Part-Time - Universal Banker I

About the role

Salem Five is a growing regional financial services organization with a rich history of over 170 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five operates more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, with strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization, and a Mortgage Company that has provided homeownership to generations of families. The bank is committed to supporting the communities it serves through donations via its Charitable Foundation and branch‑level events, and to the businesses and organizations that help the region thrive.

Responsibilities

• Business Development: Identify sales opportunities, deepen existing relationships, and grow Salem Five’s market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services. Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow‑up, outbound calling, and recording each point of customer contact in the Bank’s system of record. Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes.
• Customer Experience: Deliver an exceptional customer experience every time by making a personal connection with every customer, uncovering their financial needs through meaningful discussion and exploration, making educated product and service recommendations based on expert knowledge, providing financial solutions that meet the customer’s needs, and following up to ensure satisfaction.
• Business Acumen and Technical Knowledge: Have a good understanding of the business of banking including income and expense streams and portfolio of products and services; quickly learn all functionalities and related benefits of the Bank’s offerings; demonstrate the ability to build relationships and alliances with customers and colleagues; be flexible and willing to adapt to change; demonstrate a high level of proficiency with Salem Five’s digital technology offerings; be proficient with mobile smart phones and downloading applications (texting, email, app management); be proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook); be proficient using the Internet (mobile and desktop) to search for and locate information; be eager to embrace new and emerging technologies.
• Banking Operations: Able to quickly learn and adhere to all policies and procedures related to branch operations including check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. As all Salem Five retail positions require ‘universal’ branch banking skills, must have/develop a full working knowledge of both traditional ‘sales’ and ‘teller’ functions and routinely perform both.

Requirements

• High school diploma, or equivalent required.
• Some experience in a retail environment preferred, but not required.
• Has or