Universal Banker

About the role

Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with more than $5 billion in assets, 450+ team members, 6 branch offices, and annual mortgage originations of over $2 billion. Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.

Responsibilities

• Maintains a high level of understanding of all products and services provided by the Bank.
• Maintains a high level of service quality by acknowledging the customer’s presence through a professional greeting and developing an interpersonal relationship built upon an understanding of customer needs.
• Conveys to customers an eagerness/willingness to help.
• Meets customer needs through problem solving techniques as required.
• Sells and refers Bank products and services within the guidelines established by the Bank. Follows up with prospects by asking for their business. Maintains referral documentation and actively participates in sales promotions.
• Conducts business in a professional manner and maintains a neat and orderly work area.
• Establishes and maintains a good working relationship with all personnel.
• Participates in community projects and organizations as requested.
• Demonstrates a willingness to accept added duties and responsibilities.
• Performs all banking transactions, including opening accounts, checking & savings deposits, IRA’s, business retirement accounts, and various types of payments, in accordance with Bank policy.
• Performs as a teller including performing financial transaction with Bank customers and settlement procedures and balances cash drawer, as needed.