Senior Universal Banker

Ascend Bank; Middletown (CT); On-site; USD 33,000 - 40,000; Full 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 seeks a Senior Universal Banker to strengthen client relationships through in-person service and education on banking products. You will work with the Retail Branch team to deliver personalized solutions, manage risk, and ensure compliance with bank policies.

You’ll monitor performance, coach staff, and participate in community outreach to promote the brand and build lasting partnerships within Middletown and surrounding areas.

Qualifications

• Three to five years of similar or related experience.
• Proficiency in MS Office Suite, specifically Word, Excel and PowerPoint.
• High school education or GED.
• Bilingual English/Spanish desirable.

Responsibilities

• Client Relationship Management: Build and maintain relationships with clients, local businesses, and community organizations through in-person meetings and calls.
• Risk Management and Compliance: Ensure compliance with banking regulations, policies, and procedures, and assist in audits.
• Performance Monitoring and Reporting: Track branch KPIs and share insights with management using CRM data.
• Staff Development and Training: Lead and guide Universal Banker staff and identify training needs.
• Community Engagement and Outreach: Represent the bank at events and identify sponsorship opportunities.

Skills

Client relationship management

Risk management

Compliance knowledge

CRM usage

Leadership

Education

High school diploma or GED

Bilingual English/Spanish desirable

Tools

MS Office Suite

Word

Excel

PowerPoint

Job description

Senior Universal Banker

SALARIES - BACK OFFICE Full Time Middletown, CT, US

4 days ago Requisition ID: 1188

Position Overview :

As part of the Retail Branch team, the Senior 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. 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 strong knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards.

Primary Responsibilities:

Client Relationship Management:

• Build and maintain strong relationships with Clients, local businesses, and community organizations through in person, planned appointments, and outbound calling efforts with prospective and existing clients.
• Collaborate with branch team to develop and execute on relationship building strategies to ensure goal attainment and maximum satisfaction.
• Address Client inquiries and concerns in a timely and professional manner.

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.
• Assist Branch Leadership in conducting regular audits and reviews to identify potential areas of risk or non-compliance and implement corrective actions as needed.

Performance Monitoring and Reporting:

• Monitor branch performance metrics and key performance indicators (KPIs) to track progress towards goals.
• Consistently share feedback and solutions with senior management highlighting achievements, pipelines, challenges, and opportunities.
• Utilizing CRM platform to capture client interactions, analyze data to identify trends and opportunities for relationship building, process improvement, and operational efficiency.

Staff Development and Training:

• Provide leadership and guidance to Universal Banker staff, fostering a culture of continuous learning and development.
• Assists Branch Management in identifying training needs to enhance staff skills, knowledge, and client experience.
• Participate in, and conduct as directed, daily jumpstarts with staff, planning relevant topics to share and discuss.

Community Engagement and Outreach:

• Represent the bank at community events, local business associations, and civic organizations to promote our brand and build relationships.
• Identify sponsorship and partnership opportunities that align with the bank's values and strategic objectives.
• Lead or participate in community service initiatives and volunteer activities to demonstrate our commitment to social responsibility.

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

LEADERSHIP PHILOSOPHY:

• Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success.
• Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making.
• Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals

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

POSITIONS SUPERVISED :N/A

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

EDUCATION REQUIRED :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 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 - $24.00-$29.00

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.