Universal Banker

Bankwell Financial Group•Hamden, CT

6h•Onsite

About The Position

The Universal Banker position is a multi-functional role with diverse responsibilities within the Retail Branch. This individual will be responsible for opening new accounts, managing customer account maintenance and servicing, as well as conducting teller transactions and assisting with the management of the branch cash and vault. In addition, the Universal Banker will be required to uncover additional banking needs of the customer to deepen and enhance the relationship. All customers should be made aware of all digital and online tools to help enhance the Bankwell experience.

Requirements

Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry
Excellent verbal and written skills
Digital fluency
Customer service skills or prior quality sales experience
Strong communications skills including problem solving, task completion and customer focus
Interpersonal skills are a must, with the ability to deal with difficult situations and customers
Must be a team player
Detail oriented with the ability to handle confidential and sensitive information
Strong sense of integrity and personal ethics
Cash handling, processing and mathematical skills
Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects
Willingness to work alternating shifts and Saturdays
Minimum 1-3 years relevant experience in consumer, business banking or retail services

Responsibilities

Actively listening to the customer to assess their needs, meet those needs and deliver on the services promised
Cross selling bank products and services by understanding the diverse needs of each customer
Performing all Sales and Lead Teller responsibilities
Maintaining vault and ATM cash within required limits
Processing customer transactions in an accurate and timely manner
Proactively assisting in coaching the branch staff to have better consultative conversations
Leading by example by greeting lobby customers and answering the phone in a professional and courteous manner
Obtaining all necessary information and documentation for new accounts
Handling routine inquiries and serving as a filter for customer feedback
Ensuring daily activities comply with applicable regulations, policies and procedures
Assisting with daily, weekly and monthly branch and ATM reconciliations, balancing of general ledgers, and other operational duties including audits, etc.
Assisting in opening and closing the branch
Assisting other branch personnel or performing other duties as required
In absence of the Branch Manager or Assistant Branch Manager, the Universal Banker is responsible for managing the branch