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Optima Bank

Private Banker/Universal Banker (Pease)

Retail – Portsmouth, New Hampshire
Department Retail
Employment Type Full-time
Minimum Experience Mid-level

Our Private Bankers are responsible for building, maintaining, and deepening relationships with consumer and business customers by providing exceptional customer service and recommending appropriate solutions for our customer needs.  This includes, but is not limited to, processing transactions, placing customers in appropriate account and loan products, cross-selling other bank services and referring customers to other departments as appropriate.

  • Perform teller transactions including deposits, withdrawals and payments.

  • Maintain responsibility for cash drawer and follow proper balancing procedures.

  • Open new accounts for consumer and business customers.

  • Serve as the key contact and advocate to gain, build and maintain customer relationships.

  • Strong communication skills and interpersonal skills, with the ability to interact with customers and build rapport.

  • Excellent follow -through skills

  • Perform tasks accurately and efficiently.

  • Maintain knowledge of products, fees and policies.

  • Demonstrate compliance with all bank regulations that apply to your position.

  • Strong technological skills with the ability to quickly learn and adapt to new systems and digital platform

  • Perform additional duties as assigned.


  • High School Diploma required

  • Prior banking experience preferred

  • Cash handling experience

  • Prior experience with customer service and direct customer interaction

  • Possess problem solving, listening and multitasking skills

  • Must be self-motivated, confident, detail oriented and able to work as part of a team.

Optima Bank & Trust offers competitive salary and a generous benefits package including; health, dental, life, disability, 401K, paid time off, an employee assistance program and paid holidays.

We invite you to find out just how different employment can be when you work at Optima Bank & Trust.

Optima Bank & Trust does not discriminate against any applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability, sexual orientation, Veteran's status or national origin.

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  • Location
    Portsmouth, New Hampshire
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