Relationship Banking Specialist

| Boston, MA, USA | Hybrid
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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.
Essential Duties

    • 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.

    Requirements Include

    • 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.

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

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    Technology we use

    • Engineering
    • Product
    • Sales & Marketing
    • People Operations
      • C#Languages
      • C++Languages
      • JavaLanguages
      • JavascriptLanguages
      • PHPLanguages
      • PythonLanguages
      • RubyLanguages
      • SqlLanguages
      • SwiftLanguages
      • ReactLibraries
      • Apache CamelFrameworks
      • Spring BootFrameworks
      • Angular 2Frameworks
      • MariaDBDatabases
      • Microsoft SQL ServerDatabases
      • MongoDBDatabases
      • SnowflakeDatabases
      • AWS (Amazon Web Services)Services
      • Microsoft AzureServices
      • Google AnalyticsAnalytics
      • TableauAnalytics
      • FigmaDesign
      • IllustratorDesign
      • InVisionDesign
      • PhotoshopDesign
      • InDesignDesign
      • ConfluenceManagement
      • Google DocsManagement
      • JIRAManagement
      • Monday.comManagement
      • SmartsheetManagement
      • HootsuiteCMS
      • WordpressCMS
      • DocuSignCRM
      • SurefireCRM
      • Constant ContactEmail
      • iContactEmail
      • Microsoft TeamsCollaboration
      • ZoomCollaboration
      • Monday.comProject Management


    Our corporate headquarters is centrally located in beautiful Arlington, Massachusetts and easily accessible via Route 2. Our offices are surrounded by local eateries, schools, and grocery stores – making for a neighborhood feel just a short drive or ride on public transit from downtown Boston.

    An Insider's view of Leader Bank

    What’s the vibe like in the office?

    The vibe in our office is very collaborative. We have people at all levels in all different departments working side by side, with the leadership team always very accessible. There is a strong sense of pride and dedication as team members roll up their sleeves and focus on delivering the best products and services for our clients.


    VP Head of Brand Marketing

    What does your typical day look like?

    A typical day looks like solving real world enterprise problems using various software technologies. Spending most of the time in development, resolving pressing issues and collaborating with coworkers who are very cooperative and supportive. Ready to face challenges every single day for us to deliver the best product to our clients.


    Senior Software Engineer

    How does the company support your career growth?

    Leader Bank provides different learning opportunities for all team members including online self-paced courses, live classes, and interactive sessions with senior leaders. In my experience, the leadership team is always looking for new, out of the box ways of doing things and pushes you to take on stretch projects and learn all that you can.


    AVP Talent Management

    What is your vision for the company?

    My vision is for Leader Bank to be synonymous with exemplary client services and convenient, straightforward banking and lending. Through constant innovation of our products and services, we will always improve upon our client experience. Leader Bank will be known for delivering for our clients and the communities we serve.



    How would you describe the company’s work-life balance?

    Leader Bank provides a flexible work environment and values the balance between work and personal life. We are a family owned business and treat our team members like family.


    SVP Chief Talent Officer

    What are Leader Bank Perks + Benefits

    Leader Bank Benefits Overview

    Leader Bank offers an excellent compensation and benefits package including a 401k plan with company match, medical, vision, and dental insurance, and the opportunity to work for a fast growing organization. With emphasis on professional development and career growth, Leader Bank offers a variety of opportunities for training, skills development, cross-functional learning, both formally and self-guided.

    Volunteer in local community
    Partners with nonprofits
    Open door policy
    OKR operational model
    Team based strategic planning
    Employee-led culture committees
    Hybrid work model
    Employee awards
    Flexible work schedule
    Remote work program
    Dedicated diversity and inclusion staff
    Highly diverse management team
    Diversity employee resource groups
    Hiring practices that promote diversity
    Health Insurance + Wellness
    Flexible Spending Account (FSA)
    Disability insurance
    Dental insurance
    Vision insurance
    Health insurance
    Life insurance
    Pet insurance
    Wellness programs
    Mental health benefits
    Financial & Retirement
    401(K) matching
    Performance bonus
    Child Care & Parental Leave
    Family medical leave
    Company sponsored family events
    Vacation + Time Off
    Generous PTO
    Paid volunteer time
    Paid holidays
    Paid sick days
    Floating holidays
    Bereavement leave benefits
    Office Perks
    Company-sponsored outings
    Some meals provided
    Fitness stipend
    Professional Development
    Job training & conferences
    Lunch and learns
    Promote from within
    Continuing education available during work hours
    Online course subscriptions available
    Personal development training

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