Universal Banker III

Salem Five Bank; Massachusetts; On-site; USD 38,000 - 59,000; Full time

Job summary

Salem Five Bank is seeking a Universal Banker III to enhance customer experiences and drive sales growth in their expanding financial services organization. This role involves developing business relationships, delivering exceptional service, and collaborating in a team-oriented environment, with comprehensive training and support offered. A commitment to community engagement is crucial, along with relevant retail banking experience.

Benefits

Health Insurance

Dental

Vision

401k Matching

Tuition Reimbursement

Qualifications

• 3-5 years experience in retail or banking environment.
• Supervisory or management experience required.
• Must have ‘universal’ branch banking skills.

Responsibilities

• Identify sales opportunities and deepen relationships.
• Deliver exceptional customer experience.
• Learn and adhere to policies and procedures related to branch operations.

Skills

Customer Experience

Business Development

Technical Knowledge

Education

High school diploma or equivalent

Tools

MS Office

Job description

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Sr. Vice President, Sr. Strategic Business Partner at Salem Five Bank

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.

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 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.
• Following up to ensure satisfaction.

Business Acumen and Technical Knowledge

• Have 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.
• Proficient with mobile smart phones and downloading applications. This 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.

Banking Operations

• Able to quickly learn and adhere to all policies and procedure 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.
• As all Salem Five retail positions are required to have ‘universal’ branch banking skills, 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. Three-five years’ experience in a retail or banking environment or early mastery of Universal Banker II responsibilities required. Some supervisory or management experience required. This position is a ‘key-holder’ and as such, is a member of the branch 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’. Demonstrates leadership abilities, uses sound judgement in decision-making, and serves as a coach for junior staff members. In coordination with the Branch Manager, develops business outside the bank through active engagement in the community, attending networking events, and either jointly with internal business partners or independently conducting business calls on customers and prospects. Proven success in delivering a superior experience in a customer-centric environment.

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.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Sales, and Administrative

• Industries

  Banking

Referrals increase your chances of interviewing at Salem Five Bank by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Tuition assistance

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