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Universal Banker
2 weeks 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
1 week 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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Brookline Bancorp Middletown, United States**About Bank Rhode Island** · Headquartered in Providence, Rhode Island, Bank Rhode Island is a full-service financial institution and commercial bank that offers a full range of banking products and services that can meet all your business or personal banking needs. The Bank's e ...
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Pt Universal Banker
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universal banker 2
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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 2
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Northwest Community Bank Simsbury, United StatesJob Description · Job Description · JOB SUMMARYUnder 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 sale ...
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universal banker
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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
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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
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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
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Liberty Bank (Connecticut) Wethersfield, 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
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Berkshire Bank Southwick, United States**Position** : Universal Banker · **Location** : Southwick, MA · **Division:** Retail Banking · **Department:** Various Branch Network · **Reports to:** Financial Center Manager · **Status:** Non-Exempt · **Grade:** 5 · **Pay Range:** $ $25.00 · _Actual compensation withi ...
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Universal Banker
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M&T Bank West Springfield, United StatesOverview: · Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned bran ...
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universal banker bept
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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 I
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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, US30+ days ago · Requisition ID: 1685Location ...
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universal banker 1
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Northwest Community Bank Litchfield, United StatesJob Description · Job 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 mann ...
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universal banker 1
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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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PT Universal Banker
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Berkshire Bank Longmeadow, United States**Position** : PT Universal Banker · **Location** : Longmeadow, MA · **Division:** Retail Banking · **Department:** Various Branch Network · **Reports to:** Financial Center Manager · **Status:** Non-Exempt · **Grade:** 5 · **Pay Range:** $ $27.50 · _Actual compensation w ...
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Universal Banker-Floater-PT
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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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Financial Center Supervisor
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Berkshire Bank Longmeadow, United States**Division**: Retail Banking · **Department**: Various - Branch Network · **Reports to**: Financial Center Manager · **Status**: Non-Exempt · **Grade**: 6 · **Pay Range**: $ $27.00 · - Actual compensation within the pay range will be decided based on factors including, but not li ...
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Part-Time Float Personal Banker
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universal banker 2 - Simsbury, United States - Northwest Community Bank
2 weeks ago
Description
Job DescriptionJob 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 sales and servicing of all bank products and services consistent with Bank policies and regulations.The ABM/UBII is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel.
The ABM assists in overseeing the team to ensure adherence to service standards, policies and procedures, and model/coach proper behaviors.
The ABM/UBII must be proficient in instructing others in performing a variety of job responsibilities. Sets the example of meeting and/or exceeding the expectations of theAssessment/Deployment
Coaching process; sales, service, operations, and cross training/personal development.
P
RINCIPAL RESPONSIBILITIES
Responsible for Generating Business and Deepening Customer Relationships
Lead the team to actively support branch sales. Providing team with coaching and guidance.
Drive team sales goal attainment. Model appropriate sales techniques.
Lead 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, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions.
Providing coaching to the team to achieve their cross-sell goals.Able to open all account types, originate and close loans.
May need to serve in other roles of the team as necessary.
Takes ownership of all referrals to sales team acting as a liaison between customer and sales partner.
Responsible for Providing Exceptional Customer Service
Provides efficient, effective, and courteous customer service. Act as a role model to the team and ensures delivery of the same.
Consistently deliver 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. Hold team accountable to do the same.
Constantly look for ways to improve the customer experience and communicate those ideas to branch management.
Manage new and existing customer relationships through direct contact, phone or email and build those relationships to encourage business retention.
Complete all work with accuracy and in a timely manner.Addresses customer complaints as outlined by the Bank Policy. Ensure timely resolution of any concern's customers may have.
Ensures a welcoming environment in the branch as well as proper appearance of building, grounds, furniture and equipment.
Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness
Manage all aspects of daily branch activity: including scheduling, sales and operation reports, observing interactions with customer, lobby leadership, and monitoring operations.
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.
Perform functions such as answering phone, filing, safe deposit box escort, audits, etc.Performs all duties in accordance with prescribed regulatory compliance guidelines and hold team accountable to the same.
Complete audits and enforce proper security and procedures.
Responsible for opening and closing branch.
Responsible for Leadership and Coaching
Participate in the interview process and termination recommendation process.
Conduct the performance review process. Including performance improvement plans.
Provide and identify ongoing coaching, training, development, goal setting and recognition of team.
Recommend procedural changes and communicate them to branch management.
Responsible to ensuring new hire onboarding is being completed and understood.
Responsible for Regional 7 Branch management, staffing and educational training of students.
Arranges branch training for students. Ensures students are educated in the
policies and procedures of the bank branch. Responsible for the annual training of new staff at the school branch.
Responsible for ATM cash
balance.
Responsible
for cash limits in branch.
Responsible for flagging acts of students over 21.Responsible for writing letters, sending disclosures for act changes.
Responsible for Identifying Cross Training Opportunities and Personal Development
Continuously strive to improve personal development through policy, product, and banking knowledge.
Attend relevant seminars and courses to update and advance knowledge and skills.
Participate in community and professional relationships for the benefit of the bank.
Maintain current knowledge of Bank's products and services as well as policies and procedures and ensure team understands them.
Volunteer for special projects within the scope of your job responsibilities including CRA eligible activities.
EDUCATION/EXPERIENCE
REQUIREMENTS
Bachelor's degree or equivalency required with 1 to 2 years of relevant experience in banking, retail, sales or financial industry.
Demonstrate strong communication, sales, and supervisory skills. Proven ability to interact in a positive and professional manner with customers, employees and peers. Must have computer skills including the internet, and Microsoft Office; Outlook, Word, and Excel. Notary and SBLI certifications preferred. Regular attendance is an essential function of this position.INITIATIVE
This position performs a variety of duties ranging from supervising the daily operations of the branch to business development, loan/mortgage processing, branch facility maintenance and branch operations.
The position is also responsible for educating and communicating changes in policy and procedure to branch staff. The position works independently with guidance from manager on matters requiring clarification, interpretation or exception to organizational policies.RESPONSIBILITY
Most errors easily detected and corrected. Judgmental errors or poor decision making could cause regulatory problems or impact Bank operations. Accounts not opened correctly could allow for fraud to occur. This position has a high level of access to customer information and employee records.
Within the Bank the position has frequent contact at all levels with branch staff to exchange routine and technical information and to provide problem resolution and direction.
External contacts are with customers and civic and community leaders to sell and promote the Bank's products and services.SUPERVISION
Directly supervises 1-2; total supervised 1 to 5.
The position has responsibility for assigning, reviewing and checking work for both quality and quantity and overseeing work of employees performing work that varies from routine to diversified and somewhat technical.
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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