Universal Banker/Access Banking - Guilford, United States - Guilford Savings Bank

Guilford Savings Bank Guilford, United States

2 weeks ago

Part time

Description

Job Description

POSITION DESCRIPTION:

This position is the Customer Ambassador for Guilford Savings Bank (GSB) with the overall purpose of providing superior customer service, quality, and efficiency to customers who interact with the Bank, and expand and strengthen customer relationships via various channels such as telephone, email, and chat. This position will have a thorough understanding of GSB's Retail product offerings as well as the customer's transaction requirements and be able to effectively communicate all available options to them. A Call Center Universal Banker will respond to customer inquiries, provide customer education with regards to GSBs products and services, with a heavy emphasis on providing tier one customer support for the Bank's online and mobile banking products, and make recommendations/referrals for new products that may enhance the customer relationship.

They will also be responsible for service to both new and existing customers by telephone, e-mail, live chat and other direct-to-consumer means. The position recognizes sales opportunities from incoming calls, chats, and other lead-generators and makes the appropriate cross-sell or referral to ensure customer satisfaction. The position handles all financial transactions in an efficient, friendly and accurate manner. Follows Bank policy and regulations regarding Bank Security Act (BSA), Currency Transaction Reporting (CTR), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and any others impacting front-line customer transactions.

GENERAL DESCRIPTION OF DUTIES:

With a firm understanding of the Retail bank products/services and the customer's current relationship, a UBI troubleshoots customer service problems and offers information on Bank products and services that can benefit the customer and enhance their banking relationship. Carefully evaluates the needs of potential customers and offers appropriate financial products and services resulting in referrals.

• Responds to all inbound customer communication to the Bank (internal & external) in a professional and courteous manner, following all internal policies. Navigate multiple computer applications while interacting with customers. Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business.

• Uses customer interactions as an opportunity to educate customers on Bank's products and services, including deposit accounts. Exercises sound customer service skills to identify customers' needs. Fully explains the features and benefits of the Bank's accounts and services, making appropriate referrals based on customers' needs. Provides follow-up with customer as necessary to ensure a timely resolution and customer satisfaction.

• Assists in resolving customer disputes in a friendly and timely manner.

• Responsible for utilizing the CRM and call center software to authenticate customers and maintaining a record of all inbound and outbound calls and following up as necessary.

• Acts as an expert and trusted resource for all direct-to-consumer products including online & mobile banking, mobile check deposit, bill pay, funds transfer, online statements, telephone banking, ATMs, and the Bank's corporate website, among others.

• Completes department related tasks including, but not limited to online bill pay maintenance, placing lock-out list calls, and group email inbox monitoring.

• Maintains a pulse on issues with products and services including availability (i.e., system failure). Is skilled in assisting the customer and ensures rapid notification of the problem to appropriate colleagues.

• Collaborates with other departments within the bank to promote sharing of product knowledge and workforce synergy.

• Manages multiple priorities and is accountable for own performance. Participates in quality assurance process by self-rating a sample of inbound calls weekly in conjunction with supervisor monitoring.

• Maintains a professional appearance and exhibits behavior that is in accordance with Bank policy and standards.

• Must be able to work extended hours and a changing weekly schedule, as well as Saturday hours.

• Performs other duties as required.

• Completes all required compliance training on an annual basis.

DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills.

• Information, data, and content

• Teaching learning and self-development

• Communication, collaboration, and participation

• Digital identity, safety, and security

• Technical proficiency with all bank products

• Awareness and interest in new technology

• Creation, innovation, and research

BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY:

Superior verbal and written communication skills as well as a general understanding and knowledge of banking products and services. Possesses basic proficiency with computers and current technology, and strong interpersonal, organizational, and time management skills. Previous customer contact experience is required. Proficiency in Microsoft Office (OUTLOOK, EXCEL, and WORD) is required.

EDUCATION REQUIRED: High school diploma or general education degree (GED)

EXPERIENCE REQUIRED: One + years related customer/client service experience.

MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities.

*Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.

GSB is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.

Applicants requiring reasonable accommodation in the application process should notify Human Resources.

GSB participates in E-Verify.

