Banking Services & Sales Specialist I

ADP, Inc.; Winsted (CT); On-site; USD 42,000 - 54,000; Full time

Job summary

ADP, Inc. in Connecticut seeks a Universal Banker I to deliver exceptional customer service while handling transactions accurately. You will identify sales opportunities, cross-sell bank products, and refer customers to branch sales teams, brokerage personnel, and other channels.

You will work with the team to meet sales goals, maintain records, and develop relationships. The role requires strong communication, problem solving, and a willingness to learn banking policies and procedures.

Qualifications

• High school diploma or equivalent required.
• Minimum of 6 months to 1 year of relevant banking or sales experience.
• Strong communication, problem solving and organizational skills.

Responsibilities

• Generate business and deepen customer relationships with branch team.
• Support branch sales and achieve personal referral goals.
• Cross-sell banking products and refer to specialists as needed.
• Handle routine transactions: deposits, withdrawals, payments and checks.
• Adhere to policies, procedures and regulatory guidelines.

Skills

Customer service

Sales skills

Cross-selling

Communication

Problem solving

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

ADP, Inc. in Connecticut seeks a Universal Banker I to deliver exceptional customer service while handling transactions accurately. You will identify sales opportunities, cross-sell bank products, and refer customers to branch sales teams, brokerage personnel, and other channels.

You will work with the team to meet sales goals, maintain records, and develop relationships. The role requires strong communication, problem solving, and a willingness to learn banking policies and procedures.