Universal Banker II

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.
• Proficient with mobile smart phones and downloading applications.
• Includes the basics of texting, email, and application management.
• Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook).
• Proficient using the Internet (mobile and desktop) to search for and locate information.
• Eager to embrace new and emerging technologies.

BANKING OPERATIONS

• Able to quickly learn and adhere to all policies and procedures related to branch operations to include, but not be limited to, 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.
• Must have / 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.
• Two years’ experience in a retail or banking environment required, supervisory experience preferred.

BENEFITS/INCENTIVES

• We offer a comprehensive benefits package designed to support your well-being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement.
• You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.

PAY RANGE

Salary Range: $45,000 - $60,000 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.