PT Universal Banker II - Float

Salem Five; Salem (MA); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player in financial services is seeking motivated individuals to join their team. This role focuses on achieving sales goals, ensuring high-quality service, and maintaining operational integrity in a dynamic banking environment. With over 160 years of history, the company is deeply committed to community support and employee success. If you are passionate about helping customers and thrive in a collaborative setting, this opportunity could be the perfect fit for you. Join a team that values your contributions and offers a rewarding career path in banking.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Flexible Spending Account

Health Savings Account

401k Matching

Tuition Reimbursement

Employee Referral Program

Summer Family Outing

Annual Holiday Reception

Qualifications

• Undergraduate degree and retail sales experience required.
• 2-3 years in retail banking preferred but not required.

Responsibilities

• Achieve store goals and participate in sales programs.
• Ensure service quality and operational integrity.
• Supervise Universal Banker I’s in the absence of the store manager.

Skills

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Sales Skills

Customer Service Skills

Mobile Application Proficiency

MS Office Proficiency

Education

Undergraduate Degree

Retail Banking Experience

Tools

MS Office (Excel, Word, Exchange)

Mobile Smart Phones

Internet Browsing

Job description

Main Office
210 Essex St
Salem, MA 01970, USA

Salem Five is a growing regional financial services organization with a rich history of over 160 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. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to the following:

ENSURE ASSIGNED STORE GOALS ARE ACHIEVED:
• Participates in the company’s sales program on the Teller line and Platform. Utilizes the sales process to identify customers’ and prospects’ product and service needs.
• Makes financial suggestions or refers leads to other business units such as SFIS, SFBI, Mortgages and HELOC.
• Accounts for sales activity and sales goals.
• Addresses customer questions/issues.
• Tracks all customer contact for follow-up.
• Demonstrates alternative delivery options for customers.

ENSURE SERVICE QUALITY:
• Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management.
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange).
• Proficient utilizing the Internet (mobile and desktop) to search and locate information.
• Services customer needs on the platform; opens and closes accounts including Consumer Loans and Business Services.

ENSURE OPERATIONAL INTEGRITY:
• Complies with procedures for security, audit, check cashing guidelines, government regulations and Bank policy and procedures.
• Provides supervision, guidance and work assignments to Universal Banker I’s in the absence of the store manager.
• Processes all Teller transactions as well as complex operational or customer requests.
• Responsible for Cash control, ATM and Branch settlement.
• Opens and Closes Store.

EDUCATION AN/OR EXPERIENCE
Undergraduate and/or relevant retail sales experience; sales experience and demonstrated results; self motivated; excellent interpersonal, communication and problem solving abilities all required. Previous supervisory/management experience highly desired. 2 to 3 years in retail banking preferred, not required.

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.

Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more.

Salary Range: Competitive Base plus incentive.

Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you.

Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970.