5 jobs found in Walpole, MA

POSITION SUMMARY : At Windsor Federal Bank, the Residential & Consumer Mortgage Loan Originator serves as a trusted advisor and lending expert, guiding clients through the stages of the mortgage and consumer loan process—from initial inquiry to successful closing. This role is pivotal in helping individuals and families realize their homeownership and borrowing goals by providing tailored advice, timely communication, and exceptional customer care throughout the pre-approval, application, and closing phases. This position is responsible for developing and maintaining strong relationships with a wide range of referral sources—including real estate agents, attorneys, financial advisors, and internal partners—to generate new business and meet both individual and organizational lending goals. The Loan Originator also represents Windsor Federal Bank in the community by participating in outreach efforts and financial education initiatives. ESSENTIAL FUNCTIONS : Originate...

POSITION SUMMARY: The Personal Banker serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers. The Personal Banker performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer. The Personal Banker is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank’s products and services.  ESSENTIAL FUNCTIONS : Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis. Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and...

POSITION SUMMARY: The Float Personal Banker serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers at multiple Branch locations. This position “floats” between various branches, as needed, supporting Branch teams by covering absences, peak hours or staffing shortages. The Float Personal Banker performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer within the entire Windsor Federal Bank footprint. The Float Personal Banker is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the bank’s products and services.  ESSENTIAL FUNCTIONS : Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions...

POSITION SUMMARY: The Retail Bank Trainer & Quality Assurance Specialist is responsible for developing and delivering training programs for retail staff and coordinating relative training for other staff as needed, ensuring compliance with regulatory requirements and maintaining high standards of operational accuracy. This role combines instructional expertise with quality assurance to enhance employee performance, customer experience, and operational integrity. ESSENTIAL FUNCTIONS : Training & Development Design, develop, and deliver training programs for retail new hires and existing staff on retail banking products, services, sales, systems, policies, and procedures. Create engaging learning materials, including manuals, e-learning modules, and job aids. Conduct classroom and virtual training sessions, ensuring alignment with organizational goals and compliance standards. Develops and delivers financial wellness programs designed to improve...

POSITION SUMMARY: Responsible for quality control review activities for the Bank’s loan portfolio. The Loan Servicing Quality Control Specialist will assist in creating and maintaining QC requirements related to loan operations. This will include validating system reports, follow-up for missing or inaccurate information, and performing other duties pertaining to the loans held, serviced, originated, or sold by the Bank. In addition, this candidate will monitor and review all necessary quality control tasks to ensure they are performed in compliance with Bank policies and procedures. The desired candidate will have a very strong attention to detail with the ability to quickly resolve any issues to mitigate both monetary and reputational risk. ESSENTIAL FUNCTIONS : Performs reviews related to reports and/or loans in accordance with the department’s procedures to ensure customer and bank expectations are met. Maintains existing procedures/processes and coordinates...