Part-Time Universal Banker

Ascend Bank; Northford (CT); On-site; USD 26,000 - 35,000; Part time

Benefits offered by this job

Medical, dental and vision insurance

401(k) with employer match

Paid time off

Paid holidays

Other fringe benefits

Job summary

Ascend Bank is seeking a Part-Time Universal Banker in Northford, CT to deliver face-to-face client service and expand relationships.

The role involves opening accounts, handling deposits, and educating clients about digital channels and debit rewards programs while ensuring compliance with bank policies and risk controls.

Qualifications

• One to three years of similar or related experience.
• Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint.
• A high school education or GED.

Responsibilities

• Build and maintain relationships with clients, local businesses, and community organizations through in person and planned appointments.
• Open new accounts, including checking and savings; assist with account maintenance and changes.
• Address client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable.
• Ensure compliance with banking regulations, policies, and procedures.
• Follow internal controls and audit procedures to ensure accuracy of financial transactions and prevent fraud.
• Contribute to operational efficiency and use CRM to capture client interactions for relationship building and process improvement.
• Participate in branch meetings and training to stay informed about new products and services.
• Work with branch staff and other departments to ensure a positive client experience.

Skills

Client relationship management

Retail banking

Communication skills

Digital literacy

Education

High school education or GED

Tools

MS Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Part-Time Universal Banker

SALARIES - NORTHFORD Part Time Northford, CT, US

2 days ago Requisition ID: 1189

Position Overview:

As part of the Retail Branch team, the Universal Banker is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client’s needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards.

Responsibilities:

Client Relationship Management:

• Build and maintain strong relationships with clients, local businesses, and community organizations through in person and planned appointments.
• Open new accounts, including checking, savings, and other deposit accounts. Assist with account maintenance, such as updates, closures, and changes.
• Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable.

Risk Management and Compliance:

• Ensure compliance with all banking regulations, policies, and procedures.
• Implement effective risk management practices to safeguard the bank's assets and reputation.
• Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud.

Performance Monitoring and Reporting:

• Contribute to the overall operational efficiency and success of the branch.
• Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency.
• Perform other duties as assigned.

Development and Training:

• Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience.
• Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates.
• Participate in daily jumpstarts with staff, planning relevant topics to share and discuss.

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

DUTIES SUPERVISED:Branch Sales and Service, Branch Operations, Safe Deposit

POSITIONS SUPERVISED:N/A

EXPERIENCE:One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint.

EDUCATION:A high school education or GED. Bilingual proficiency (English/ Spanish) is considered a desirable attribute.

PHYSICAL REQUIREMENTS:Must be able to stand for extended periods.

*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.

Position Wage Range - $18.91 - $25.22

Benefits include medical, dental and vision insurance, 401(k) with employer match, paid time off, paid holidays and other fringe benefits. Note that specific benefit entitlements are dictated by the terms of the plan documents and may be changed at the sole discretion of the Company.

Ascend Bank 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.