Universal Banker II - Float

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:


* 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.

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