Experience Banker

3 weeks ago


Boston, Massachusetts, United States Leader Bank Full time

Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
The Experience Banker is a fully remote (from approved locations) role, providing phone and online chat support to our internal and external customers for the various products and services offered. These include providing support for Business Online, Consumer Online, Mobile Banking, Debit Cards etc. The successful candidate will be a team player with a positive attitude and be comfortable in a changing environment.
The Experience Banking center is open the following hours:
Monday - Friday 8 AM - 8 PM Eastern Time
Saturday 9 AM - 5 PM Eastern Time
Sunday 9 AM - 2 PM Eastern Time
Responsibilities

  • Assist customers with common online banking issues such as lock outs, password resets, navigating the website, browser issues etc.
  • Process address changes in accordance with procedure (Loan and Deposit customers)
  • Assist with daily call backs for suspicious debit card activity and processing Reg E Claims with strict adherence to Regulation E and Company policy
  • Troubleshoot common debit card issues, order debit cards and perform card maintenance as necessary
  • Assist with daily verification of new online enrollments for fraud prevention purposes
  • Assist loan customers with basic questions including payment due dates, amount due, account balances and histories
  • Answer phone calls and respond to customers' email and chat inquiries
  • Initiate outbound customer calls as requested to deepen customer relationships
  • Support Experience Banking Manager in other duties as assigned and provide back up within the Experience Banking department as needed


Qualifications

  • Associates degree or equivalent experience
  • Excellent organizational skills
  • Ability to handle multiple priorities and poses a strong attention to detail
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and the ability to build strong and effective relationships (both with fellow colleagues and customers).
  • Willingness to work overtime as needed
  • Positive attitude and eagerness to learn
  • Bilingual a plus
  • Prior experience in Financial Services a plus
  • Prior experience in call center/customer service environment a plus
  • Strong customer service skills, a people person; strong listening skills; strong stress tolerance a plus


Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.



  • Boston, Massachusetts, United States Leader Bank Full time

    Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4...


  • Boston, Massachusetts, United States Santander Full time

    Relationship Banker, Boston Seaport, Boston, Ma Country: United States of America Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating...


  • Boston, Massachusetts, United States Santander Full time

    Relationship Banker, Boston Seaport, Boston, Ma Country: United States of America Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating...


  • Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Job Description Job ID 32688 Full/Part Time Full Time Shift 1ST Posting Start Date 04/24/2024 Posting End Date 06/01/2024 Description Starting Salary: $20/hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you...


  • Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Job Description Job ID 32688 Full/Part Time Full Time Shift 1ST Posting Start Date 04/24/2024 Posting End Date 06/01/2024 Description Starting Salary: $20/hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you...

  • Universal Banker

    4 weeks ago


    Boston, Massachusetts, United States Leader Bank Full time

    Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4...

  • Universal Banker

    3 weeks ago


    Boston, Massachusetts, United States Leader Bank Full time

    Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4...


  • Boston, Massachusetts, United States Collabera Full time

    Job DescriptionJob DescriptionJob Description:Job Title: CSR Location: Boston, MA 02210 Duration: 03 Months (Onsite - Role) - (Extension based on performance)Pay Rate: $ / hr About the Role: Operations Personnel Analyst performs moderately complex and varied assignments. Most of the impact is related to the quality of execution. Works with limited...


  • Boston, Massachusetts, United States tapwage Full time

    Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks.If you are customer focused, enjoy building relationships, and providing financial advice to your clients, then a role as a Business Development Manager in one of our expanding markets is for you.As a Business Development...


  • Boston, Massachusetts, United States tapwage Full time

    Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks.If you are customer focused, enjoy building relationships, and providing financial advice to your clients, then a role as a Business Development Manager in one of our expanding markets is for you.As a Business Development...


  • Boston, Massachusetts, United States Liberty Mutual Insurance Full time

    Pay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...

