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Universal Banker II

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Posted: 03/05/2023

Universal Banker II

Job Category: Retail Banking & Advisory Services
Requisition Number: UNIVE001086

Posting Details

    • PostedFebruary 2, 2023
  • Full-Time
  • Locations

    Showing 1 location
    Chelmsford, MA 01824, USA

Job Details




With nearly $1.7 billion in assets, over 200 employees and 15 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region.  We provide support of, and our employees are engaged in, a myriad of leadership roles for numerous community boards and organizations.  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


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; additionally, orders branch/ATM cash
  • Balances cash drawer and transactions at end of working day
  • Balances the ATM and vault independently
  • Authorizes supervisor override in core banking system, initialing and check signing authority as necessary
  • Organizes daily branch work, maintains accuracy and proper documentation, completes required regulatory and operational reports, performs quality control, and completes currency transaction reports
  • Assists customers with access to safe deposit boxes (in applicable branches) and closure; adheres to respective procedures and guidelines
  • Ability to navigate Lowell Five web site, demonstrates familiarity with current interest rates, and discusses with customers
  • Opens checking, savings and certificates of deposit accounts
  • 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
  • Researches and responds to more complex customer inquiries in person and via phone
  • Troubleshoots problems with office equipment and program applications
  • Acts as backup to UB III as needed

Business Development

  • Educates customers on consumer and business products and services, including an awareness of cash management services
  • Recognizes referral or sale opportunities and initiates introductions to appropriate team members across all Bank channels, including but not limited to Cash Management, IIM and Commercial Lending
  • Advises to digital banking, including enrollment, benefits of use, platform options, and how to utilize; ability to onboard customers in the branch
  • Utilizes and promotes the branch team’s usage of CRM (Salesforce)

Professional Development

  • Strives to maintain an inclusive team environment
  • Learns and maintains knowledge of Bank products and services
  • Acts as an in branch trainer for new hires and those training for the UB II role

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. 


  • High School diploma or equivalent preferred
  • Generally, a minimum of 6 months in the Universal Banker I position or relevant work experience
  • Thorough knowledge of Bank products and services as well as proven record of adhering to Bank policies and procedures
  • Customer focused with the ability to recognize opportunities, offer advice, and maintain relationships
  • Strong oral communication skills with the ability to be concise, clear, and consistent
  • Organized and detail-oriented
  • Self-motivated with the ability to take initiative while motivating others
  • Ability to problem solve and provide solutions to customer’s needs
  • Ability to multi-task and adapt to change, including branch location
  • Knowledge of basic computer skills with a comfort level using program applications and office equipment including but not limited to: Microsoft Office, CRM, Synergy, core software, scanner, cash recycler and discriminator is preferred
  • Flexibility in work schedule and at times, location
  • Ability to occasionally lift office products and supplies weighing up to approximately 25 pounds



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)

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