Universal Banker II - Shelton

Newtown Savings Bank; Shelton (CT); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) plan

Medical benefits

Paid time off

Disability programs

Job summary

Newtown Savings Bank in Shelton, CT is seeking a Universal Banker II to join our team. The banker will provide expert customer service, drive deposits and loan opportunities, and support branch leadership in daily operations within the Shelton branch.

The role emphasizes proactive relationship building, cross-selling banking products, processing applications, and maintaining compliance with banking regulations. Strong communication and supervisory potential are valued traits.

Qualifications

• High School Diploma or equivalent required.
• Two years of relevant customer service and/or sales experience preferred.
• Sales experience preferred.
• Banking experience preferred.
• Customer service experience preferred.
• Supervisory experience preferred.

Responsibilities

• Provide prompt and courteous service to all customers; resolve complaints or refer to Branch Management as needed.
• Solicit new business by identifying needs and recommending appropriate deposit products and services.
• Develop new account relationships and process loan and credit card applications.
• Assist in achieving branch operational and sales goals with leadership in the absence of the Customer Experience Manager.
• Assist with weekly branch scheduling to ensure adequate staffing.
• Support compliance with CIP, BSA, AML and OFAC procedures and complete training on time.
• Oversee daily branch operations including audits, teller transactions, and cash handling.
• Contribute to staff development and performance reviews; participate in staff meetings and sales initiatives.

Skills

Customer service

Sales experience

Communication skills

Problem solving

Education

High School Diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

2 days ago Requisition ID: 1939

Location: Shelton, CT
Advance your Banking career with us! Newtown Savings Bank is seeking a professional, positive, and high energy team player for the role of Universal Banker II in our Shelton branch. The Universal Banker II works with Branch Management to implement and carry out Bank policy, procedures, and goals with respect to the overall operation of the branch. This role proactively generates new deposit accounts, loan applications and investment referrals and will proactively generate leads for all banking relationships. The Universal Banker II manages the branch in the absence of Branch Management as necessary and covers other branches as directed, as well as assists with the development and coaching of staff.

PRIMARY RESPONSIBILITIES

• Provide prompt and courteous service to all external and internal customers. Courteously resolve customer complaints or properly refer them to Branch Management as needed. Use courteous telephone etiquette when answering, transferring, and calling customers. Be proactive in the greeting of lobby customers to provide excellent customer service. Create welcoming customer friendly environment.
• Proactively offer solutions and be willing to solicit new business from customers and potential customers by uncovering needs, identifying solutions, and making the appropriate recommendations. Promote the complete line of deposit products and related services to customers in an effort to reach defined goals and enhance profitability. Accurately respond to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending, Mortgage and Newtown Investment Solutions as appropriate. Assist Branch Management with motivational sales and coaching techniques in order to reach quarterly goals.
• Develop new account relationships and open accounts based on customer needs. Accept consumer and business loan and credit card applications.
• Work with Customer Experience Manager to drive staff to achieve operational and sales goals. Lead in the absence of the Customer Experience Manager including opening and closing of branch. Provide timely coaching and motivation to employees and assist in the management of performance for those who fall below the minimum operational and sales performance objectives. Support Branch Management and create an environment where employees feel engaged, supported, and valued.
• Assist with creating weekly branch schedules to ensure adequate staffing of the branch.
• Assist with the overall operational efficiency including, but not limited to audit requirements and results.
• Perform all customer information and account maintenances.
• Complete customer domestic and international wire requests within authority limits. Perform additional international transactions such as foreign currency requests and foreign cash letters.
• Monitor and process overdrafts on a daily basis and render decisions within authority by set deadline.
• Process all teller transactions in accordance with Bank policy and procedure.
• Assist Branch Management with certain administrative duties as required including, but not limited to ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed.
• Assist with overall operational efficiency as well as audit requirements and results.
• Demonstrate leadership with weekly staff meetings, business development, and sales management activities.
• Maintain knowledge and follow all CIP, BSA, AML and OFAC requirements, as set forth in the Bank's policies, procedures, and programs. Complete all compliance requirements by scheduled deadlines.
• Meet with immediate supervisor to discuss service, sales performance, employee development, and personal career growth and development as established with Branch Management.
• Provide timely coaching to branch employees and assist as needed. Provide input to Branch Management regarding performance of tellers and Universal Banker I's in branch. Assist in providing feedback for quarterly check-ins, annual employee performance evaluations and SMART goals for self.
• Support the Bank's Mission Statement, Vision Statement and demonstrate the Bank's core values.
• Meet the Bank's volunteer specifications and be involved in community activities as necessary.

POSITION REQUIREMENTS

High School Diploma or equivalent

Two years previous relevant customer service and/or sales experience

Sales experience preferred

Banking experience preferred

Customer service experience preferred

Supervisory experience preferred

Communication Skills

Must be able to communicate effectively while interacting with internal and external customers in person, on the telephone or in writing. Strong customer service skills required. Must be able to speak in small groups or one on one. Proficient in routine letters and customer correspondence.

Problem Solving Skills

Ability to apply common sense understanding to carry out functions furnished in written form or oral form. Ability to perform a variety of duties without loss of efficiency or composure. Ability to multitask as well as to perform repetitive work according to set procedures and meet deadlines. Ability to perform well under pressure.

Other Skills

Be task oriented, organized and work well in team environment. Must have the ability to listen well and follow instructions, as well as to receive guidance and supervision, and follow work rules and procedures.

Attendance

Required to work weekends and may be required to work extended hours and regular, reliable attendance is critical.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed above are designed to indicate the general nature and level of the knowledge, skill, and /or ability required. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Full-time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.

Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.