Universal Banker

Bluestone Bank; Plainville (MA); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Competitive salary and incentives

Medical, dental, and vision coverage

Employer matching 401k plan

Tuition reimbursement

Paid time off and holidays

Job summary

Bluestone Bank in Massachusetts seeks a Universal Banker to serve as the financial relationship to every customer entering the branch. You will educate customers on bank services, open appropriate products, and help with teller transactions while building strong local relationships.

The role offers progression from Trainee to Senior Universal Banker with training and competitive pay. Availability on Saturday mornings is required, and compensation starts at $18.50/hour, with higher tiers for

Qualifications

• Six months or more of customer service experience.
• High school Diploma or equivalent.
• Possesses strong customer service and excellent communications skills.
• Ability to quickly learn and properly use various software programs.
• Bilingual in Spanish or Portuguese is a plus.

Responsibilities

• Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank’s systems needed to effectively service customers. Researches and resolves customer inquiries and problems.
• Adheres to compliance regulations and operational policies and procedures.
• Cross-sells Bank products and services to meet customer needs.
• Processes financial transactions accurately and timely, balances within percentage guidelines.
• Assists with day-to-day operations of the branch.
• Provides coverage at any location required.
• Performs additional duties as requested.

Skills

Customer service

Communication skills

Software literacy

Bilingual Spanish/Portuguese

Education

High school diploma or equivalent

Job description

Description

Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let’s get there, together!

About

In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive:

• A competitive salary with performance-based incentives.
• Comprehensive medical with deductible reimbursement, dental, and vision coverage.
• An employer matching 401k plan.
• Training and professional development opportunities, including tuition reimbursement.
• Work life balance with paid time off, paid volunteer hours, and 11 paid holidays.

As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required.

Do you have no experience?

We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour.

Do you have a year or more of experience?

For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $20.50 per hour.

Do you have three years or more of experience?

The right person can start at our highest tier – Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank’s systems needed to effectively service customers. Researches and resolves customer inquiries and problems.
• Adheres to compliance regulations and operational policies and procedures.
• Cross-sells Bank products and services to meet customer needs.
• Processes financial transactions accurately and timely, balances within percentage guidelines.
• Assists with day-to-day operations of the branch.
• Provides coverage at any location required.
• Performs additional duties as requested.

The pay range for this position $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws.

Requirements

• Six months or more of customer service experience.
• High school Diploma or equivalent.
• Possesses strong customer service and excellent communications skills.
• Ability to quickly learn and properly use various software programs.
• Bilingual in Spanish or Portuguese is a plus.