Universal Banker

Savers Bank•Auburn, MA

15d•$19 - $23•Onsite

About The Position

Savers Bank is seeking an enthusiastic, sales-driven Universal Banker for its Retail Banking team in Charlton, Massachusetts. This full-time, on-site role focuses on building customer relationships, identifying financial needs, and recommending banking products and services that provide value. The banker supports branch sales and service goals while delivering accurate, personalized customer experiences and maintaining operational, security, and compliance standards.

Requirements

High school diploma or equivalent.
Minimum of 2–3 years of banking experience.
Demonstrated experience in customer service, cash handling, and financial transactions.
Strong relationship-building and consultative sales skills.
Ability to identify customer needs and confidently recommend appropriate products and services.
Self-motivated, goal-oriented approach and commitment to individual and team success.
Excellent communication, problem-solving, and organizational skills.
Strong attention to detail and understanding of banking compliance and security practices.
Ability to work collaboratively in a fast-paced, customer-focused environment.

Nice To Haves

Previous experience as a Universal Banker, Personal Banker, Relationship Banker, or similar retail banking professional.
Demonstrated success meeting or exceeding sales, referral, or relationship-development goals.
Experience opening and servicing consumer deposit accounts.
Familiarity with CRM systems, customer follow-up strategies, and sales activity tracking.
Experience generating referrals and supporting branch business development initiatives.
Bachelor's degree in business, finance, or a related field.

Responsibilities

Proactively engage customers to identify financial needs, uncover opportunities, and recommend appropriate banking products and services.
Build relationships with existing customers and identify opportunities to attract new business.
Own individual sales and referral goals and contribute to overall branch performance.
Introduce deposit products, digital banking solutions, and other financial services suited to customer needs.
Generate qualified referrals to appropriate business partners.
Participate in branch sales initiatives, promotional campaigns, and community outreach.
Maintain accurate records of customer interactions, sales activities, and follow-up opportunities using banking and CRM systems.
Create welcoming, personalized customer experiences and build customer confidence and loyalty.
Listen to customers, offer solutions for immediate and long-term financial needs, and follow through on commitments.
Process deposits, withdrawals, transfers, loan payments, and other banking transactions accurately and efficiently.
Resolve customer concerns professionally while identifying opportunities to strengthen relationships.
Open, maintain, and service consumer deposit accounts.
Assist customers with debit cards, online and mobile banking, account services, and other financial solutions.
Educate customers about products and services that support convenience and financial goals.
Identify opportunities to introduce customers to lending and other specialized banking services.
Balance cash drawers and support ATM, vault, and daily branch operations.
Follow security procedures, internal controls, and banking regulations, including Bank Secrecy Act requirements.
Support fraud prevention and maintain accuracy and confidentiality.
Collaborate with teammates to achieve branch objectives and provide consistent service.
Contribute to a positive, high-performing team environment.