Universal Banker II - Trumbull

Newtown Savings Bank•Trumbull, CT

12d•$23 - $33•Onsite

About The Position

Newtown Savings Bank is seeking a professional, positive, high-energy team player to work as a Universal Banker II in its Trumbull branch. Working with Branch Management, the role helps implement and carry out bank policy, procedures, and goals for overall branch operations. The Universal Banker II proactively develops deposit accounts, loan applications, investment referrals, and leads for banking relationships. The position may manage the branch in the absence of Branch Management, cover other branches as directed, and assist with staff development and coaching. The role combines customer service, sales, account opening and maintenance, teller transactions, compliance, branch operations, and staff leadership. It supports operational and sales goals, contributes to employee engagement and performance, and participates in community activities in accordance with the Bank’s volunteer specifications. Weekend work is required, and extended hours may be required.

Requirements

High school diploma or equivalent.
Two years of 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 and proficiency with 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 established procedures, meet deadlines, and perform under pressure.
Task-oriented, organized, and able to work well in a team environment.
Ability to listen, follow instructions, receive guidance and supervision, and follow work rules and procedures.
Ability to perform each essential duty satisfactorily, with reasonable accommodations available to enable individuals with disabilities to perform essential functions.
Must work weekends; extended hours may be required.
Regular, reliable attendance is critical.

Nice To Haves

Sales experience preferred.
Banking experience preferred.
Customer service experience preferred.
Supervisory experience preferred.

Responsibilities

Provide prompt, courteous service to internal and external customers, resolve complaints or refer them to Branch Management, use professional telephone etiquette, and proactively welcome lobby customers.
Identify customer needs, recommend appropriate solutions, solicit new business, promote deposit products and related services, respond to inquiries, and identify sales opportunities.
Refer customers to Commercial Lending, Mortgage, and Newtown Investment Solutions as appropriate.
Assist Branch Management with sales motivation and coaching to achieve quarterly goals.
Develop new account relationships and open accounts based on customer needs.
Accept consumer and business loan and credit card applications.
Work with the Customer Experience Manager to drive operational and sales goals; lead in the manager’s absence, including opening and closing the branch.
Coach and motivate employees, assist with performance management, and support an engaged and valued staff.
Assist with preparing weekly branch schedules to ensure adequate staffing.
Support operational efficiency and audit requirements, including addressing audit results.
Perform customer information and account maintenance.
Complete domestic and international wire requests within authority limits, and process foreign currency requests and foreign cash letters.
Monitor and process overdrafts daily and make decisions within authority by the established deadline.
Process teller transactions according to Bank policy and procedures.
Assist with administrative and daily operations, including ATM balancing, night drop processing, and branch balancing.
Demonstrate leadership through weekly staff meetings, business development, and sales management activities.
Follow CIP, BSA, AML, and OFAC requirements and complete compliance requirements by scheduled deadlines.
Meet with the immediate supervisor to discuss service, sales performance, employee development, and personal career growth.
Provide employee coaching and input to Branch Management on the performance of tellers and Universal Banker I employees; assist with quarterly check-ins, annual evaluations, and SMART goals for self.
Support the Bank’s mission, vision, and core values.
Meet the Bank’s volunteer specifications and participate in community activities as necessary.