Universal Banker

Leader Bank•Burlington, MA

29d•Onsite

About The Position

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.

Requirements

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 banking applications preferred
Ability to handle multiple priorities and poses a strong attention to detail
Sales and service oriented personality
Must be available to work Saturdays and evenings on a rotating basis

Responsibilities

Maintains a high level of understanding of all products and services provided by the Bank.
Maintains 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. Conveys to customers an eagerness/willingness to help.
Meets customer needs through problem solving techniques as required.
Sells and refers Bank products and services within the guidelines established by the Bank. Follows up with prospects by asking for their business. Maintains referral documentation and actively participates in sales promotions.
Conducts business in a professional manner and maintains a neat and orderly work area.
Establishes and maintains a good working relationship with all personnel.
Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities.
Performs all banking transactions, including opening accounts, checking & savings deposits, IRA’s, business retirement accounts, and various types of payments, in accordance with Bank policy.
Performs as a teller including performing financial transaction with Bank customers and settlement procedures and balances cash drawer, as needed.
Understands and adheres to security and compliance policies and procedures.
Comply with all aspects of the Bank Secrecy Act responsibilities include 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,
Performs any other duties as may be assigned from time to time by management.

Benefits

Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Other rewards may include annual bonuses, commissions, short- and long-term incentives, and program-specific awards. In addition, Leader Bank provides a variety of benefits to eligible team members, including health insurance coverage, a team member wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off and vacation.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume