Universal Banker

Leader Bank; Belmont (MA); On-site; USD 49,000 - 61,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Paid holidays and paid time off

Job summary

Leader Bank in Massachusetts is seeking dedicated individuals to join our growing team in Belmont. We are committed to exceptional client service, competitive compensation, and a healthy work-life balance.

This role involves opening accounts, processing deposits, and delivering accurate, friendly service in a busy banking environment. The ideal candidate will have strong communication skills, the ability to manage multiple priorities, and a sales-oriented mindset.

Qualifications

• High school diploma or equivalent.
• Two years of retail banking or retail sales/service experience preferred.

Responsibilities

• Maintains understanding of all bank products and services.
• Delivers professional greeting and builds relationships to understand customer needs.
• Meets customer needs through problem solving and referrals to bank products.
• Handles banking transactions including account openings, deposits, IRAs, and payments.
• Performs teller duties and cash handling following policies.
• Ensures compliance with security and regulatory policies.

Skills

Strong interpersonal skills

Excellent verbal and written comms

Ability to handle multiple priorities

Sales and service oriented

Education

High school diploma

Tools

General PC knowledge

Banking applications experience

Job description

Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with more than $5 billion in assets, 450+ team members, 6 branch offices, and annual mortgage originations of over $2 billion.

Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.

Responsibilities

• Maintains a high level of understanding of all products and services provided by the Bank.
• Maintains a high level of service quality by acknowledging the customer’s presence through a professional greeting and developing an interpersonal relationship built upon an understanding of customer needs. Conveys to customers an eagerness/willingness to help.
• Meets customer needs through problem solving techniques as required.
• Sells and refers Bank products and services within the guidelines established by the Bank. Follows up with prospects by asking for their business. Maintains referral documentation and actively participates in sales promotions.
• Conducts business in a professional manner and maintains a neat and orderly work area.
• Establishes and maintains a good working relationship with all personnel.
• Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities.
• Performs all banking transactions, including opening accounts, checking & savings deposits, IRA’s, business retirement accounts, and various types of payments, in accordance with Bank policy.
• Performs as a teller including performing financial transaction with Bank customers and settlement procedures and balances cash drawer, as needed.
• Understands and adheres to security and compliance policies and procedures.
• Comply with all aspects of the Bank Secrecy Act responsibilities include accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (OFAC) checks,
• Performs any other duties as may be assigned from time to time by management.

Requirements

• High school diploma or equivalent.
• A minimum of two years retail banking experience or retail sales and service experience
• Strong interpersonal skills
• Excellent verbal and written communication skills
• General personal computer knowledge, prior experience banking applications preferred
• Ability to handle multiple priorities and poses a strong attention to detail
• Sales and service oriented personality
• Must be available to work Saturdays and evenings on a rotating basis
• This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

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.
• While performing the duties of this job, the employee is regularly required to talk/hear (e.g., communicate or express oneself while exchanging information). This is largely a sedentary role; however, some filing is required. This would require the ability to lift files at least 25 pounds, open filing cabinets, bend or stand on a stool as necessary.

The base salary range below represents the low and high end of the Leader Bank salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.

Salary Minimum: 49,140.54 - Salary Max: 61,425.42

The range listed is just one component of Leader Bank’s total compensation package for team members. Other rewards may include annual bonuses, commissions, short- and long-term incentives, and program-specific awards. In addition, Leader Bank provides a variety of benefits to eligible team members, including health insurance coverage, a team member wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off and vacation.

Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.

Leader Bank, N.A. is an Equal Opportunity and Affidaction Employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.

Leader Bank is an E-Verify® participant.* For more information, click on the links below:

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• E-Verify® is a registered trademark of U.S. Department of Homeland Security