Universal Banker

4 weeks ago

Boston, United States Leader Bank Full time

Job Description

Job Description

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.

Essential Duties Maintains a high level of understanding of all products and services provided by the Bank. Maintains a high level of service quality by acknowledging the customer’s presence through a professional greeting and developing an interpersonal relationship built upon an understanding of customer needs. Conveys to customers an eagerness / willingness to help. Performs as a teller including performing financial transactions with Bank customers and settlement procedures and balances cash drawer, as needed. Meets customer needs through problem solving techniques as required. Sells and refers Bank products and services within the guidelines established by the Bank. Follows up with prospects by asking for their business. Maintains referral documentation and actively participates in sales promotions. Conducts business in a professional manner and maintains a neat and orderly work area. Establishes and maintains a good working relationship with all Bank team members. Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities. Performs all banking transactions, including opening accounts, checking & savings deposits, IRA’s, business retirement accounts, and various types of payments, in accordance with Bank policy. Understands and adheres to security, compliance, and retail banking policies and procedures. Comply with all aspects of the Bank Secrecy Act responsibilities include accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (OFAC) checks. Performs other duties as may be required from time to time by management.

Qualifications Include High School Diploma or equivalent A minimum of two years retail banking experience or retail sales and service experience Strong interpersonal skills Excellent verbal and written communication skills General personal computer knowledge, prior experience banking applications preferred Ability to handle multiple priorities and poses a strong attention to detail Sales and service oriented personality Must be available to work Saturdays and evenings on a rotating basis

Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

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. While performing the duties of this job, the employee is regularly required to talk/hear (e.g., communicate or express oneself while exchanging information). This is largely a sedentary role; however, some filing is required. This would require the ability to lift files at least 25 pounds, open filing cabinets, bend or stand on a stool as necessary.

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.

#J-18808-Ljbffr

  • 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 day 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

  • Bilingual Universal Banker

    4 weeks ago

    Boston, United States M&T Bank Full time

    Bilingual Universal Banker page is loaded Bilingual Universal Banker Apply remote type Onsite Position locations Boston, MA time type Full time posted on Posted Yesterday job requisition id R62281 Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports...

  • Bilingual Universal Banker

    2 weeks ago

    Boston, United States M&T Bank Full time

    Bilingual Universal Banker page is loaded Bilingual Universal Banker Apply remote type Onsite Position locations Boston, MA time type Full time posted on Posted Yesterday job requisition id R62281 Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports...

  • Floating 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

    2 weeks ago

    Boston, United States M&T Bank Full time

    Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well...

  • Universal Banker

    2 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, United States Leader Bank Full time

    Job DescriptionJob DescriptionLeader 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...

  • Universal Banker

    4 weeks ago

    Boston, United States M&T Bank Full time

    Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in...

  • Universal Banker

    2 weeks ago

    Boston, United States Leader Bank Full time

    Job DescriptionJob DescriptionLeader 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...

  • 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...

  • Relationship Banker

    2 weeks ago

    Boston, United States HarborOne Bank Full time

    Overview Who We Are: For over a century, HarborOne’s mission has not wavered, total commitment to our customers, our communities, and our colleagues. Founded in 1917 to serve the growing financial needs of our local communities, HarborOne continues to honor and embrace its commitment to strengthen and empower the communities where our customers and...

  • Relationship Banker

    4 weeks ago

    Boston, United States HarborOne Bank Full time

    Overview Who We Are: For over a century, HarborOne’s mission has not wavered, total commitment to our customers, our communities, and our colleagues. Founded in 1917 to serve the growing financial needs of our local communities, HarborOne continues to honor and embrace its commitment to strengthen and empower the communities where our customers and...

  • Branch Manager

    4 weeks ago

    Boston, United States The Symicor Group Full time

    Branch Manager – Up to $75K – Boston, MA – Job # 1840 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...

  • Branch Manager

    2 weeks ago

    Boston, United States The Symicor Group Full time

    Branch Manager – Up to $75K – Boston, MA – Job # 1840 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...

  • Director of Investor Relations

    4 weeks ago

    Boston, United States Solid Biosciences Full time

    Job Title: Director of Investor Relations & Corporate Communications Reports to (title): Chief Financial Officer Summary: Collaborates with the management team to develop, plan, and implement investor relations and corporate communications programs and will be accountable for their day-to-day management and ultimately their successful outcomes. The...

  • Relationship Banker

    3 weeks ago

    Boston, United States HarborOne Bank Full time

    Overview: **Who We Are**: For over a century, HarborOne’s mission has not wavered, total commitment to our customers, our communities, and our colleagues. Founded in 1917 to serve the growing financial needs of our local communities, HarborOne continues to honor and embrace its commitment to strengthen and empower the communities where our customers and...

  • VP Corporate Finance

    4 weeks ago

    Boston, United States Citizens Full time

    Description At Citizens, we are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data and strategic insights to help them get there. Citizens Capital Markets & Advisory ("CCMA") is currently seeking a Vice President, Corporate Finance candidate focused on the Industrials...

  • Financial Center Supervisor

    2 weeks ago

    Boston, United States Berkshire Bank Full time

    **Division**: Retail Banking **Department**: Various - Branch Network **Reports to**: Financial Center Manager **Status**: Non-Exempt **Grade**: 6 BOEM **Pay Range**: $19.00 - $27.00 - Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work...

  • Investment Banking Associate | Industrials

    3 weeks ago

    Boston, MA, United States Jefferies Full time

    Investment Banking Associate in Jefferies Boston Office. Jefferies is seeking an Investment Banking Associate to lead transactions in a highly active capital markets environment - this team executes the full suite of investment banking services including M&A (predominately sell-side), debt financings utilizing Jefferies committed syndicated and direct...