Part-Time Universal Banker

Ascend Bank•North Branford, CT

13d•$19 - $25

About The Position

As part of the Retail Branch team, the Universal Banker is accountable for client service delivery to clients who prefer face-to-face interaction with Ascend Bank. The role focuses on expanding and strengthening client relationships while processing a variety of financial transactions accurately. The Universal Banker educates clients about Ascend Bank sales and service options, including digital channels and debit card reward programs, and offers banking solutions suited to client needs. The position requires knowledge of client experience, relationship development, retail sales, loss mitigation, and compliance with bank policies, procedures, and quality standards. The role contributes to branch operational efficiency and success, works with branch staff, management, and other departments to support a positive client experience, and participates in meetings, training, and daily jumpstarts. The position also requires digital literacy, including the ability to use technology to find, evaluate, create, and communicate information, along with technical proficiency in bank products and awareness of new technology. The position is part-time. The wage range is $18.91–$25.22. Benefits include medical, dental, and vision insurance, a 401(k) with employer match, paid time off, paid holidays, and other fringe benefits. Specific benefit entitlements are subject to plan documents and may be changed at the Company's discretion.

Requirements

One to three years of similar or related experience.
Proficiency in MS Office Suite, 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 is desirable.

Responsibilities

Build and maintain relationships with clients, local businesses, and community organizations through in-person interactions and planned appointments.
Open checking, savings, and other deposit accounts; assist with account maintenance, including updates, closures, and changes.
Address client inquiries and concerns promptly and professionally, involving Branch Management when applicable.
Comply with banking regulations, policies, and procedures.
Apply risk management practices to safeguard the bank's assets and reputation.
Follow internal controls and audit procedures to ensure transaction accuracy and prevent fraud.
Contribute to the branch's operational efficiency and success.
Use the CRM platform to capture client interactions and create opportunities for relationship building, process improvement, and operational efficiency.
Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience.
Participate in branch meetings and training sessions to stay informed about products, services, and operational updates.
Participate in daily jumpstarts with staff and plan relevant topics to share and discuss.
Perform other duties as assigned.