Traveling Universal Banker: Build Relationships & Solutions

Ascend Bank; Branford (CT); On-site; USD 42,000 - 56,000; Full time

Job summary

Ascend Bank is seeking a Universal Banker-Float in Branford, CT to deliver exceptional client service face-to-face across branch locations. The role involves opening accounts, processing deposits, and educating clients on digital channels and debit card rewards while maintaining accuracy and compliance.

Travel between branches is required to meet client needs and support sales delivery. The candidate should have 1–3 years of experience, strong MS Office skills, and bilingual English/Spanish is a

Qualifications

• One to three years of similar or related experience.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint).
• High school education or GED.
• Bilingual English/Spanish is a desirable attribute.

Responsibilities

• Build and maintain relationships with clients and local businesses through in-person visits and planned appointments.
• Open new accounts (checking, savings, and other deposits) and assist with maintenance (updates, closures, changes).
• Address client inquiries promptly, involving Branch Management as needed.
• Follow banking regulations, policies, and internal controls to prevent fraud and ensure accuracy of transactions.
• Utilize CRM to capture client interactions and create opportunities for relationship growth and process improvement.

Skills

Client relationships

Regulatory compliance

CRM usage

Digital literacy

MS Office

Education

High school diploma

Tools

CRM software

Job description

Ascend Bank is seeking a Universal Banker-Float in Branford, CT to deliver exceptional client service face-to-face across branch locations. The role involves opening accounts, processing deposits, and educating clients on digital channels and debit card rewards while maintaining accuracy and compliance.

Travel between branches is required to meet client needs and support sales delivery. The candidate should have 1–3 years of experience, strong MS Office skills, and bilingual English/Spanish is a