Universal Banker I

About Lowell Five

With nearly $1.7 billion in assets, over 200 employees, and 15 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five plays a vital role in the economic vitality of the region. We support and engage in numerous community leadership roles and are committed to finding new talent. We offer career development and educational programs to support personal and professional growth, along with a comprehensive benefits package.

Responsibilities

• Process customer transactions and payments within the lobby or drive-thru, including deposits, withdrawals, loan payments, check cashing, money orders, bank checks, and bonds. Ensure confidential customer information is securely stored.
• Maintain necessary supplies and cash, balance cash drawer and transactions at the end of the working day.
• Assist in balancing the main vault and ATM as needed.
• Deepen knowledge of account types, products, and services to advise and answer customer questions; handle most inquiries independently.
• Open new accounts for existing customers.
• Assist customers with safe deposit box access (in applicable branches) while adhering to procedures and guidelines.
• Provide excellent customer service, resolve problems or complaints in a timely manner, and escalate to branch management as needed.
• Assist with branch quality control and scanning.
• Provide digital technical support for customers.
• Educate customers about bank products and services to meet their needs; recognize and act on referral or sales opportunities.
• Meet individual goals for customer retention and deposit relationship growth.
• Utilize CRM (Salesforce) as requested by the branch team.
• Strive to maintain an inclusive team environment.
• Learn and maintain knowledge of bank products and services.
• Assist in the training of new staff as appropriate.

Requirements

• High school diploma or equivalent preferred.
• Previous cash handling and customer service experience in a retail environment preferred.
• Customer-focused with the ability to build and maintain relationships.
• Strong oral communication skills; ability to be concise, clear, and consistent.
• Highly detail-oriented with excellent organizational skills.
• Ability to solve problems and provide solutions to customer issues.
• Ability to multi-task and adapt to change.
• Knowledge of Microsoft Office Suite and basic computer skills.
• Flexibility in work schedule and, at times, location.
• May require the ability to occasionally lift office products and supplies weighing up to approximately 25 pounds.