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As all Salem Five retail positions are required to have 'universal' branch banking skills, must have / develop a full working knowledge of both the traditional 'sales' and 'teller' functions and routinely perform both.
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Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.
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Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
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Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin. The Personal Banker works to present customers with banking solutions to meet their needs, while ensuring every transaction is completed in accordance with bank policy and regulatory requirements.
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Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products.
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In addition to personally performing routine teller duties, and under the direction of the Branch Manager and Assistant Branch Manager, the Teller Manager IV manages the daily operations of the banking office teller line to include individual performance assessments for a staff of tellers.
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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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Ensures proper controls are maintained over all branch operational processes and regulatory requirements including Security, Compliance, and Retail Banking Policy & Procedures. Full Time Branch Manager II Vineyard Haven Branch - ( 210000JM.
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Perform various daily and periodic cash management duties such as monitoring reserve cash including daily settlement, distribution and collection from tellers, complete cash flow analysis worksheets, order and ship cash when necessary, balance ATM daily, coordinate consolidation of daily work and branch settlement, assist staff in locating and resolving errors, perform audits and random cash audits.
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Current knowledge of mortgage banking, all applicable laws, regulations and industry standards, as well as all company rules, procedures and policies. Mentors and monitors the sales staff in the branch and sells the loan products offered by the Company.
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In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions.
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