Universal Banker

Leader Bank • Andover, MA

25d • $49,141 - $61,425

About The Position

Leader Bank is seeking a dedicated Universal Banker to serve customers and support the Bank’s products and services. The role focuses on delivering high-quality customer service, understanding customer needs, resolving problems, and building long-term customer relationships. The Universal Banker sells and refers Bank products and services, follows up with prospects, maintains referral documentation, and participates in sales promotions.

The position performs banking transactions such as opening accounts, processing deposits and payments, and handling teller transactions, including settlement procedures and cash drawer balancing as needed. The employee must follow Bank security, compliance, and Bank Secrecy Act procedures. The job operates in a clerical office setting and uses standard office equipment. Rotating Saturday and evening availability is required.

Leader Bank describes itself as a community bank and mortgage lender founded in 2002. It reports more than $5 billion in assets, over 450 team members, six branch offices, and annual mortgage originations exceeding $2 billion. The Bank emphasizes competitive compensation and benefits, work-life balance, diversity, inclusion, and improving the client experience.

Requirements

• High school diploma or equivalent.
• At least two years of retail banking experience or retail sales and service experience.
• Strong interpersonal skills.
• Excellent verbal and written communication skills.
• General personal computer knowledge.
• Ability to handle multiple priorities and strong attention to detail.
• Sales- and service-oriented personality.
• Availability to work Saturdays and evenings on a rotating basis.

Nice To Haves

• Prior experience with banking applications.

Responsibilities

• Maintain a high level of understanding of all Bank products and services.
• Acknowledge customers professionally, develop relationships based on an understanding of their needs, and convey a willingness to help.
• Meet customer needs through problem-solving techniques.
• Sell and refer Bank products and services within established guidelines.
• Follow up with prospects by asking for their business.
• Maintain referral documentation and participate in sales promotions.
• Conduct business professionally and maintain a neat, orderly work area.
• Establish and maintain good working relationships with Bank personnel.
• Participate in community projects and organizations as requested.
• Accept additional duties and responsibilities as needed.
• Perform banking transactions, including opening accounts, processing checking and savings deposits, IRA and business retirement account transactions, and various payments, in accordance with Bank policy.
• Perform teller duties, including financial transactions with Bank customers, settlement procedures, and cash drawer balancing as needed.
• Understand and follow security and compliance policies and procedures.
• Comply with Bank Secrecy Act responsibilities, including accurately completing Currency Transaction Reports, following the Customer Identification Program policy, reporting suspicious activity to a manager, and performing Office of Foreign Assets Control checks.
• Perform other duties assigned by management.

Benefits

• Health insurance coverage, including medical insurance.
• Dental insurance.
• Team member wellness program.
• Life and disability insurance.
• Retirement savings plan with a corporate 401(k) match.
• Paid holidays.
• Paid time off and vacation.
• Potential annual bonuses, commissions, short- and long-term incentives, and program-specific awards.
• Competitive compensation and benefits package.

What This Job Offers

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