PT Universal Banker II

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.

The work schedule is every Saturday and Sunday, approximately 13 hours.

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. 

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to the following:

ENSURE ASSIGNED STORE GOALS ARE ACHIEVED:

• Participates in the company’s sales program on the Teller line and Platform.

Utilizes the sales process to identify customers’ and prospects’ product and service needs.
• Makes financial suggestions or refers leads to other business units such as SFIS, SFBI, Mortgages and HELOC.
• Accounts for sales activity and sales goals.
• Addresses customer questions/issues.
• Tracks all customer contact for follow-up.
• Demonstrates alternative delivery options for customers.

ENSURE SERVICE QUALITY:

• Proficient with mobile smart phones and downloading applications.

This includes the basics of texting, email and application management
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange)
• Proficient utilizing the Internet (mobile and desktop) to search and locate information
• Services customer needs on the platform; opens and closes accounts including Consumer Loans and Business Services.

ENSURE OPERATIONAL INTEGRITY:

• Complies with procedures for security, audit, check cashing guidelines, government regulations and Bank policy and procedures.
• Provides supervision, guidance and work assignments to Universal Banker I’s in the absence of the store manager.
• Processes all Teller transactions as well as complex operational or customer requests.
• Responsible for Cash control, ATM and Branch settlement.
• Opens and Closes Store.

EDUCATION AN/OR EXPERIENCE
Undergraduate and/or relevant retail sales experience; sales experience and demonstrated results; self motivated; excellent interpersonal, communication and problem solving abilities all required. Previous supervisory/management experience highly desired.

2 to 3 years in retail banking preferred, not required.

Benefits/Incentives: We offer a comprehensive benefits package designed to support your well‑being and success, including...