Relationship Banker

UniBank for Savings; Worcester (MA); On-site; USD 29,000 - 34,000; Full time

Job summary

UniBank is seeking a full-time Relationship Banker in Worcester, MA, across from Polar Park. The role combines customer service with sales and relationship management, serving as the single point of contact for UniBank products and services.

You will open new accounts, handle teller and platform transactions, and cross-sell bank products while delivering a high-touch experience in a community-focused environment.

Qualifications

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

Responsibilities

• Greet customers and build rapport to drive loyalty.
• Serve as customers' single point of contact for UniBank products.
• Process teller and platform transactions with accuracy and speed.
• Cross-sell products and refer to other staff to meet customer needs.
• Open new accounts, CDs, and other UniBank products with proper paperwork.
• Take consumer loan applications with cross-selling focus.
• Retain existing customers and develop new relationships.
• Participate in community events and outreach as directed by management.
• Adhere to standards, policies and procedures; ensure security and compliance.

Skills

Customer service

Sales

Relationship building

Communications

Bilingual

Education

High school diploma or equivalent

Associate degree preferred

Tools

POS system

PC skills

Job description

We have a Unique opportunity to join our team as a full-time Relationship Banker based in our newest Branch location in Worcester, across from Polar Park! We are group of talented, professional individuals passionate about supporting our customers and co-workers. We’re looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about forming relationships with customers, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for – then come join us!

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 andparticipates in business development and outreachas 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.
• Bilingual or multilingual fluency preferred.
• Must have strong verbal, written, math, customer service, sales, PC and operational skills.
• Ability to work independently and in a team environment

About UniBank

We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule.

We are unique. Unique to people. Unique to business. Unique to local government.

We are UniBank. Bank Different. Bank Unique.

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.

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.

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.