Optima Bank logo

Optima Bank

Private Banker/Universal Banker (Pease)

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

Optima Bank & Trust, a locally owned, full-service bank with branches in Portsmouth, North Hampton, Stratham, Pease Tradeport, Bedford and Dover, is hiring a Private Banker for our Pease Tradeport branch. 

We are an award-winning, fast-paced entrepreneurial company. At Optima Bank & Trust you’ll find a culture that promotes individual growth and teamwork while keeping focused on how to best serve our customers.

The Private Banker’s primary responsibility is to handle the day-to-day needs of clients and prospective clients with respect to bank teller functions and bank platform functions.  The focus is on personal service and relationship banking, which is essential to the bank meeting its goals.  They will also support management in handling the day to day sales, service and operations within the office.

Job Duties 

  1. Performs teller and platform functions including making deposits and withdrawals from client accounts, processing night drop and bank-by-mail transactions, balancing the ATM, opening new commercial and consumer accounts, making qualified referrals to other departments of the bank, processing consumer loan applications and performing consumer loan closings.

  2. Adheres to all standards to ensure efficient operation of the office, including compliance, security, the customer identification program, confidentiality and all other bank policies and procedures.

  3. Assists management with business development activities to meet bank goals in an effort to promote deposit and loan growth as well as increase geographic market share.

  4. Represents the bank in community reinvestment activities and organizations.

  5. Delivers a high level of customer service as outlined by our customer service standards.  Exhibits professional and courteous demeanor both in person and on the phone along with a professional appearance both in person and at his/her work space.  Provides quick and responsive service.  Provides quality service by being well informed and responsive.

Essential Skills 

Requires the ability to maintain physical condition and stamina in conjunction with assigned duties and responsibilities, which may include sitting and standing for extended periods of time, operating office equipment and other duties as assigned.


This individual should possess analytical skills, strong client service skills, strong bank product knowledge, strong business development and cross-selling skills.  Consumer lending and commercial lending experience are a plus along with at least two years of banking experience.  Physical requirements include the ability for sitting and standing for long periods of time as well the ability to conduct computer work.  If responsible for mortgage origination registration with the National Mortgage License System (NMLS) is required.

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.

Thank You
Your application was submitted successfully.
Apply for this Job
  • Location
    Portsmouth, New Hampshire
  • Department
  • Employment Type
  • Minimum Experience
  • Powered by