Relationship Banking Specialist

Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
The Relationship Banking Specialist will work from the Leader Bank branch locations in the Greater Boston Area as needed, including Arlington Heights, East Arlington, Belmont, and Burlington.

• Maintains a high level of understanding of all Retail products and services provided by the Bank.
• Maintains a high level of understanding of HELOC and Mortgages Retail Promotions.
• Performs all banking transactions, including opening accounts (checking & savings deposits), transfers, change of information maintenance, wires, debit card and check orders, travel declaration etc., in accordance with Bank policy.
• Be organized and keep track of Account's opening and Ach forms.
• Understands, views and opens online application daily from Andera website.
• Answers emails in an efficient and timely manner.
• Following up and establish a relationship with clients by following New Account Clients Onboarding report.
• Sells and refers Bank products and services within the guidelines established by the Bank.
• Meets customer needs through problem solving techniques as required.

• Understands and adheres to security and compliance policies and procedures.
• Establishes and maintains a good working relationship with all personnel.

• Comply with all aspects of the Bank Secrecy Act responsibilities include adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (OFAC) checks.
• Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities.

• High school diploma or equivalent.

• A minimum of two years retail banking experience or retail sales and service experience
• Strong interpersonal skills

• Excellent verbal and written communication skills
• Maintain a high level of understanding of applications and websites used by the bank. (Navigator, Web director, Andera, BPM, Hartland Clark, "EFT'' Client Center, SharePoint.

• Be efficient in Excel, PDF, Microsoft office, Power Point, DocuSign Platform.

• Ability to handle multiple priorities and poses a strong attention to detail
• Be proactive, work independently and take action right away when its needed.

This job requires you to work from home and routinely uses standard office equipment such as computer equipment to complete the daily tasks.

• 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.
• While performing the duties of this job, the employee is regularly required to talk/hear (e.g., communicate or express oneself while exchanging information). This is largely a sedentary role; however, some filing is required. This would require the ability to lift files at least 25 pounds, open filing cabinets, bend or stand on a stool as necessary.

Leader Bank offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.