Salem Five Bank Benefits Overview

Provides customer support for consumer and business banking customers through phone, chat, email, and online banking. Assists with deposit and loan products, digital banking technology, fraud detection, referrals, and product cross-selling. Uses Microsoft Office and various communication platforms, collaborates with Contact Center teams, supports testing and training projects, and adapts to emerging technologies. The role includes extensive training and advancement opportunities.

Leads private client insurance account executives, managing workloads, service quality, coaching, performance, and development. Provides technical guidance on complex high-net-worth coverage, underwriting, carriers, billing, claims, and service matters. Supports new business placement, renewals, retention, cross-selling, and producer relationships while monitoring growth metrics. Oversees Applied EPIC workflows, process improvement, carrier partnerships, and collaboration across banking and wealth management teams.

Manages an assigned commercial loan portfolio by collecting borrower reports, monitoring covenant compliance and revolving credit lines, supporting renewals and underwriting, reviewing loan documentation, assisting with regulatory examinations, and maintaining lender and client relationships. The role also involves client calls, trade events, compliance with banking regulations, and collaboration across bank functions.