Universal Banker I
JOB DUTIES AND RESPONSIBILITIES
- Identify sales opportunities, deepen existing relationships, and grow market share.
- 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 including 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
- 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 of same.
- Providing financial solutions that meet the customer’s needs.
BUSINESS ACUMEN AND TECHNICAL KNOWLEDGE
- A good understanding of the business of banking to include income and expense streams and portfolio of products and services.
- Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank.
- Demonstrate the ability to build relationships and alliances with customers and colleagues.
- Able to demonstrate a high level of proficiency with Salem Five’s digital technology offerings.
- Eager to embrace new and emerging technologies.
BANKING OPERATIONS
- 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.
- Develop a full working knowledge of both the traditional ‘sales’ and ‘teller’ functions and routinely perform both.
EDUCATION AND/OR EXPERIENCE
- High school diploma, or equivalent required.
- Some experience in a retail environment preferred, but not required.
- Desire to develop skills in the banking industry and display qualities and attributes necessary to deliver a superior customer experience.
BENEFITS/INCENTIVES
- Comprehensive benefits package including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement.
- Additional perks such as employee referral program, annual holiday reception, summer family outing, and more.
PAY RANGE
$40,000 - $50,000 plus incentives
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.