Universal Banker (I, II, or Sr.)

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

Job summary

An established industry player is seeking a Universal Banker to deliver exceptional customer experiences and deepen relationships. In this dynamic role, you will engage with customers, process transactions, and help set up new accounts while achieving sales goals. You will be a vital part of the Retail Branch team, using your skills to build trust and rapport with customers. This position offers a chance to thrive in a supportive environment that values diversity and community engagement. If you're self-motivated and passionate about customer service, this opportunity is perfect for you.

Qualifications

• Minimum of six months Branch Banking or equivalent experience required.
• Proficient computer skills including Microsoft Office applications.

Responsibilities

• Deliver an outstanding customer experience and deepen relationships.
• Process customer transactions and assist with inquiries professionally.

Skills

Customer relationship management

Sales skills

Communication skills

Multitasking

Problem-solving

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.
• Delivers an outstanding customer experience.
• Participate in the successful set up of all new customer accounts, accurate and efficient processing of all over-the-counter transactions, originate consumer lending applications, and assist customers with inquiries or problem resolution in a professional manner. Perform a full range of customer service transactions.
• Create collaborative partnerships within the Liberty Bank team and community to successfully meet the goals and objectives of the organization and 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.