Traveling Universal Banker: Client Relationships & Solutions

Ascend Bank; Northford (CT); On-site; USD 42,000 - 64,000; Full time

Job summary

Ascend Bank seeks a Universal Banker-Float to provide face-to-face client service, expand relationships, and process a variety of banking transactions. The role educates clients on digital channels and debit card rewards, while ensuring accuracy and compliance with bank policies.

The position requires 1–3 years of related experience, MS Office proficiency, and bilingual English/Spanish is a desirable attribute. Travel between branch locations is required as needed.

Qualifications

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

Responsibilities

• Build and maintain strong client relationships with individuals, local businesses, and community organizations.
• Open new accounts and assist with account maintenance (updates, closures, changes).
• Ensure compliance with banking regulations, policies, and procedures.

Skills

Customer service

Relationship building

Digital literacy

Education

High school diploma or GED

Bilingual English/Spanish desirable

Tools

MS Office

CRM platform

Job description

Ascend Bank seeks a Universal Banker-Float to provide face-to-face client service, expand relationships, and process a variety of banking transactions. The role educates clients on digital channels and debit card rewards, while ensuring accuracy and compliance with bank policies.

The position requires 1–3 years of related experience, MS Office proficiency, and bilingual English/Spanish is a desirable attribute. Travel between branch locations is required as needed.