  • Relationship Banker

    1 month ago


    Boston, United States Harbor One Full time

    HarborOne Bank has an opening for a Relationship Banker in our Bright on - Comm Ave Office. Under the direction of the AVP Branch Officer, the Relationship Banker will embrace the mission of relationship building and profitable growth. This is a cross-functional team member empowered to create an exceptional customer experience by meeting customer needs and...

  • Vp, Banker

    4 weeks ago


    Boston, United States Banc of California Full time

    Overview: Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and...

  • Universal Banker I

    2 weeks ago


    Boston, United States The Cooperative Bank Full time

    **Universal Banker (Charlestown)** The Cooperative Bank (TCB) is currently seeking a dynamic and customer-focused Universal Banker to join our team at our Charlestown location! **Overview**: The Universal Banker plays a crucial role in meeting the financial needs of customers and ensuring their satisfaction. This position involves providing top-notch...

  • Universal Banker I

    1 week ago


    Boston, United States Salem Five Full time

    HIRING BONUS: This position is eligible for a $2,500 hiring bonus for new hires only. Speak with a Human Resources representative for more information. Salem Five is a growing regional financial services organization with a rich history of over 160 y Universal Banker, Customer Experience, Banker, Business Partner, Banking


  • Boston, United States Citizens Full time

    **Description** Citizens Private Bank has accelerated its strategy to build out banking and wealth management for high-net worth individuals and families, scale banking capabilities for businesses, grow deposits, and expand in key growth markets. We’re looking for talented team members, who demonstrate a track record of delivering a white glove experience...

  • Business Banker

    3 weeks ago


    Boston, United States First Citizens Full time

    Overview Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business...


  • Boston, United States The Cape Cod Five Cents Savings Bank Full time

    SUMMARY: The Relationship Banker Trainee Program provides a unique opportunity for selected candidates to explore a career path in the Banking & Financial Services industry, with upward mobility opportunities through the Relationship Banker levels to become a trusted financial advisor. In this development-level role, the Relationship Banker Trainee will...


  • Boston, United States The Cape Cod Five Cents Savings Bank Full time

    SUMMARY: The Relationship Banker Trainee Program provides a unique opportunity for selected candidates to explore a career path in the Banking & Financial Services industry, with upward mobility opportunities through the Relationship Banker levels to become a trusted financial advisor. In this development-level role, the Relationship Banker Trainee will...

  • Relationship Banker 2

    4 weeks ago


    Boston, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Relationship Banker 2

    3 weeks ago


    Boston, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Relationship Banker 2

    3 weeks ago


    Boston, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...


  • Boston, United States Banc of California Full time

    Overview: Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and...

  • Commercial Banker

    4 days ago


    Boston, United States JPMorgan Chase Bank, N.A. Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce...

  • Private Banker

    1 month ago


    Boston, United States Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Boston, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Boston, MA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...


  • Boston, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Boston, MA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...


  • Boston, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You’re energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of...


  • Boston, United States Citizens Full time

    **Description** **Start Date**: June 27, 2024 Commercial Banker Development Program Overview The Commercial Banker Development Program (CBDP) will include an upfront 4-month early career training program in Commercial lending. Specifically, you will spend 8 weeks in classroom training and the remainder of your training and full-time role will be based...


  • Boston, United States Citizens Full time

    **Description** **Start Date**: June 27, 2024 Commercial Banker Development Program Overview The Commercial Banker Development Program (CBDP) will include an upfront 4-month early career training program in Commercial lending. Specifically, you will spend 8 weeks in classroom training and the remainder of your training and full-time role will be based...


  • Boston, United States Citizens Full time

    **Description** **Start Date**: June 27th, 2024 **Commercial Banker Development Program Overview** The Commercial Banker Development Program (CBDP) will include an upfront 4-month early career training program in Commercial lending. Specifically, you will spend 8 weeks in classroom training and the remainder of your training and full-time role will be...