Universal Banker I - Multiple Locations

Newtown Savings Bank•Newtown, CT

7d•$19 - $25•Onsite

About The Position

Newtown Savings Bank is seeking a professional, positive, high-energy team player for the Universal Banker I role at its Plaza South (Newtown) and Monroe branches. Working with Branch Management, the Universal Banker I implements and carries out Bank policies, procedures, and goals for branch operations. The role proactively develops deposit accounts, loan applications, investment referrals, and leads for banking relationships, and may provide coverage at other branches as needed. The position provides customer service, develops consumer account relationships, supports sales and business development, processes teller transactions and domestic wire requests within authorized limits, and assists with branch administration and operational efficiency. It also supports staff engagement and branch management activities, follows applicable compliance requirements, participates in community activities as necessary, and supports the Bank’s mission, vision, and core values.

Requirements

High school diploma or equivalent.
Previous relevant customer service and/or sales experience.
Ability to communicate effectively with internal and external customers in person, by telephone, and in writing.
Strong customer service skills.
Ability to speak in small groups or one-on-one.
Proficiency in routine letters and customer correspondence.
Ability to apply common-sense understanding to written or oral instructions.
Ability to perform varied duties without losing efficiency or composure, multitask, perform repetitive work according to procedures, meet deadlines, and work well under pressure.
Task-oriented, organized, and able to work in a team environment.
Ability to listen, follow instructions, receive guidance and supervision, and follow work rules and procedures.
Required to work weekends; may be required to work extended hours.
Regular, reliable attendance is critical.

Nice To Haves

Customer service experience preferred.
Sales experience preferred.

Responsibilities

Provide prompt and courteous service to internal and external customers; resolve complaints or refer them to Management as appropriate.
Use courteous telephone etiquette and proactively greet lobby customers to create a welcoming, customer-friendly environment.
Identify customer needs, recommend suitable solutions, solicit new business, promote deposit products and related services, respond to inquiries, and identify sales opportunities.
Refer customers to appropriate sales representatives, Commercial Lending, Mortgage, or Newtown Investment Solutions.
Develop new account relationships and open consumer accounts based on customer needs; accept consumer credit card applications.
Complete domestic wire requests within authority limits.
Process teller transactions in accordance with Bank policies and procedures, obtaining supervisor approval for transactions outside authority limits.
Perform customer information and account maintenance.
Assist Branch Management with administrative duties such as ATM balancing, night drop processing, branch balancing, and other daily branch operations.
Assist with the overall operational efficiency of the branch.
Adhere to the weekly staff schedule and support an environment where employees feel engaged, supported, and valued.
Assist with weekly staff meetings, business development, and sales management activities.
Maintain knowledge of and follow CIP, BSA, AML, and OFAC requirements; complete compliance requirements by scheduled deadlines.
Meet with the immediate supervisor to discuss service, sales performance, employee development, and personal career growth and development.
Support the Bank’s Mission Statement, Vision Statement, and core values.
Meet the Bank’s volunteer specifications and participate in community activities as necessary.