Universal Banker II

4 weeks ago


Beverly Hills, California, United States SFB Full time
Job Summary

We are seeking a highly motivated and experienced Universal Banker II to join our team at Salem Five. As a key member of our branch operations, you will be responsible for delivering exceptional customer experiences, growing our market share, and contributing to the success of our business.

Key Responsibilities
  • Identify sales opportunities and deepen existing relationships to grow Salem Five's market share in the communities we serve.
  • Collaborate with branch management and internal business partners to uncover customer needs and make referrals to cross-sell products and services.
  • Engage in defined sales activities, including 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.
  • Deliver an exceptional customer experience every time by making a personal connection with every customer, uncovering their financial needs, making educated product and service recommendations, and providing financial solutions that meet the customer's needs.
  • Have a good understanding of the business of banking, including 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.
  • Able to demonstrate a high level of proficiency with Salem Five's digital technology offerings.
  • Proficient with mobile smart phones and downloading, including 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.
  • Eager to embrace new and emerging technologies.
  • Able to quickly learn and adhere to all policies and procedure related to branch operations, including 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.
Requirements
  • 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 the absence of a Manager and/or Assistant Manager, serves as the 'manager on duty.'
  • 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.
Benefits and Incentives

We offer a competitive salary range, plus incentives, including health insurance, dental, vision, flexible spending account, health savings account, 401k matching, tuition reimbursement, employee referral program, summer family outing, annual holiday reception, and more.

Qualified candidates may also submit a resume and application to careers or mail their resume to Human Resources, 210 Essex Street, Salem, MA 01970.

We are an equal opportunity employer and welcome applications from diverse candidates.


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