- DEVELOPMENT OPPORTUNITIES
- DEVELOPMENT OPPORTUNITIES
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Universal Banker
1 week ago
Forte Bank Hartford, United StatesWe currently have an opening for a **Full-time Universal Banker** to join our team in our Hartford, WI location. If you thrive in a past paced environment and enjoy providing **exceptional service** to customers, then this is the perfect opportunity for you. · As a Universal Bank ...
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Universal Banker
3 days ago
Berkshire Bank Southwick, United States**Division**: Retail Banking · **Department**: Various - Branch Network · **Reports to**: Financial Center Manager · **Status**: Non-Exempt · **Grade**: 5 · **Pay Range**: $ $25.00 · - Actual compensation within the pay range will be decided based on factors including, but not li ...
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universal banker 1
4 days ago
Northwest Community Bank West Torrington, United StatesJob Description · Job DescriptionJOB SUMMARY · Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker I, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. T ...
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universal banker
4 days ago
Northwest Community Bank New Hartford, United StatesJob Description · Job DescriptionJOB SUMMARY · Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The ...
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Universal Banker
6 days ago
Bankwell Hartford, United StatesBankwell is a community bank that serves the lending and banking needs of businesses and residents throughout Connecticut. We strive to create a world class experience for our customers and provide high touch, high tech and high quality financial services throughout our footprint ...
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Universal Banker
6 days ago
Liberty Bank (Connecticut) Hamden, United StatesAt Liberty, we are proud to integrate our Diversity, Equity and Inclusion (DE&I) throughout all functions and areas of the Bank in order to maximize our impact and exceed goals. We believe that deepening our DE&I strategies in the workplace and communities we serve, creates a muc ...
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Universal Banker I
6 days ago
Newtown Savings Bank Newtown, United StatesIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · Universal Banker I (Openings available at multiple locations) · Newtown, CT, US · 30+ days ago · Requisition ID: 1685 · ...
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universal banker bept
5 days ago
Nwcommunitybank Hartford, United StatesUnder the supervision of the Universal Banker II · or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker is also responsible for th ...
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universal banker 2
4 days ago
Northwest Community Bank Simsbury, United StatesJob Description · Job Description · JOB SUMMARY · Under the supervision of the Branch Manager, the Assistant Branch Manager (ABM)/UBII is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. Responsible for the s ...
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Universal Banker I
5 days ago
CB&S Bank Moulton, United StatesJob Description · Job DescriptionGENERAL FUNCTION: · This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. This position will have a thorough understanding ...
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universal banker 2
2 days ago
Northwest Community Bank Simsbury, United StatesJob Description · Job DescriptionJOB SUMMARY · Under the supervision of the Branch Manager, the Assistant Branch Manager (ABM)/UBII is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. Responsible for the sales ...
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Universal Banker-Floater-PT
6 days ago
Atlantic Union Bank Front Royal, United StatesPosition Description · The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively c ...
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Part-Time Float Personal Banker
6 days ago
Windsor Federal Bank Windsor, United States Part timePOSITION SUMMARY · The Personal Banker establishes and maintains a satisfied customer base by providing superior banking services in a professional manner through platform and counter-based transactions following the Universal Banker model. The Personal Banker assesses the fina ...
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Part-Time Personal Banker
1 week ago
Windsor Federal Bank Windsor, United States Part timePOSITION SUMMARY · The Personal Banker establishes and maintains a satisfied customer base by providing superior banking services in a professional manner through platform and counter-based transactions following the Universal Banker model. The Personal Banker assesses the fina ...
universal banker 1 - Litchfield, United States - Northwest Community Bank
1 week ago
Description
Job DescriptionJob Description
JOB SUMMARY
Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker I, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner.
The Universal Banker I is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations.
The Universal Banker I is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel.
Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development.PRINCIPAL RESPONSIBILITIES
*
Responsible for Generating Business and Deepening Customer Relationships *
Work with team to actively support branch sales.
Contribute to team sales goal attainment.
Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.
Maintain current and accurate records of sales tracking results.
Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.
Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions.
May interview and complete consumer loan applications.
May perform preliminary underwriting. May close consumer loans.
May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry.
Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards.
May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number.Responsible for Providing Exceptional Customer Service
Provides efficient, effective, and courteous customer service. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us.
Constantly look for ways to improve the customer experience and communicate those ideas to branch management.
Build customer relationships to encourage business retention.
Complete all work with accuracy and in a timely manner.
Address customer complaints and escalate customer complaints to supervisor as appropriate.
Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness
Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.
Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault.
Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed).
Perform all duties in accordance with prescribed regulatory compliance guidelines.
Responsible for Identifying Cross Training Opportunities and Personal Development
May assist in new hire onboarding.
Continuously strive to improve personal development through policy, product, and banking knowledge.
Maintain current knowledge of Bank's products and services as well as policies and procedures.
Attend relevant seminars and courses to update and advance knowledge and skills.
Volunteer for special projects within the scope of your job responsibilities, including CRA eligible activities.
Participate in community events and professional relationships for the benefit of the bank.
EDUCATION/EXPERIENCE REQUIREMENTS
High school diploma or equivalent required with 6 months to 1 year of relevant experience in banking, retail or sales.
INITIATIVE
Universal Banker I tasks are generally standardized, not subject to major variation.
Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed.
Supervision received is intermittent checks with all problems referred to supervisor.RESPONSIBILITY
Most errors are detected and corrected almost immediately.
Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank.
Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information.SUPERVISION
May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and Universal Banker II, responsible for overseeing the quality and quantity of work of employees performing similar work.
POSITION CONDITIONS
Normal.
While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear.
The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds.Specific vision abilities required by this job include close vision, monitoring computer screens for long periods of time and the ability to adjust focus.
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