Relationship Banker

unibank•Sutton, MA
•Onsite

About The Position

UniBank is hiring a full-time Relationship Banker at its Sutton North Branch. The role provides customer service, sales, and relationship management while meeting or exceeding established goals. The Relationship Banker develops customer relationships through knowledge of UniBank’s products and services and its customer service delivery process. The position combines teller and platform transactions, account opening, consumer loan applications, cross-selling, customer issue resolution, branch security, and community outreach. The banker is expected to follow bank policies and procedures and comply with applicable laws, regulations, and corporate policies. This position is not subject to SAFE Act registration requirements. The estimated base hourly rate is $21.00 to $25.00. The final offer depends on factors including skills, education, experience, and certifications, as well as internal pay equity.

Requirements

  • High school diploma or equivalent.
  • Experience with cash handling, customer service, and sales.
  • Strong verbal, written, mathematical, customer service, sales, PC, and operational skills.
  • Ability to work independently and in a team environment.

Nice To Haves

  • Associate degree preferred.
  • Previous retail banking experience preferred.

Responsibilities

  • Provide excellent customer service and build rapport and loyalty with customers.
  • Serve as customers’ single point of contact for UniBank products and services.
  • Process teller and platform transactions quickly and accurately in accordance with bank policies.
  • Cross-sell products and services and make appropriate referrals to other staff and departments.
  • Verify transactions and balance the cash drawer at the end of an assigned shift; seek help to resolve discrepancies.
  • Perform branch security functions, including opening and closing the bank and vault and helping ensure the safety and security of the bank grounds.
  • Open new accounts, certificates of deposit, and other bank products; answer questions, provide account-opening information, and ensure paperwork is completed and entered into the computer system.
  • Take consumer loan applications, with a focus on cross-selling other bank products and services.
  • Retain existing customers and develop new customer relationships.
  • Implement sales strategies, including for new products and services, and participate in business development and outreach as directed by management.
  • Proactively resolve customer complaints.
  • Work with the team on projects such as employee contests and sales programs.
  • Follow established standards, policies, and procedures and comply with applicable laws, regulations, and corporate policies, particularly those concerning branch operations and security.
  • Maintain community visibility and participate in community and networking events.
  • Perform other duties as assigned.
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