Senior Universal Banker

Ascend Bank•Middletown, CT

10d•$24 - $29

About The Position

As part of the Retail Branch team, the Senior Universal Banker provides face-to-face client service to expand and strengthen client relationships. The role educates clients about Ascend Bank sales and service options, including digital channels and debit card reward programs, and recommends banking solutions that match their needs. It requires knowledge of client experience, relationship development, retail sales, loss mitigation, and compliance with bank policies, procedures, and quality standards. The position supports branch performance and risk management, helps develop and guide Universal Banker staff, and represents the bank in community engagement activities. It uses a CRM platform to capture client interactions and identify trends and opportunities for relationship building, process improvement, and operational efficiency.

Requirements

Three to five years of similar or related experience.
Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint.
High school education or GED.
Ability to stand for extended periods.

Nice To Haves

Bilingual proficiency in English and Spanish.

Responsibilities

Build and maintain relationships with clients, local businesses, and community organizations through in-person meetings, planned appointments, and outbound calls to prospective and existing clients.
Collaborate with the branch team on relationship-building strategies to meet goals and maximize client satisfaction.
Address client inquiries and concerns in a timely and professional manner.
Ensure compliance with banking regulations, policies, and procedures.
Implement risk management practices to safeguard the bank’s assets and reputation.
Assist Branch Leadership with audits and reviews to identify risk or non-compliance and implement corrective actions.
Monitor branch performance metrics and KPIs to track progress toward goals.
Share feedback and solutions with senior management, including achievements, pipelines, challenges, and opportunities.
Use the CRM platform to record client interactions and analyze data for relationship-building, process-improvement, and operational-efficiency opportunities.
Provide leadership and guidance to Universal Banker staff and foster continuous learning and development.
Assist Branch Management in identifying staff training needs.
Participate in and, as directed, conduct daily staff jumpstarts and plan relevant discussion topics.
Represent the bank at community events, local business associations, and civic organizations.
Identify sponsorship and partnership opportunities aligned with the bank’s values and strategic objectives.
Lead or participate in community service initiatives and volunteer activities.