Traveling Universal Banker: Relationships & Solutions

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

Job summary

Ascend Bank is seeking a Universal Banker-Float to provide face-to-face service, open and maintain accounts, and educate clients on digital channels and debit rewards. The role requires travel between branch locations and a focus on regulatory compliance and risk management.

Ideal candidates have 1–3 years of related experience, strong MS Office skills, and bilingual English/Spanish in an inclusive, community-focused banking environment.

Qualifications

• 1–3 years of similar or related experience.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint).
• Bilingual proficiency in English/Spanish is desirable.

Responsibilities

• Build and maintain strong relationships with clients, local businesses, and community organizations.
• Open new accounts and assist with account maintenance.
• Address client inquiries in a timely and professional manner.
• Utilize CRM to capture client interactions and create opportunities for relationship building.

Skills

Client relationship management

CRM usage

Digital literacy

Digital channels familiarity

Education

High school diploma or GED

Tools

MS Office

Word

Excel

PowerPoint

Job description

Ascend Bank is seeking a Universal Banker-Float to provide face-to-face service, open and maintain accounts, and educate clients on digital channels and debit rewards. The role requires travel between branch locations and a focus on regulatory compliance and risk management.

Ideal candidates have 1–3 years of related experience, strong MS Office skills, and bilingual English/Spanish in an inclusive, community-focused banking environment.