What are the responsibilities and job description for the Universal Banker I position at Salem Five Bank?
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.
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.
- Able to demonstrate a high level of proficiency with Salem Five’s digital technology offerings.
- 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.
- Eager to embrace new and emerging technologies.
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.
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
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
