Talent.com
Universal Banker III
Universal Banker IIISFB • Billerica, MA, United States
Universal Banker III

Universal Banker III

SFB • Billerica, MA, United States
2 days ago
Job type
  • Full-time
Job description

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 : $52,000 - $65,000 plus incentive

    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.

    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.

    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.

    Create a job alert for this search

    Universal Banker • Billerica, MA, United States

    Related jobs
    Part-Time - Universal Banker I

    Part-Time - Universal Banker I

    Make Your Move • Swampscott, MA, US
    Part-time
    Part-Time - Universal Banker I.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...Show more
    Last updated: 10 days ago • Promoted
    Universal Banker II

    Universal Banker II

    SFB • Swampscott, MA, United States
    Full-time
    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 employe...Show more
    Last updated: 2 days ago • Promoted
    Cashier

    Cashier

    Wegmans Food Markets • Burlington, MA, US
    Part-time
    Morning, Afternoon, Evening (Includes Weekends).At Wegmans, our commitment to customers is simple : .As a Cashier, you'll provide incredible customer service by engaging customers in friendly con...Show more
    Last updated: 30+ days ago • Promoted
    Universal Banker III

    Universal Banker III

    Make Your Move • Peabody, MA, US
    Full-time
    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 employe...Show more
    Last updated: 11 days ago • Promoted
    Universal Banker

    Universal Banker

    Bluestone Bank • Hyde Park, MA, United States
    Full-time
    This is the foundation on which Bluestone Bank is built.We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions.Whether our c...Show more
    Last updated: 13 hours ago • Promoted • New!
    Driver - Cash out with Instant Pay

    Driver - Cash out with Instant Pay

    Uber • Amherst, NH, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 2 days ago • Promoted
    Senior Banker II

    Senior Banker II

    BankTalent HQ • Groton, MA, United States
    Full-time
    It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusin...Show more
    Last updated: 3 days ago • Promoted
    Banker II

    Banker II

    BankTalent HQ • Maynard, MA, United States
    Full-time
    It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusi...Show more
    Last updated: 30+ days ago • Promoted
    Universal Banker III

    Universal Banker III

    Lowell Five • Tewksbury, MA, United States
    Full-time
    Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region. We provide support of, and our employees are engaged in, a myriad of ...Show more
    Last updated: 2 days ago • Promoted
    Universal Banker I

    Universal Banker I

    SFB • Andover, MA, United States
    Full-time
    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 employe...Show more
    Last updated: 2 days ago • Promoted
    Universal Banker I (Float)

    Universal Banker I (Float)

    Make Your Move • Swampscott, MA, US
    Full-time
    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 employe...Show more
    Last updated: 30+ days ago • Promoted
    Universal Banker

    Universal Banker

    M&T Bank • Waltham, MA, US
    Full-time
    Specializes in our branch customer experience through sales, service, and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and m...Show more
    Last updated: 30+ days ago • Promoted
    Earn At Least $1785 For Your First 115 Trips, Guaranteed.

    Earn At Least $1785 For Your First 115 Trips, Guaranteed.

    Uber • Hampton, NH, US
    Full-time +1
    Earn at least $1785 driving with Uber when you complete your first 115 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Universal Banker

    Universal Banker

    Berkshire Bank • Worcester, MA, United States
    Full-time
    Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Identify customer needs to mak...Show more
    Last updated: 2 days ago • Promoted
    Choose your schedule - Earn At Least $1785 For Your First 115 Trips, Guaranteed.

    Choose your schedule - Earn At Least $1785 For Your First 115 Trips, Guaranteed.

    Uber • Durham, NH, US
    Full-time +1
    Earn at least $1785 driving with Uber when you complete your first 115 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Part-Time - Universal Banker I

    Part-Time - Universal Banker I

    SFB • Salem, MA, United States
    Part-time
    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 employe...Show more
    Last updated: 2 days ago • Promoted
    Quick Earnings : Earn At Least $1785 For Your First 115 Trips, Guaranteed.

    Quick Earnings : Earn At Least $1785 For Your First 115 Trips, Guaranteed.

    Uber • Hampton, NH, US
    Full-time +1
    Earn at least $1785 driving with Uber when you complete your first 115 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 2 days ago • Promoted
    Universal Banker II

    Universal Banker II

    Make Your Move • Swampscott, MA, US
    Full-time
    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 employe...Show more
    Last updated: 30+ days ago • Promoted