UNIVERSAL BANKER 1

Northwest Community Bank•Avon, CT

13h•Onsite

About The Position

Under the supervision of the Assistant Branch Manager or other supervisors and/or manager, the Universal Banker I is responsible for providing exceptional customer service while conducting transactions accurately and in a timely manner. The Universal Banker I is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker I is expected to identify sales opportunities, cross-sell products and services, including referrals to the branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross-training/personal development.

Requirements

High school diploma or equivalent required.
6 months to 1 year of relevant experience in banking, retail or sales.
Strong communication, problem solving, and organizational skills.
Proven ability to interact in a positive and professional manner with customers and peers.
Knowledgeable in all Bank policies and regulations related to branch transactions.
Full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint.
Must be able to work extended or weekend hours.
Regular attendance is an essential function of this position.

Nice To Haves

Supervisory experience preferred.
May maintain and oversee wire authority of up to $50,000.
May interview and complete consumer loan applications.
May perform preliminary underwriting.
May close consumer loans.
May be registered for an NMLS number.
Maintains a unique Identifier number through the NMLS Federal Registry.
Responsible to provide the unique NMLS number to mortgage applicants as required and requested.
May interview customers and complete mortgage applications.
May perform preliminary mortgage underwriting functions.
Must have an NMLS number.
May complete wire transfers.

Responsibilities

Actively support branch sales and contribute to team sales goal attainment.
Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.
Maintain current and accurate records of sales tracking results.
Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.
Cross-sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates, by identifying customer needs and providing solutions.
Conduct all account opening/maintenance functions.
Provide efficient, effective, and courteous customer service, acknowledging customers immediately, making eye contact, using the customer’s name, and giving undivided attention.
Build customer relationships to encourage business retention.
Complete all work with accuracy and in a timely manner.
Address customer complaints and escalate them to a supervisor as appropriate.
Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scanning daily work.
Perform operational functions and adhere to policy and procedure as outlined in Bank manuals (e.g., Reg. CC, BSA).
Balance transactions and cash at the end of the day and participate in the branch settlement.
Balance ATM, Coin Machine, and Cash Vault.
Perform functions such as answering the phone, filing, safe deposit box escort, and audits.
Serve as receptionist when needed (Winsted Branch Only).
Perform all duties in accordance with prescribed regulatory compliance guidelines.
Assist in new hire onboarding.
Continuously strive to improve personal development through policy, product, and banking knowledge.
Maintain current knowledge of the Bank’s products and services as well as policies and procedures.
Attend relevant seminars and courses to update and advance knowledge and skills.
Volunteer for special projects within the scope of job responsibilities, including CRA eligible activities.
Participate in community events and professional relationships for the benefit of the bank.