Universal Banker (I, II or Sr)

Liberty Bank - CT•Groton, CT

19d•$23 - $35•Onsite

About The Position

The Universal Banker takes a lead role in delivering an exceptional customer experience aligned with Liberty Bank’s Vision, Mission, and Core Values. As a proactive member of the Retail Branch team and an initial contact for new and existing customers, the banker builds meaningful customer relationships through discovery conversations that support branch growth and success. The role also models a collaborative, supportive culture within the branch and with interdepartmental contacts, and works with appropriate bank areas to resolve branch operational issues efficiently and accurately. The position provides on-site Branch Operations Supervisor coverage at assigned branch locations. It includes customer service and relationship development, sales of banking products and services, customer outreach, accurate transaction processing and documentation, education about digital banking, and adherence to bank policies, operational controls, and regulatory requirements. The banker also participates in community events and special projects and completes other related duties as assigned.

Requirements

At least 6 months of Retail Banking or equivalent sales experience.
Proficient computer skills, including Microsoft Word, Excel, Outlook, and related applications.
Strong verbal and written communication skills.
Ability to ask effective questions and identify customer needs to enhance customer relationships.
Attention to detail and ability to execute accurately across policies and procedures.
Ability to take initiative and work independently.
Ability to make sound decisions while balancing risk and superior customer service.
Ability to develop and foster a positive team and work environment.
Ability to plan the workday proactively to contribute to branch sales and operations.
Availability to work weekends and/or extended hours as required.
National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 is required.
Ability to travel.
Ability to lift or carry up to 25 pounds.

Nice To Haves

College degree or equivalent work experience preferred.

Responsibilities

Provide on-site Branch Operations Supervisor coverage for assigned branch locations.
Acknowledge, meet, and greet customers promptly, and provide service aligned with established customer service standards.
Build customer relationships through sincere conversations and use the Discovery Guide to identify needs and recommend appropriate solutions.
Resolve customer account-service issues and inquiries promptly, taking ownership or involving other teammates as needed.
Meet or exceed personal sales goals for the bank’s products and services.
Proactively contact Consumer and Business customers to support retention and servicing of relationships.
Document activities and follow-up opportunities accurately and promptly in banking systems.
Explain and promote alternative delivery channels, including digital banking.
Develop product and service knowledge through sales tools and training materials.
Process banking transactions accurately, including new account openings, lending, and referrals to other business lines.
Balance and process customer transactions according to bank policies and procedures, maintaining accurate daily cash-balancing records.
Follow applicable compliance and operational-risk controls, bank policies, and legal, corporate, and regulatory procedures to protect customer and bank assets.
Volunteer for special projects within the scope of the role.
Participate in community events and establish relationships that benefit the bank.
Complete other related duties as assigned.