person will refer customers to the appropriate department in the bank for service. This may include deposit products, loans, WMG, private banking and the like. • Understand and comply with the related laws and compliance regulations that pertain such as but not limited to BSA, Privacy, Funds Availability Policy, etc. • Complete required educational opportunities in a timely manner and attend all necessary meetings and educational opportunities as recommended. • Open and Close the location following bank procedures. Other: 5% • As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities. Competencies Adaptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Consider themselves as part of a larger bank team and helps build teamwork. Customer Orientation: Recognize and respond sensitively to the overall financial needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Take ownership of customer issues, placing priority on customer follow-up and striving for error free work. Mathematical Skills: Possess the ability to perform basic mathematical calculations. Those include the understanding of the relationships of numbers and how to perform basic calculations. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Projects a professional image in dress, manner, communication, and focus. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Sales Skills: The potential to understand and effectively apply selling techniques to open, develop and close a sale; must be able to create interest in a product and actively cross-sell other products and services. Participate in bank sales campaigns and promotions. Time and Work Management: Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Willingness to travel to other locations for support or training opportunities. Education and Special Requirements: • Prefer a high school degree or equivalent along with one to two years of work-related experience. • This job requires skills needed in a typical office environment. This includes computer skills and a working knowledge of Word and Excel, must be able to type, use of ten key, communications skills, and utilization of typical office equipment. • Must have the ability to lift up to 20 pounds. • Internal Education: BAI: All Staff, CSRs PIb58c2fe3bc17-2242
The Customer Service Representative position is responsible for demonstrating excellent customer service in accordance with the bank's core values. Greet and assist customers in a friendly and timely manner via telephone, email and in person. Handle daily transactions such as checking and savings deposits, withdrawals, payments, advances, purchases, balancing, etc., while ensuring a positive interaction with customers. Have a working knowledge of bank products and services and cross sell when appropriate. The CSR is responsible for understanding the daily routines of the department and assists the Lead CSR or other management with duties as needed. Maintain a complete understanding of regulatory and compliance policies and procedures. Must be able to work flexible hours and days & responsible for fulfillment of all job accountabilities. In addition, the CSR will assist the customer in financial planning. This may include opening new deposit accounts such checking, savings, CDs, IRAs, safe deposit boxes as well as many other additional products such as debit cards, online banking, mobile banking, e-statements, direct deposit, etc. Customer Service: 50% • Develop and demonstrate a working knowledge of the Vertex, Synergy and Silverlake system for correct processing of transactions. • Perform paying and receiving functions for customers. This will include taking deposits, withdrawals, and transfers from customers. Additionally, the CSR may sell prepaid Access cards, gift cards, bank money orders and help customers with additional related services. • Provide a high level of customer service. This includes understanding customer needs as well as understanding the bank products and services offered. Go above and beyond what the customer expects. • Support customers with maintenance questions concerning their accounts. This will include address changes, check orders, help with reconciling checkbooks and the like. • Support customers with additional services such as online banking, bill pay, mobile banking, e-statements, etc., • Process night deposits including recording items and certifying currency. • Follow procedures for allowing access to safe deposit boxes. Cash Handling: 25% • Must keep cash drawer within assigned drawer limits. • Ensure that the assigned cash balances on a daily basis and is kept secure at all times. • Assist with vault, day vault and coin vault transactions and balancing. • Assist with daily and weekly ATM functions and balancing. Business Development: 20% • Support the overall location sales effort. Direct sales goals may be established by management for such items as ATM cards, direct deposit, online banking, or referrals for other bank products. • Participate as part of various retail product campaigns the bank initiates. • Know and understand other products and services the bank offers. In that capacity, this person will refer customers to the appropriate department in the bank for service. This may include deposit products, loans, WMG, private banking and the like. • Understand and comply with the related laws and compliance regulations that pertain such as but not limited to BSA, Privacy, Funds Availability Policy, etc. • Complete required educational opportunities in a timely manner and attend all necessary meetings and educational opportunities as recommended. • Open and Close the location following bank procedures. Other: 5% • As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities. Competencies Adaptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Consider themselves as part of a larger bank team and helps build teamwork. Customer Orientation: Recognize and respond sensitively to the overall financial needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Take ownership of customer issues, placing priority on customer follow-up and striving for error free work. Mathematical Skills: Possess the ability to perform basic mathematical calculations. Those include the understanding of the relationships of numbers and how to perform basic calculations. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Projects a professional image in dress, manner, communication, and focus. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Sales Skills: The potential to understand and effectively apply selling techniques to open, develop and close a sale; must be able to create interest in a product and actively cross-sell other products and services. Participate in bank sales campaigns and promotions. Time and Work Management: Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Willingness to travel to other locations for support or training opportunities. Education and Special Requirements: • Prefer a high school degree or equivalent along with one to two years of work-related experience. • This job requires skills needed in a typical office environment. This includes computer skills and a working knowledge of Word and Excel, must be able to type, use of ten key, communications skills, and utilization of typical office equipment. • Must have the ability to lift up to 20 pounds. • Internal Education: BAI: All Staff, CSRs PIb58c2fe3bc17-2242