Lowell Five: Universal Banker I (Haverhill)

Universal Banker I

Full Time

Haverhill, MA

POSITION SUMMARY

The Universal Banker I (UB I) is a natural progression from the Teller position. In this role, individuals will have

gained a deeper knowledge of our accounts, products and services. UB I employees will take a more proactive

approach to advise to customers, make referrals as well as take an active role in answering more complex

questions independently.

ABOUT LOWELL FIVE

With nearly $1.8 billion in assets, over 200 employees and 15 banking center locations throughout the

Merrimack Valley and Southern New Hampshire, Lowell Five Bank is honored to play a vital role in the

economic vitality of the region. Our employees are engaged in myriad community boards and organizations

with the Bank’s support. We are proud of the longevity of our employees, and we are committed to finding

new talent for our team. We offer career development and educational programs to support personal and

professional growth along with a benefit package that supports each employee’s best life. For more

information, please visit www.lowellfive.com.

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

• Balances cash drawer and transactions at end of working day

• Assists in the balancing of the main vault and ATM as needed

• Deepens knowledge of account types, products and services to advise and answer customer questions

• Ability to answer most customer inquiries independently

• May open new accounts for existing customers

• Assists in giving customers access to safe deposit boxes (in applicable branches) and adheres to respective

procedures and guidelines

• 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

• Assists with branch quality control and scanning

• Provides digital technical support for customersBusiness Development

• Educates customers about Bank products and services to meet their needs; recognizes referral or sale

opportunities and initiates introductions to appropriate team members

• Meets individual goals for customer retention, and deposit relationship growth efforts

• Utilizes the branch team’s usage of CRM (Salesforce) as requested

Professional Development

• Strives to maintain an inclusive team environment

• Learns and maintains knowledge of Bank products and services

• Assists in the training of new staff as appropriate

Please note this job description is not designed to cover a comprehensive listing of activities, duties, or

responsibilities that are required of the employee for this job. Duties, responsibilities, and activities 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 with the ability to build and maintain relationships

• Strong oral communication skills with 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 multi-task and adapt to change

• Knowledge of Microsoft Office Suite and basic computer skills

• Flexibility in work schedule and at times, location

• May require the ability to occasionally lift office products and supplies weighing up to approximately 25

pounds

SALARY RANGE

The hourly range for this position is $21-23 per hour. This range reflects the Bank’s good faith estimate for this

role at the time of posting. The Bank may ultimately pay more or less than the posted range, and the range

may be modified in the future. Actual compensation will be determined based on factors, such as but not

limited to, relevant education, experience, and skills.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

All applicants can apply directly on our website –  https://www.lowellfive.com/about/careers/ .