Overview

Serves the public and promotes good customer relations. Conducts a variety of activities related to retirement accounts in conformance with established Bank policies, procedures and objectives. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers.

Responsibilities

Provides counsel and assistance to customers and serves as a technical resource to the Bank staff.
Processes daily retirement activity. Ensures accuracy and completeness of documentation. Maintains files and prepares periodic reports.
Notifies customers relative to distribution requirements. Reviews options, verifies that legal requirements are satisfied and processes distribution, rollover and transfer requests.
Responds to inquiries from customers and other Bank personnel. Researches and resolves questions within scope of authority and expertise. Refers more complex problems to supervisor.
Maintains proficiency in retirement plan rules and regulations. Attends relevant courses and seminars.
Refers sales opportunities to other departments or bank affiliates in support of established objective.
Ensures full compliance with the Bank’s Information Security Policies and Procedures.
Performs all duties in accordance with prescribed guidelines.
Performs related and unrelated duties as may be required.

Requirements

High School diploma or equivalent plus specialized course work in retirement products.
At least one year customer service or retirement planning position.
Must be detail oriented and demonstrate effective customer service skills and telephone techniques.
Must be able to perform basic math procedures.
Thorough understanding of retirement and related financial products rules and regulations.
Must possess at least intermediate technology skills, including knowledge of word processing, database and spreadsheet applications.
Must be able to work extended and weekend hours.

Expected Pay Range

The expected annual pay range for this role is $41,097 to $62,682. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.

EEO Statement

Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities

Middlesex is a $6 Billion mutual bank whose roots date back to 1835. We were founded for a specific purpose—to take care of residents of modest means whose needs were not being met by other financial institutions. Inherent in that mission was a commitment to serving the entire community with products and services that were fair and treating every member of the areas we served with respect. More than 185 years later, we haven’t wavered from those principles. That means providing the very latest in banking technology and traditional branch convenience at prices that people can afford. It means a commitment to extraordinary service such as a locally-based call center where people know you by name. And it means savings rates that are consistently higher than the average, week after week. It also means a powerful commitment to the business community, both locally and throughout the larger markets we serve. In fact, Middlesex is right there standing behind some of the most successful businesses, from the Main Street shops that add character and diversity to the towns we serve, to sophisticated companies in manufacturing, health care, real estate and professional and general services throughout Massachusetts and the other New England states. Whether we’re lending money or providing bank products, our goal is the same, to help our business customers be successful, now and for the long-term. Most of all, Middlesex is about people. Almost 600 talented individuals help Middlesex to be a different kind of place, a place where there is a respect for work-life balance and where the extraordinary work that our people do in the community is celebrated and recognized. Our mission lives on. Member FDIC, Equal Housing Lender, and NMLS #440578

Retirement Plans Specialist