Job summary
Job post source
This job is directly from Middlesex Savings Bank as indicated by the explicit statement rejecting unsolicited resumes from search firms.
Job overview
The Retirement Plans Specialist at Middlesex Savings Bank serves customers by managing retirement accounts and providing technical support to bank staff, ensuring compliance and high service standards.
Responsibilities and impact
The role involves counseling customers, processing retirement activities, maintaining documentation, responding to inquiries, ensuring compliance with regulations, and supporting sales opportunities within the bank.
Experience and skills
Requires a high school diploma or equivalent with specialized retirement product coursework, at least one year of customer service or retirement planning experience, detail orientation, customer service skills, basic math ability, knowledge of retirement rules, and intermediate technology skills.
Company information
Middlesex Savings Bank is an equal opportunity employer committed to compliance and customer service excellence.
Company overview
Middlesex Savings Bank is a community-focused financial institution headquartered in Natick, Massachusetts. Established in 1835, it offers a range of personal and business banking services, including checking and savings accounts, loans, mortgages, and investment services. The bank generates revenue primarily through interest on loans and fees for various banking services. With a strong emphasis on local engagement, Middlesex Savings Bank is known for its commitment to community development and customer service, making it a reputable and stable employer in the region.
How to land this job
Tailor your resume to emphasize your experience in customer service and knowledge of retirement products, highlighting your ability to counsel customers and process retirement account activities accurately and efficiently.
Focus on showcasing your attention to detail, proficiency with technology such as word processing, databases, and spreadsheets, and your understanding of retirement plan rules and regulations, as these are critical for the role.
Apply through multiple platforms including Middlesex Savings Bank’s official career page and LinkedIn to maximize your application’s visibility and chances of being noticed.
Connect on LinkedIn with employees in the retirement services or customer relations divisions at Middlesex Savings Bank; open conversations by referencing recent bank initiatives or asking about their experiences working with retirement plans to break the ice.
Optimize your resume for ATS by incorporating keywords from the job description such as 'retirement plans,' 'customer service,' 'compliance,' 'documentation accuracy,' and 'retirement product regulations' to ensure it passes automated screenings.
Leverage Jennie Johnson’s Power Apply feature to automate the application process across multiple sites, tailor your resume for ATS compatibility, and identify key LinkedIn contacts for networking, allowing you to focus your time on interview preparation and skill enhancement.
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