Universal Banker
Listed on 2026-06-05
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Finance & Banking
Banking & Finance, Bank Customer Service
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 one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 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.
Responsibilities- Maintain a high level of understanding of all products and services provided by the Bank.
- Maintain 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. Convey eagerness and willingness to help.
- Meet customer needs through problem‑solving techniques as required.
- Sell and refer Bank products and services within the guidelines established by the Bank. Follow up with prospects by asking for their business. Maintain referral documentation and actively participate in sales promotions.
- Conduct business in a professional manner and maintain a neat and orderly work area.
- Establish and maintain a good working relationship with all personnel.
- Participate in community projects and organizations as requested. Demonstrate a willingness to accept added duties and responsibilities.
- Perform all banking transactions, including opening accounts, checking and savings deposits, IRA’s, business retirement accounts, and various types of payments, in accordance with Bank policy.
- Perform as a teller, including financial transactions with Bank customers and settlement procedures. Balance cash drawer as needed.
- Understand and adhere to security and compliance policies and procedures.
- Comply with all aspects of the Bank Secrecy Act responsibilities, including 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.
- Perform any other duties as may be assigned from time to time by management.
- 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 with banking applications preferred.
- Ability to handle multiple priorities and a strong attention to detail.
- Sales and service oriented personality.
- Must be available to work Saturdays and evenings on a rotating basis.
- This job operates in a clerical office setting, routinely using standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
- The physical demands described below represent 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 and hear. This is largely a sedentary role; however, some filing is required. The employee must lift files of at least 25 pounds, open filing cabinets, bend or stand on a stool as necessary.
The base salary range below represents the low and high end of the Leader Bank salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including location, experience and performance.
Salary Minimum: 48,177.00 – Salary Max: 72,265.00
Other rewards may include annual bonuses, commissions, short and…
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