EOE/AA/M/F/D/V

Sales & Service Representative (Bank Teller/Universal Banker)

2 days ago

First Citizens Bank Overland Park, United States Full time

Overview: Are you a people person? Be a First Citizens person Join our Overland Park branch team and make a difference. · This full-time Sales and Service Representative role will be located at 7950 College Boulevard in Overland Park, Kansas. The successful candidate will demonst ...
Licensed Private Client Banker

1 week ago

KeyBank Guilford, United States

Job Description · Location: · 1021 Boston Post Road - Guilford, Connecticut 06437Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and ...
Universal Banker

3 weeks ago

Guilford Savings Bank Guilford, United States

Job Description · Job DescriptionPOSITION DESCRIPTION: · This position is the Client Ambassador for Guilford Savings Bank (GSB) with the overall purpose of providing superior client service, quality, and efficiency to clients who prefer face-to-face interaction with the Bank to e ...
Private Client Relationship Manager

2 weeks ago

Citizens Financial Group, Inc. Guilford, United States

· At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...
Financial Advisor

3 weeks ago

Guilford Savings Bank Guilford, United States

Job Description · Job DescriptionAbout Grey Ledge Advisors: · Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 175-ye ...
Application & Business Systems Analyst

3 weeks ago

Guilford Savings Bank Guilford, United States

Job DescriptionJob Description · POSITION DESCRIPTION: · Dynamic fast paced position working for a well-renowned community bank utilizing the latest technology and opportunities for future growth in the technology field. · The Application and Business Systems Analyst optimizes ...
Universal Banker

3 weeks ago

Mygsb Guilford, United States

This position is the Client Ambassador for Guilford Savings Bank (GSB) with the overall purpose of providing superior client service, quality, and efficiency to clients who prefer face-to-face interaction with the Bank to expand and strengthen client relationships across all GSB ...
Universal Banker

3 weeks ago

Guilford Savings Bank Guilford, United States

Job Description · Job Description · POSITION DESCRIPTION: · This position is the Client Ambassador for Guilford Savings Bank (GSB) with the overall purpose of providing superior client service, quality, and efficiency to clients who prefer face-to-face interaction with the Bank ...
Financial Advisor

3 weeks ago

Mygsb Guilford, United States

Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 175-year-old mutual savings bank in Guilford, CT. Our clients includ ...
IS Specialist I

3 weeks ago

Guilford Savings Bank Guilford, United States

Job Description · Job DescriptionPOSITION DESCRIPTION: · The Information Systems Specialist participates in the administration of the LAN/WAN, PC systems, servers, software applications and associated hardware. Assists in necessary maintenance and upgrades, security and audit con ...
Private Client Financial Advisor

2 weeks ago

CFA Institute Branford, United States

· At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. · In this role, you'll deepen relationships with your clients by collaborating with peers across banking, len ...
Universal Banker

2 weeks ago

Liberty Bank (Connecticut) Madison, United States

At 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 ...
Private Client Financial Advisor

3 weeks ago

Citizens Branford, United States

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
Mortgage Banker

2 weeks ago

The Federal Savings Bank Hamden, United States

Now Hiring Experienced Mortgage Bankers in · Hamden, CT The Federal Savings Bank is a veteran-owned, federally chartered private bank with loan production offices nationwide.At The Federal Savings Bank, we have built strong relationships with a local realtors and builders across ...
Private Client Banker

1 week ago

KeyBank Clinton, United States

Job Description · Location: · 250 East Main Street - Clinton, Connecticut 06413Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and w ...
Universal Banker

2 weeks ago

Liberty Bank (Connecticut) Wethersfield, United States

At 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 ...
Guest Service Supervisor

1 week ago

Global Partners North Haven, United States

Job Description: · Now Hiring for Guest Service Supervisors - Full-time and/or Part-time · About Global Partners LP · With nearly 1,600 locations, primarily in the Northeast, Global is one of the largest independent owners, suppliers and operators of gasoline stations and conv ...
Licensed Private Client Banker

2 weeks ago

KeyCorp Wallingford, United States

Licensed Private Client Banker - Wallingford Branch page is loaded · Licensed Private Client Banker - Wallingford Branch · Apply · locations · Wallingford, CT · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R-24003 · Location:741 North Co ...
Assistant Branch Manager

1 week ago

JCW Connecticut, United States

JCW is currently recruiting on behalf of a community bank with branches across Fairfield county seeking Assistant Branch Managers to join their teams. · To be successful you should have: · 3+ years of experience working in a retail bank · Experience as a universal banker or in b ...
Lead CSR/Teller

2 weeks ago

Fifth Third Bank Middletown, United States Full time

Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Provide excellent customer service in all interactions. Refer customers to the appropr ...