Private Banker

It’s an exciting time to be at Peoples Powered by Hanscom!

As a member of our Relationship Banking Department, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.

• Members-first – our members are our top priority. We make business decisions with our members at the top of mind.
• Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy.
• Teamwork – we are in this together and we all benefit from our success.
• Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
• Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.

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Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.

• A full-time, permanent position that will reward you through either an incentive or bonus program.
• Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
• A flexible hybrid work schedule environment.
• We are committed to fostering career growth and development – when you join our organization it’s not just a job.
• We look to develop your skills aligned to our business needs and help you progress in your career.

You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.

• Proactive outreach and engagement with our members (banks call them customers) to present our products and services as solutions to financial life cycle needs.
• Conduct business reviews to ensure members are satisfied with their products and services.
• Well versed in sophisticated financial services, products and services.
• Meet established sales goals related to deposit, lending, and investment products.
• Always provide remarkable member service and maintain Peoples Powered by Hanscom’s image in the community.
• Actively support and participate in the outside business development, and community events.
• Provide solutions for complex financial needs.
• Responsible for maintaining working knowledge of Peoples Powered by Hanscom products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products.
• Resolve member's financial problems, questions, or concerns within credit union guidelines.
• Ensure compliance with all applicable regulations and credit union policies and procedures.
• Continually strengthen knowledge and capabilities within financial services and stay current with completive trends.
• Maintain Confidentiality of all members and credit union information and data.
• Take on additional tasks and projects.

• Willing to obtain FINRA Series 6 and 63 Securities License;
  Life/Health Insurance licenses required;
  Series 7 and 65 or 66 and preferred.
• 5 to 7 years’ experience in branch banking. Preferably in a business development or branch management role previously.
• Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills.
• Ability to establish and maintain effective working relationships at the senior management level and across all levels of the…