Universal Banker II

Universal Banker II at Salem Five Bank is a full‑time position focused on delivering exceptional customer service and driving business growth within our communities.

• Identify sales opportunities, deepen existing relationships, and grow Salem Five’s market share in the communities it serves.
• 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.
• 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.
• 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 through meaningful discussion and exploration.
• Making educated product and service recommendations based on expert knowledge.
• Providing financial solutions that meet the customer’s needs.

• Have a good understanding of the business of banking to include 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 applications. This includes 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 procedures 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.
• As all Salem Five retail positions are required to have ‘universal’ branch banking skills, the employee must have or develop full working knowledge of both the traditional ‘sales’ and ‘teller’ functions and routinely perform both.

High school diploma, or equivalent required. Two years’ experience in a retail or banking environment is required, supervisory experience preferred. The position is eligible to be a ‘key‑holder’ and when designated as such, the employee is entrusted as a member of the branch’s management team, opening/closing the branch as schedules dictate. In the absence of a Manager and/or Assistant Manager, the employee serves as the ‘manager on duty.’

In a management capacity, the employee uses sound judgement and makes policy decisions as necessary. The employee participates in the interview, hiring, and development of junior branch staff positions and serves as a trainer and coach for the same. Proven success in delivering a superior customer‑centric experience is expected. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing.

Individual NMLS IDs renew annually.

While performing the duties of this job, the employee is regularly required to talk or hear, stand, walk, sit, use hands to finger, handle, or feel, and reach with hands and arms. The employee is occasionally required to climb or balance, stoop, kneel, crouch, or crawl, and taste or smell. The employee must occasionally lift and/or move up to 10 pounds.

Specific vision abilities required by this job include close vision.

• Health Insurance
• Dental
• Vision
• Flexible Spending Account
• Health Savings Account
• 401(k) Matching
• Tuition Reimbursement
• Employee Referral Program
• Summer Family Outing
• Annual Holiday Reception and more

$45,000 – $60,000 plus incentives.

If you are a fit for this role, please apply at or send your resume to Human Resources, 210 Essex Street, Salem, MA 01970.
No unsolicited resumes accepted from agencies.

Mid‑Senior level, full‑time.