Universal Banker II

Salem Five Bank · South Hamilton, MA · 2 days ago

On-siteAdministrative$45k–$60k/yrFull-time

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 has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside.

Responsibilities

Job duties and responsibilities include, but are not limited to the following:

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, making educated product and service recommendations, and providing financial solutions that meet the customer’s needs.
Business Acumen and Technical Knowledge: Have a good understanding of the business of banking, quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank, and demonstrate a high level of proficiency with Salem Five’s digital technology offerings.
Banking Operations: Able to quickly learn and adhere to all policies and procedure 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.

Requirements

High school diploma, or equivalent required. Two years’ experience in a retail or banking environment required, supervisory experience preferred. This position is eligible to be a ‘key-holder’ and when designated as such, is entrusted as a member of the branch’s management team, opening/closing the branch as schedules dictate.

Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing. Individual NMLS IDs renew annually.

Qualifications

Proven success in delivering a superior experience in a customer-centric environment. Must have / develop a full working knowledge of both the traditional ‘sales’ and ‘teller’ functions and routinely perform both.

Skills

Proficient with mobile smart phones and downloading applications, including 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.

Benefits

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

Salary Range: $45,000 - $60,000 plus incentives. The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance.

Schedule

This position may require working varying schedules, including evenings and weekends, as well as participating in team meetings and divisional campaigns.