Universal Banker II - Float

Salem Five Bank; Salem (MA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Tuition reimbursement

Employee referral program

Annual holiday reception

Summer family outing

Job summary

Salem Five Bank is seeking a sales-oriented banking professional to identify opportunities, deepen customer relationships, and grow market share within the communities we serve. You will collaborate with branch leadership to cross-sell loans, merchant services, insurance, and investment products, while maintaining a strong focus on customer satisfaction.

The role requires a high school diploma and at least two years in retail or banking.

Qualifications

• Two years’ experience in a retail or banking environment is required.
• Proven ability to identify sales opportunities and deepen customer relationships.
• Excellent customer service and communication skills.

Responsibilities

• Identify sales opportunities, deepen existing relationships, and grow market share.
• Collaborate with branch management to cross-sell products and services.
• Engage in defined sales activities, record customer contact in the Bank’s system.
• Participate in team meetings and contribute to branch sales goals.
• Build personal connections with customers and understand banking products.

Skills

Sales experience

Customer service

Cross-sell

MS Office

Tools

MS Office

Internet search

Job description

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. 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.

JOB DUTIES AND RESPONSIBILITIES

include, but are not limited to the following:

• 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.
• Making a personal connection with every customer.
• Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services.
• Demonstrate the ability to build relationships and alliances with customers and colleagues.
• 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.

Education and/or Experience

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. In the absence of a Manager and/or Assistant Manager, serves as the ‘manager on duty.’ In a management capacity, uses sound judgement and makes policy decisions as necessary. Participates in the interview, hiring, and development of junior branch staff positions and serves as a trainer and coach for same. Proven success in delivering a superior experience in a customer‑centric environment.

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.

Salary Range:

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. This range may be modified in the future.

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.

No unsolicited resumes accepted from agencies.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.