Universal Banker (I, II, or Sr.)

Liberty Bank • Cromwell, CT • 1d 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:

Provides on-site Branch Operations Supervisor coverage for various branches locations as assigned.

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

Accounts Receivable Clerk

Robert Half • Bloomfield, CT • 42min ago

Finance, Accounting & Banking

Description Accounts Receivable Specialist, Full-Time, Permanent Location: Bloomfield, CT | FULLY Onsite Compensation: $25-$29/hour + bonus Potential A busy and growing service company in Bloomfield is seeking an experie...

42min ago

Go to Apply

Finance Product & Platform Lead

The Cigna Group • Bloomfield, CT • 8h ago

Finance, Accounting & Banking

Finance 360 is being built as the primary workbench for Finance, bringing together reporting, analytics, workflow, AI-enabled insights, and decision support into a single experience for Finance teams. Reporting to the Se...

8h ago

Go to Apply

Director of Finance

Robert Half • Hartford, CT • 8h ago

Finance, Accounting & Banking

Description Director of FP& A | Insurance Hartford, CT | Hybrid Reference: SF0013489226 Recruiter Contact: Sal Fiorillo - Sal.Fiorillo@RobertHalf We are partnering with a high-growth financial services organization t...

8h ago

Go to Apply

Accounting Manager/Supervisor

Robert Half • Essex, CT • 9h ago

Finance, Accounting & Banking

Description Hands-On Controller - Construction Position Type: Full-Time Location: Essex Position Overview A growing construction company is seeking a hands-on Controller to oversee the day-to-day accounting and financial...

9h ago

Go to Apply

Actuary - Medicare Stars and Quality

Highmark Health • Hartford, CT • 9h ago

Finance, Accounting & Banking

Company : Highmark Inc. Job Description : JOB SUMMARY This job is an ASA Certified actuary position that initiates and leads development of advanced actuarial models and analyses specifically focused on forecasting Medic...

9h ago

Go to Apply

Claims Representative (IAP) - Workers Compensation Training Program

Sedgwick • Hartford, CT • 11h ago

Finance, Accounting & Banking

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experi...

11h ago

Go to Apply

Accountant II

Help at Home • Hartford, CT • 15h ago

Finance, Accounting & Banking

Overview As the nation's leading provider of high-quality home care services, we empower our clients to live independently, safely, and with dignity in their own homes. The home is more than a place - it's the center of...

15h ago

Go to Apply

Accounting Manager

Charles IT • Middletown, CT • 15h ago

Finance, Accounting & Banking

Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive. Due to growth we are...

15h ago

Go to Apply

Business Consulting - Finance Transformation - Global Business Services - Senior Manager

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

Director Finance Cloud Applications Support

Highmark Health • Hartford, CT • 1d ago

Finance, Accounting & Banking

Company : enGen Job Description : JOB SUMMARY This job will lead a team managing the suite of Oracle ERP products to include Finance, Supply Chain, and Project Portfolio Management with a base understanding of the Oracle...

1d ago

Go to Apply

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