What are the responsibilities and job description for the Universal Banker III position at Make Your Move?

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.

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.

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.

With a rich history and a strong reputation for growth, service and innovation, Salem Five offers employees a sense of stability and pride. Salem Five also offers a comprehensive salary and benefit package including health insurance and matching 401k plan. Qualified candidates may submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970.

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Universal Banker III

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