Part-Time - Universal Banker I

Salem Five Bank•Middleton, MA

6h•$19 - $29

About The Position

Salem Five is hiring a part-time Universal Banker I to support its retail banking operations and serve customers. The role combines sales and teller functions, helping customers identify financial needs, recommending relevant products and services, and completing branch banking transactions. The position is scheduled for 20 hours per week: Wednesday 12:30 p.m.–5:30 p.m., Thursday 1:30 p.m.–6:30 p.m., Friday 1:15 p.m.–6:30 p.m., and mandatory Saturdays 8:45 a.m.–1:30 p.m. Universal Bankers are expected to build customer relationships, contribute to branch sales goals, learn and follow branch operating procedures, and develop proficiency with the bank’s products, services, and digital technology. Salem Five requires Universal Bankers to maintain federal registration through the National Mortgage Licensing System (NMLS), with individual records in good standing and annual renewal.

Requirements

High school diploma or equivalent.
Have or demonstrate a desire to develop banking skills and the qualities needed to deliver a superior customer experience.
Register federally through the National Mortgage Licensing System (NMLS) and maintain individual records in good standing, with annual renewal.
Learn the bank’s products, services, digital technology offerings, and branch operational procedures.
Demonstrate relationship-building skills with customers and colleagues, and flexibility and willingness to adapt to change.
Proficiency with mobile smartphones, downloading applications, texting, email, and application management.
Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
Proficiency using the internet on mobile and desktop devices to search for and locate information.

Nice To Haves

Some experience in a retail environment is preferred, but not required.

Responsibilities

Identify sales opportunities, deepen existing customer relationships, and grow Salem Five’s market share in the communities it serves.
Work with branch management and internal business partners to identify customer needs and make referrals for products and services, including business loans, merchant services, insurance, and investment services.
Conduct sales activities such as identifying needs, offering solutions, closing business, onboarding, following up, making outbound calls, and recording customer contacts in the bank’s system of record.
Participate in team meetings, contribute toward branch sales goals, take part in divisional campaigns, and celebrate team successes.
Deliver an exceptional customer experience by connecting personally with customers, understanding their financial needs, making informed product and service recommendations, providing appropriate solutions, and following up.
Learn and adhere to branch operating policies and procedures, including those for check cashing, deposits, settlement, account opening, debit card issuance, branch opening and closing, audits, compliance, vaults, and ATM management.
Perform both traditional sales and teller functions as part of the bank’s universal branch banking model.