Mortgage Banking Professional

4 days ago

Middleton, Massachusetts, United States SFB Full time

About the Role:

Salem Five is a growing regional financial services organization with a rich history of over 160 years.

We are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

Our Mission:

Join an organization that prioritizes innovation, customer service, and supporting the communities we serve.

Love the people you work with while participating in and helping to shape our collaborative environment.

When you join Salem Five, you become part of a growing, regional financial services company.

We have 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.

What We Offer:

We pride ourselves in being one of the first banks on the internet and continually try to offer the latest in online and mobile banking to serve our customers in whichever channel they prefer.

Whether it be a virtual assistant via our website, obtaining cash at ATMs without a card present, or going through the mortgage process via our digital app, we want to offer the digital experiences that customers want.

Continued company growth offers opportunities for individual growth.

Our Values:

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.

Responsibilities:

  1. Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves.
  2. 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.
  3. 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.
  4. Uncovering their financial needs through meaningful discussion and exploration.
  5. Providing financial solutions that meet the customer's needs.
  6. Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank.
  7. Able to demonstrate a high level of proficiency with Salem Five's digital technology offerings.
  8. Proficient with mobile smart phones and downloading applications.
  9. Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook).
  10. 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.
  11. 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.

Requirements:

Two years' experience in a retail or banking environment required, supervisory experience preferred.

In a management capacity, uses sound judgement and makes policy decisions as necessary.

Participates in the interview, hiring, and development of junior branch staff positions and serves as a trainer and coach for same.

Benefits:

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 online at salemfive.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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