UNIVERSAL BANKER 1

Northwest Community Bank•Watertown, CT

About The Position

Under the supervision of the Assistant Branch Manager 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.

Requirements

High school diploma or equivalent required with 6 months to 1 year of relevant experience in banking, retail or sales.
Must possess strong communication, problem solving, and organizational skills.
Proven ability to interact in a positive and professional manner with customers and peers.
Knowledgeable in all Bank policies and regulations related to branch transactions.
Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint.
Must be able to work extended or weekend hours.
Regular attendance is an essential function of this position.

Nice To Haves

Supervisory experience preferred.

Responsibilities

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.
Able to conduct all account opening/maintenance functions.
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.
Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.
Perform operational functions and adhere to the policy and procedure as outlined in our Bank’s manuals (i.e., Reg. CC, BSA, 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.
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.