Universal Banker - Float

Ascend Bank; Branford (CT); On-site; USD 25,000 - 33,000; Part time

Job summary

Ascend Bank seeks a Part-time Universal Banker-Float to serve clients face-to-face, open new accounts, and educate customers on digital channels and rewards programs. The role travels between branch locations to deliver consistent service and build relationships.

You will work with branch teams to ensure compliant, accurate transactions while leveraging CRM data for relationship growth and process improvements. Bilingual English/Spanish is a plus.

Qualifications

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

Responsibilities

• Build and maintain relationships with clients, businesses, and community organizations through in-person meetings and appointments.
• Open new accounts and assist with account maintenance.
• Ensure compliance with banking regulations and internal controls to prevent fraud.
• Use CRM to capture client interactions and identify relationship opportunities.
• Engage in ongoing training and stay informed about products and procedures.

Skills

Customer service

Relationship building

Bilingual English/Spanish

Digital literacy

Education

High School Diploma or GED

Tools

MS Office Suite

Job description

As part of the Retail Branch team, the Part-time Universal Banker-Float is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. 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 knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards.

This individual will be required to travel between all branch locations as needed.

Responsibilities:

Client Relationship Management:

• Build and maintain strong relationships with clients, local businesses, and community organizations through in person and planned appointments.
• Open new accounts, including checking, savings, and other deposit accounts. Assist with account maintenance, such as updates, closures, and changes.
• Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable.

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.
• Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud.

Performance Monitoring and Reporting:

• Contribute to the overall operational efficiency and success of the branch.
• Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency.
• Perform other duties as assigned.

Development and Training:

• Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience.
• Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates.
• Participate in daily jumpstarts with staff, planning relevant topics to share and discuss.

Digital Literacy:

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

DUTIES SUPERVISED:

Branch Sales and Service, Branch Operations, Safe Deposit

POSITIONS SUPERVISED:

N/A

EXPERIENCE:

One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint.

EDUCATION:

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: 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.

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.

Applicants requiring reasonable accommodation in the application process should notify Human Resources.