Universal Banker (I, II, or Sr.)

Liberty Bank • Granby, CT • 11h 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

Universal Banker

Berkshire Bank • Farmington, CT • 11h ago

Finance, Accounting & Banking

Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on fa...

11h ago

Go to Apply

Actuary - Commercial Large Group Trend & Rate Review

CVS Health • Hartford, CT • 12h ago

Finance, Accounting & Banking

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions compan...

12h ago

Go to Apply

Accounts Payable Specialist

Robert Half • West Springfield, MA • 12h ago

Finance, Accounting & Banking

Description Are you an experienced Accounts Payable Specialist looking for your next opportunity in West Springfield, MA? Our client, a dynamic and reputable organization, is seeking a motivated detail oriented to join t...

12h ago

Go to Apply

Credit Analyst III - State & Municipal

TD Bank • Glastonbury, CT • 14h 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...

14h ago

Go to Apply

Credit Analyst III - State & Municipal

TD Bank • Springfield, MA • 14h ago

Finance, Accounting & Banking

14h ago

Go to Apply

Credit Analyst III - State & Municipal

TD Bank • Hartford, CT • 14h ago

Finance, Accounting & Banking

14h ago

Go to Apply

Accounting Clerk

Robert Half • Southington, CT • 15h ago

Finance, Accounting & Banking

Description Administrative Assistant - Full-Time or Part-Time! Location: Southington, CT Type: Permanent Position (Full-Time or Part-Time) This position is an hourly role, paying up to $26.00/hour depending on experience...

15h ago

Go to Apply

Accounting Manager

Robert Half • Chicopee, MA • 16h ago

Finance, Accounting & Banking

Description We are looking for an experienced, hands on, Accounting Manager to join in the greater Chicopee, Massachusetts area. This is a contract position, ideal for someone with a strong background in financial manage...

16h ago

Go to Apply

Finance Supervisor

ASM Research, An Accenture Federal Services Company • Hartford, CT • 19h ago

Finance, Accounting & Banking

Oversees a team of financial analysts while also specializing in one of more areas of finance. This includes coordinating, consolidating, and analyzing financial plans and projections. Works closely with multiple teams,...

19h ago

Go to Apply

State Income Tax --Senior--Open Location

EY • Hartford, CT • 1d ago

Finance, Accounting & Banking

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

1d 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.