Universal Banker I

Recruiting 2025 • Chelmsford, MA

1d

About The Position

Lowell Five Bank is hiring a Universal Banker I to serve customers in the lobby or drive-thru, process banking transactions, provide product and service guidance, and support branch operations and business development. The role includes safeguarding confidential customer information, maintaining supplies and cash, balancing a cash drawer, and assisting with vault and ATM balancing as needed. The Universal Banker may open accounts for existing customers, assist with safe deposit box access at applicable branches, provide digital technical support, and help resolve customer issues.

The position also involves educating customers about Bank products and services, identifying referral or sales opportunities, supporting customer retention and deposit relationship growth goals, and using the branch team’s Salesforce CRM as requested. The employee is expected to develop knowledge of Bank products and services, support an inclusive team environment, and assist with training new staff as appropriate. Duties may change over time.

Requirements

• High school diploma or equivalent preferred.
• Previous cash handling and customer service experience in a retail environment preferred.
• Customer focus and ability to build and maintain relationships.
• Strong oral communication skills, including the ability to be concise, clear, and consistent.
• Highly detail-oriented with excellent organizational skills.
• Ability to problem-solve and provide solutions to customer issues.
• Ability to multitask and adapt to change.
• Knowledge of Microsoft Office Suite and basic computer skills.
• Flexibility in work schedule and, at times, work location.
• May require the ability to occasionally lift office products and supplies weighing up to approximately 25 pounds.

Nice To Haves

• High school diploma or equivalent.
• Previous cash handling and customer service experience in a retail environment.

Responsibilities

• Process customer transactions and payments in the lobby or drive-thru, including deposits, withdrawals, loan payments, check cashing, money orders, bank checks, and bonds.
• Ensure confidential customer information is securely stored throughout the day.
• Maintain necessary supplies and cash.
• Balance the cash drawer and transactions at the end of the working day.
• Assist with balancing the main vault and ATM as needed.
• Develop knowledge of account types, products, and services to advise customers and answer questions.
• Answer most customer inquiries independently.
• Open new accounts for existing customers as applicable.
• Assist customers with access to safe deposit boxes at applicable branches and follow associated procedures and guidelines.
• Provide excellent service to internal and external customers, resolve problems or complaints promptly, and escalate issues to branch management as appropriate.
• Assist with branch quality control and scanning.
• Provide digital technical support for customers.
• Educate customers about Bank products and services, recognize referral or sales opportunities, and introduce customers to appropriate team members.
• Meet individual goals for customer retention and deposit relationship growth.
• Use the branch team’s Salesforce CRM as requested.
• Strive to maintain an inclusive team environment.
• Learn and maintain knowledge of Bank products and services.
• Assist in training new staff as appropriate.

Benefits

• Career development and educational programs to support personal and professional growth.
• Benefit package that supports each employee’s best life.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED