Salem Five Bank · 2 months ago
Customer Experience Associate I or II
Salem Five Bank is a growing regional financial services organization with over 160 years of history. The Customer Experience Associate role focuses on providing exceptional service to consumers and business customers through various communication channels, ensuring a high level of proficiency with the bank's products and digital technologies.
BankingFinanceFinancial ServicesMortgage
Responsibilities
Provide an outstanding Customer Experience to Salem Five customers and prospects via phone (primary), chat, email and online banking
Ability to support the departments’ efforts to deliver an exceptional customer experience… no matter what it takes
Be able to demonstrate a high level of proficiency with Salem Five’s products and digital technology offering
Proficient with mobile technology/platforms/devices, personal computing systems, apps, and email/messaging platforms
Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange)
Assumes additional responsibilities including projects, testing, training, etc. commensurate with experience and job grade level Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change
Work as team within the Contact Center and across Salem Five Bank; Collaborate. Communicate. Support
Identifies and reports fraud or suspected fraud occurrences. Is continuously aware of fraud engineering threats and knows what action to take to protect customers and the Bank
Qualification
Required
Verbal and written customer service skills across multiple communication channels
Consumer/Business deposit and loan product offerings
Digital Technology (includes online banking & mobile platforms)
Fraud prevention and detection
Systems proficiency and navigation
Referrals to other Salem Five business lines, and the cross-sell of additional Salem Five products and services (no cold-calling)
Strong advocacy for the Salem Five brand
Provide an outstanding Customer Experience to Salem Five customers and prospects via phone (primary), chat, email and online banking
Ability to support the departments' efforts to deliver an exceptional customer experience… no matter what it takes
Be able to demonstrate a high level of proficiency with Salem Five's products and digital technology offering
Proficient with mobile technology/platforms/devices, personal computing systems, apps, and email/messaging platforms
Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange)
Assumes additional responsibilities including projects, testing, training, etc. commensurate with experience and job grade level
Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change
Work as team within the Contact Center and across Salem Five Bank; Collaborate. Communicate. Support
Identifies and reports fraud or suspected fraud occurrences. Is continuously aware of fraud engineering threats and knows what action to take to protect customers and the Bank
Associate or bachelor's degree and/or previous customer service experience preferred
Currently looking for people with prior banking/financial services experience
Benefits
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
Company
Salem Five Bank
Salem Five is a financial services company with deep roots in Massachusetts - proudly serving individuals, families, and businesses since 1855.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-20
Business Insider South Africa
2023-03-31
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