Personal Banker I

AgUpdate; Windsor (CT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive Salary

Group Insurance

Pet Insurance

Paid Time Off

Tuition Reimbursement

Student Loan Paydown Program

401(k) Plan and Profit Sharing

Job summary

Windsor Federal Bank is seeking a Personal Banker I in Windsor, CT to serve as the first point of contact for customers, handle daily banking transactions, and tailor financial solutions to meet individual needs.

You will open and close accounts, advise on products like checking, savings, CDs, loans and credit cards, and support branch operations while delivering outstanding service in a community-focused environment.

Qualifications

• High school diploma or equivalent, with one to two years of banking with sales or customer service and cash handling experience preferred, or a comparable combination of education and experience.
• Proficient oral and written communication skills, both in person and on the phone.
• Strong interpersonal and teamwork skills, with the ability to build relationships and cross-sell banking services.
• Proficient computer and math skills; comfortable with Word, Excel, Outlook; attention to detail and reliability.

Responsibilities

• Provides exceptional customer service by assisting inquiries, resolving complaints, and offering tailored financial solutions.
• Processes deposits, withdrawals, check cashing and transactions accurately and efficiently.
• Balances daily transactions and reconciles discrepancies; adheres to security procedures.
• Identifies customer needs and recommends suitable products such as checking, savings, CDs, credit cards and loans.
• Opens, maintains, and closes accounts; supports branch operations and guides customers in using digital banking tools.

Job description

POSITION SUMMARY:

The Personal Banker I serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers. The Personal Banker I performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer. The Personal Banker I is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank’s products and services.

ESSENTIAL FUNCTIONS:

Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis. Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies. Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented. Builds and deepens relationships with customers to foster loyalty and retention. Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards. Supports branch operations, including handling escalations or assisting with administrative tasks. Guides customers in using digital banking tools and platforms. Supports the Bank and branch community efforts and initiatives. Ability to work a flexible schedule including weekends as needed. Performs other related duties as required.

REQUIRED EDUCATION / EXPERIENCE / SKILLS:

High school diploma or equivalent, with one (1) to two (2) years of banking with sales or customer service and cash handling experience preferred, or some comparable combination of education and experience. Proficient oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Must be a team player. Sales and relationship-building abilities. Strong customer service and communication skills. Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software. Attention to detail, excellent organizational skills, adept in technology. Excellent problem solver with decision making ability. Ability to work flexible hours, including weekends as necessary. Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards. Ability to influence people in their opinions, attitudes, or judgements about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing, or counseling setting. Exhibits a professional appearance and demeanor. Is enthusiastic, a motivated self-starter with a strong work ethic. Participates in skill and knowledge building training programs offered by the Bank and/or other outside resources.

WHY WORK AT WINDSOR FEDERAL BANK?

At Windsor Federal Bank, you not only get to take advantage of rewarding opportunities. You get to give back. We live by our motto of Customer Owned, Community Focused, whether it’s a trivia night fundraiser or Financial Wellness Fridays. Join the team. Find your fit and

BENEFITS

• Competitive Salary
• Group Insurance
• Pet Insurance
• Paid Time Off
• Tuition Reimbursement
• Student Loan Paydown Program
• 401(k) Plan and Profit Sharing

Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including paid time off, paid sick leave, holidays, participation in a 401(k) plan, and profit sharing.

Windsor Federal Bank, 270 Broad Street, Windsor, CT 06095

An Equal Opportunity Employer