Jobs › North Andover, MA › Universal Banker

II LOWELL FIVE

Universal Banker II North Andover, MA Apply

ESSENTIAL DUTIES AND

RESPONSIBILITIES\ Bank Operations & Customer Experience\

• Processes customer transactions and payments within the lobby or drive-thru, including but not limited to deposits, withdrawals, loan payments, check cashing, money orders, bank checks, bonds; accountable for ensuring confidential customer information is securely stored throughout the day.\
• Maintains necessary supplies and cash; additionally, orders branch/ATM cash.\
• Balances cash drawer and transactions at end of working day\
• Balances the ATM and vault independently\
• Authorizes supervisor override in core banking system, initialing and check signing authority as necessary.\
• Organizes daily branch work, maintains accuracy and proper documentation, completes required regulatory and operational reports, performs quality control, and completes currency transaction reports.\
• Assists customers with access to safe deposit boxes (in applicable branches) and closure; adheres to respective procedures and guidelines.\
• Ability to navigate Lowell Five web site, demonstrates familiarity with current interest rates, and discusses with customers.\
• Opens checking, savings and certificates of deposit accounts.\
• Provides excellent customer service to internal and external customers; resolves any problems or complaints in a timely manner and escalates to branch management as appropriate.\
• Researches and responds to more complex customer inquiries in person and via phone.\
• Troubleshoots problems with office equipment and program applications.\
• Acts as backup to UB III as needed.\ Business Development\
• Educates customers on consumer and business products and services, including an awareness of cash management services.\
• Recognizes referral or sale opportunities and initiates introductions to appropriate team members across all Bank channels, including but not limited to Cash Management, IIM, and Commercial Lending\
• Advises to digital banking, including enrollment, benefits of use, platform options, and how to utilize, ability to onboard customers in the branch.\
• Utilizes and promotes the branch teams usage of CRM (Salesforce)\ Professional Development\
• Strives to maintain an inclusive team environment.\
• Learns and maintains knowledge of Bank products and services.\
• Acts as an in-branch trainer for new hires and those training for the UB II role\ REQUIREMENTS\
• High School diploma or equivalent preferred\
• Generally, a minimum of 6 months in the Universal Banker I position or relevant work experience.\
• Thorough knowledge of Bank products and services as well as proven record of adhering to Bank policies and procedures\
• Customer focused with the ability to recognize opportunities, offer advice, and maintain relationships.\
• Strong oral communication skills with the ability to be concise, clear, and consistent.\
• Organized and detail oriented.\
• Self-motivated with the ability to take initiative while motivating others.\
• Ability to problem solve and provide solutions to customers needs.\
• Ability to multi-task and adapt to change, including branch location.\
• Knowledge of basic computer skills with a comfort level using program applications and office equipment including but not limited to: Microsoft Office, CRM, Synergy, core software, scanner, cash recycler and discriminator is preferred.\
• Flexibility in work schedule and at times, location\
• Ability to occasionally lift office products and supplies weighing up to approximately 25 pounds.

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SALARY RANGE:

\$24

• $26/hour Active Filters Universal Banker II North Andover, MA Clear All Apply