Universal Banker (I, II, or Sr.)

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

Job summary

Join a forward-thinking bank as a Universal Banker, where you will play a crucial role in delivering exceptional customer experiences. This position emphasizes building meaningful relationships with customers through proactive engagement and effective communication. You will be part of a dynamic retail branch team, ensuring operational efficiency while adhering to compliance standards. The role offers opportunities for personal and professional growth, making a positive impact in the community. If you are passionate about customer service and sales, this is an exciting opportunity to thrive in a supportive environment.

Benefits

Health Insurance

401(k) Plan

Paid Time Off

Professional Development Opportunities

Qualifications

• 6 months of retail banking or equivalent sales experience preferred.
• Proficient in Microsoft Office applications.

Responsibilities

• Deliver exceptional customer service and resolve inquiries promptly.
• Engage customers and build meaningful relationships.

Skills

Customer Service

Sales Experience

Communication Skills

Attention to Detail

Initiative

Education

College Degree

Equivalent Work Experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

315 Main St, Middletown, CT 06457, USA Req #1794

Thursday, May 8, 2025

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.

SUMMARY OF THE JOB:

As a Universal Banker, you’ll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank’s Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.

In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.

ESSENTIAL FUNCTIONS:

• Actively engages in immediate customer acknowledgment, meeting and greeting customers.
• Adheres to established customer service standards and provides a differentiated experience through meaningful sincere conversations.
• Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
• Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed.
• Meets/Exceeds personal sales goals in the areas of all banking products and services offered.
• Utilizes the Discovery Guide to uncover new opportunities to recommend appropriate solutions.
• Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships.
• Ensures accurate and timely documentation of activities and follow up opportunities in the appropriate banking systems.
• Understands and educates customers on alternative delivery channels including digital banking.
• Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials.
• Effectively and accurately processes an array of banking transactions including new account opening, lending and referrals to other business lines.
• Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing.
• Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
• Volunteers for special projects within the scope of your job responsibilities.
• Participates in community events and establish relationships for the benefit of the bank.
• Completes other related duties as assigned.

Minimum knowledge/skills:

• College degree or equivalent work experience preferred.
• Minimum of 6 months of Retail Banking or equivalent Sales experience.
• Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications.
• Strong verbal and written communication skills.
• Ability to effectively ask questions and identify needs to enhance the customer relationship.
• Attention to detail and the ability to execute accurately on a variety of policy and procedures.
• Ability to take initiative and work independently.
• Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.
• Ability to develop and foster a positive team/work environment.
• Ability to proactively plan the day to contribute to the overall success of branch sales and operations.
• Availability to work weekends and/or extended hours as required.
• This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

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.