Universal Banker (I, II, or Sr.)

Liberty Bank • Deep River, CT • 5d ago

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.

SUMMARY OF THE JOB:

As a Universal Banker, you'll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.

In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.

ESSENTIAL FUNCTIONS:

Actively engages in immediate customer acknowledgment, meeting and greeting customers.

Adheres to established customer service standards and provides a differentiated experience through meaningful sincere conversations.

Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.

Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed.

Meets/Exceeds personal sales goals in the areas of all banking products and services offered.

Utilizes the Discovery Guide to uncover new opportunities to recommend appropriate solutions.

Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships.

Ensures accurate and timely documentation of activities and follow up opportunities in the appropriate banking systems.

Understands and educates customers on alternative delivery channels including digital banking.

Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials.

Effectively and accurately processes an array of banking transactions including new account opening, lending and referrals to other business lines.

Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing.

Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.

Volunteers for special projects within the scope of your job responsibilities.

Participates in community events and establish relationships for the benefit of the bank.

Completes other related duties as assigned.

Minimum knowledge/skills:

College degree or equivalent work experience preferred.

Minimum of 6 months of Retail Banking or equivalent Sales experience.

Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications.

Strong verbal and written communication skills.

Ability to effectively ask questions and identify needs to enhance the customer relationship.

Attention to detail and the ability to execute accurately on a variety of policy and procedures.

Ability to take initiative and work independently.

Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.

Ability to develop and foster a positive team/work environment.

Ability to proactively plan the day to contribute to the overall success of branch sales and operations.

Availability to work weekends and/or extended hours as required.

This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

PHYSICAL REQUIREMENTS:

General Office Equipment

Keyboard Dexterity

Lifting/carrying up to 25 lbs.

Use of general office equipment

Ability to travel

COMPLIANCE:

Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.

Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Job Details

Job Family Retail Banking - Branch

Job Function Staff

Pay Type Hourly

Similar Jobs

Financial Center Supervisor

Berkshire Bank • Hebron, CT • 18min ago

Finance, Accounting & Banking

Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Salary Range: $19.00 - $31.86 Actual compensation within the pay range will be decided based on...

18min ago

Go to Apply

Credit Analyst III - State & Municipal

TD Bank • Glastonbury, CT • 3h ago

Finance, Accounting & Banking

Work Location: Glastonbury, Connecticut, United States of America Hours: 40 Pay Details: $33.00 - $54.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit...

3h ago

Go to Apply

Accounts Receivable Clerk

Robert Half • Durham, CT • 1d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounts Receivable Clerk to join our team on a contract basis in Durham, Connecticut. This role involves managing various aspects of accounts receivable and collections w...

1d ago

Go to Apply

Compensation & Benefits Specialist

Robert Half • Middletown, CT • 1d ago

Finance, Accounting & Banking

Description We are looking for a skilled Compensation & Benefits Specialist to join our team in Middletown, Connecticut. This is a contract position ideal for professionals with expertise in employee benefits adminis...

1d ago

Go to Apply

Payroll Specialist

Robert Half • Groton, CT • 3d ago

Finance, Accounting & Banking

Description Are you a detail-oriented, organized professional with a passion for payroll? Our client is seeking a Payroll Specialist to join their dynamic team! This is an excellent opportunity for someone skilled in pay...

3d ago

Go to Apply

Float Staff Universal Banker (I, II, or Sr.)

Liberty Bank • Middletown, CT • 4d ago

Finance, Accounting & Banking

4d ago

Go to Apply

AR/Billing Clerk

Robert Half • Groton, CT • 4d ago

Finance, Accounting & Banking

Description Are you a skilled professional who thrives on organization, accuracy, and customer service? Our client is seeking an Accounts Receivable/Billing Clerk to join their team and take charge of billing and cash co...

4d ago

Go to Apply

Staff Accountant

Robert Half • Groton, CT • 6d ago

Finance, Accounting & Banking

Description Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Daily bank deposits via electronic transmission, Daily Cash updates, Mon...

6d ago

Go to Apply

Loan Processor

Insight Global • Middletown, CT • 1w ago

Finance, Accounting & Banking

Job Description A banking employer is looking for a Loan Processor to join their team onsite on Middletown, CT. The loan processor would be responsible for ensuring the successful delivery of loans to the secondary marke...

1w ago

Go to Apply

Finance Manager

Aston Carter • Cromwell, CT • 1w ago

Finance, Accounting & Banking

Job Title: Finance Manager Job Description The Finance Manager plays a pivotal role in leading complex accounting functions and supporting high-level financial analysis within a nonprofit agency dedicated to serving chil...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.