Float Relationship Banker

UniBank for Savings; Uxbridge (MA); On-site; USD 28,929 - 34,440; Full time

Job summary

UniBank for Savings in Uxbridge, Massachusetts is seeking a dedicated customer service representative to manage sales and relationships while exceeding established goals. The role requires performing various transactions accurately and maintaining high customer satisfaction.

Ideal candidates will possess strong communication skills, experience in cash handling, and a commitment to customer loyalty. Compensation ranges from $21.00/hr to $25.00/hr, with emphasis on employee growth and competitive pay.

Qualifications

• Experience with cash handling, customer service, and sales required.
• Previous experience in retail banking preferred.
• Strong verbal, written, math, customer service, sales, and operational skills.

Responsibilities

• Responsible for all customer service duties including sales and relationship management.
• Process teller and platform transactions quickly and accurately.
• Cross-sell products and services, ensuring customer needs are met.
• Open new accounts, provide information, and ensure proper paperwork.
• Proactively resolve customer complaints and adhere to bank policies.

Skills

Customer service

Sales

Cash handling

Communication skills

Teamwork

Education

High school diploma or equivalent

Associates Degree preferred

Job description

Position Overview

Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the UniBank delivery process and product knowledge to develop customer relationships by performing the following essential duties.

Primary Accountabilities

• Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
• Serve as customers' single point of contact on all UniBank products and services.
• Services customers by processing a variety of teller and platform transactions quickly with minimal or no errors according to established bank policies.
• Cross sells products and services and makes appropriate referrals to other staff members and departments to ensure customer needs are met.
• Verifies all transactions and proves cash drawer upon completion of assigned shift to ensure compliance with UniBank Standards of Performance Policy. Seeks assistance as needed to resolve proof discrepancies.
• Performs security function by opening and closing bank and vault and ensuring overall safety and security of bank grounds.
• Opens new accounts, certificates of deposit, and all other products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
• Takes consumer loan applications with a focus on cross‑selling other bank products and services.
• Retains existing customers and develops new customer relationships.
• Implements all sales strategies, including new products and services and participates in business development and outreach as directed by management.
• Proactively resolves customer complaints.
• Works in a team setting on various projects including employee contests, sales programs, etc.
• Adhere to established standards, policies and procedures.
• Deliver strong community visibility.
• Participate in community and networking events
• Responsible for compliance with all laws, regulations, and corporate policies with specific adherence to branch operations, security and procedures.
• Other duties as assigned.

Knowledge, Skills, Education and Work Experience

• High school diploma or equivalent required; Associates Degree preferred.
• Experience with cash handling, customer service, and sales required.
• Previous experience retail banking preferred.
• Must have strong verbal, written, math, customer service, sales, PC and operational skills.
• Ability to work independently and in a team environment

Compensation

UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated base hourly rate for this position is $21.00/hr to $25.00/hr. Final hourly offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions.

Legal Notice

This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.

EEO Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.