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POPULAR
Sr. Specialist - Account Services (Deposit & Payment - Banking)
1
Sr. Specialist - Account Services (Deposit & Payment - Banking)
Salem, MA
Dec 15, 2023

but are not limited to the following: Within SCO (Source Capture Optimization) review queues, periodically throughout the day, for Consumer Mobile, Business Mobile and ATM, checking each transaction item for accuracy, correcting or rejecting if needed per banks procedure.

Correct SCO failed item transactions and provide accounting with daily failed item transaction reports. Process the Teller Services function for multiple departments within the Bank for non-cash transactions while adhering to the banks policies regarding approval limits and authorizations. Understanding and following the Banks policy regarding returned mail for customers with incorrect addresses; including coding accounts,

sending address change letters and updating and verifying addresses when necessary. Process all bank mail from customers for check deposits, including verifying legal dollar amounts, and check dates and following bank policy regarding deposit holds.

Process rebates and promotions to customer accounts, upon request. Perform customer research for statement and check image requests. Balance daily and reconcile monthly general ledger accounts. Review transactions for possible duplicate items, work with responsible employee to make corrections. Daily review of batch check file for Salem Five Bank checks to be printed and mailed to customers. Serve as back up to the Return Deposited item function.

Serve as back up to process the collection of Canadian and foreign items by completing using the appropriate software.

Support the Branches, Business Lines and Contact Center with operational issues and concerns and any exception items. Serve as back up to perform the signature review of large dollar items and reach out to the business lines for approval to pay items when necessary. Monitor multiple DNA cashboxes to ensure in balance daily. Validate remote deposit capture totals. Serve as back up to other Deposit Operations staff on various functions within their field of expertise. Maintain records in accordance with the record retention schedule for the department.

Demonstrate compliance with banking laws and regulations as defined in company policies and procedures pertinent to position. Who We Are: Join an organization that prioritizes innovation, customer service and supporting the communities we serve. Love the people you work with while participating in and helping to shape our collaborative environment. When you join Salem Five, you become part of a growing, regional financial services company. Salem Five has more than 30 retail banking branches throughout Esinteraction, Middleinteraction, 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.

Why Salem Five: We’ve been around since 1855 – which means we will be around a lot longer – but we also know what it takes to be competitive in this day and age. We pride ourselves in being one of the first banks on the internet and continually try and push ourselves to offer the latest in online and mobile banking to serve our customers in whichever channel they prefer. Whether it be a virtual assistant via our website, obtaining cash at ATMs without a card present, or going through the mortgage process via our digital app, we want to offer the digital experiences that customers want.

Continued company growth offers opportunities for individual growth. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.

Education and/or Experience: High School diploma or GED and at least 2-3 years related experience or training required. Primary focus is on daily deliverable of routine and defined outputs under direct supervision with a little operating discretion; knows how to reference procedures and documents; knows production flow and retention procedures; Accountable for the completion of assigned tasks and projects. Knowledge of BSA, CIP and new account verification process preferred. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: Competitive Base Ready to apply?

If this job sounds like a fit for you, then click on Apply/ in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at /careers or mail your resume to Human Resources, 210 Esinteraction Street, Salem, MA 01970. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c)

POPULAR
Universal Banker II (Teller Supervisor Float)
1
Universal Banker II (Teller Supervisor Float)
Salem, MA
Aug 25, 2023

ARE ACHIEVED: • Participates in the company’s sales program on the Teller line and Platform. Utilizes the sales process to identify customers’ and prospects’ product and service needs. • Makes financial suggestions or refers leads to other business units such as SFIS, SFBI, Mortgages and HELOC.

• Accounts for sales activity and sales goals. • Addresses customer questions/issues. • Tracks all customer contact for follow-up. • Demonstrates alternative delivery options for customers. ENSURE SERVICE QUALITY: • Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management • Proficient utilizing desktop applications such

as MS Office (Excel, Word, Exchange) • Proficient utilizing the Internet (mobile and desktop) to search and locate information • Services customer needs on the platform; opens and closes accounts including Consumer Loans and Business Services.

ENSURE OPERATIONAL INTEGRITY: • Complies with procedures for security, audit, check cashing guidelines, government regulations and Bank policy and procedures. • Provides supervision, guidance and work assignments to Universal Banker I’s in the absence of the store manager. • Processes all Teller transactions as well as complex operational or customer requests. • Responsible for Cash control, ATM and Branch settlement. • Opens and Closes Store. EDUCATION

AN/OR EXPERIENCE Undergraduate and/or relevant retail sales experience; sales experience and demonstrated results; self motivated; excellent interpersonal, communication and problem solving abilities all required.

Previous supervisory/management experience highly desired. 2 to 3 years in retail banking preferred, not required. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear.

The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. With a rich history and a strong reputation for growth, service and innovation, Salem Five offers employees a sense of stability and pride. Salem Five also offers a comprehensive salary and benefit package including health insurance and matching 401k plan.

Qualified candidates may submit a resume and application online at /careers or mail your resume to Human Resources, 210 Esinteraction Street, Salem, MA 01970. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c)