Universal Banker (I, II, or Sr.)

Liberty Bank; Cheshire (CT); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Universal Banker to enhance customer experiences and foster lasting relationships. This role involves actively engaging with customers, processing transactions, and referring them to appropriate services. By leveraging strong communication skills and a customer-focused approach, you will play a vital role in achieving sales goals and contributing to the bank's mission. Join a team that values diversity and inclusion, and be part of a forward-thinking organization dedicated to providing exceptional service and support to its community.

Qualifications

• Minimum of six months Branch Banking or equivalent experience required.
• Self-motivated with multitasking and organizational skills.

Responsibilities

• Deliver outstanding customer experiences and deepen relationships.
• Participate in setting up new customer accounts and processing transactions.

Skills

Customer Relationship Management

Sales Skills

Verbal Communication

Written Communication

Multitasking

Problem Resolution

Trust Building

Education

High School degree or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

At Liberty, we are proud to integrate our Diversity, Equity and Inclusion (DE&I) throughout all functions and areas of the Bank in order to maximize our impact and exceed goals. We believe that deepening our DE&I strategies in the workplace and communities we serve creates a much better place to work for our teammates and a safe place where our customers are connected and supported. We take pride in promoting through initiatives and investment a socially responsible and sustainable future.

SUMMARY OF THE JOB:

As a Universal Banker, you’ll take a lead role in delivering an exceptional customer experience daily that is consistently aligned with Liberty Bank’s Vision, Mission, and Core Values. Through the use of the Customer Experience Discovery Guide, this position builds a thorough profile for each customer and maintains frequent face-to-face, phone, or email contact in an effort to grow and deepen customer relationships. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. Pursuing work with energy and focus, you’ll help acquire new customers by actively soliciting referrals and developing internal and external resources. Additionally, Universal Bankers maintain existing customer relationships by servicing customers as needed, processing transactions, and referring customers to other areas within the bank as appropriate.

ESSENTIAL FUNCTIONS:

• Deepening customer relationships and achieving sales goals through daily activities, disciplines, and behaviors.
• Delivering an outstanding customer experience.
• Participating in the successful setup of all new customer accounts, accurate and efficient processing of all over-the-counter transactions, originating consumer lending applications, and assisting customers with inquiries or problem resolution in a professional manner.
• Creating collaborative partnerships within the Liberty Bank team and community to successfully meet the goals and objectives of the organization and the needs of our customers.

MINIMUM REQUIREMENTS:

• High School degree or GED required.
• Minimum of six months Branch Banking or equivalent experience.
• Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust, rapport, and build lasting relationships.
• Self-motivated with the ability to multitask effectively.
• Ability to organize and prioritize workflow, including excellent organization and follow-through skills.
• Proficient computer skills including Microsoft Word, Excel, Outlook, and other related applications.
• Effective verbal and written communication skills.
• Availability to work weekends and/or extended hours as required to run the business.
• This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Liberty Bank, you will be required to either register on NMLS or to update your existing registration as necessary to grant access to and reflect your employment with Liberty Bank. Your continued employment in this position with Liberty Bank is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

PHYSICAL REQUIREMENTS:

• General Office Equipment.
• Keyboard Dexterity.
• Lifting/carrying up to 25 lbs.
• Use of general office equipment.
• Ability to travel.

COMPLIANCE:

Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The bank shall provide equal employment opportunity to all qualified persons and continue to recruit, hire, train, and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.

Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.