Part-Time Universal Banker

Ascend Bank•Northford, CT

12d

About The Position

As part of the Retail Branch team, the Universal Banker delivers face-to-face client service, strengthens client relationships, processes financial transactions accurately, and educates clients about Ascend Bank’s sales and service options, including digital channels and debit card reward programs. The role offers banking solutions that match client needs and requires knowledge of client experience, relationship development, retail sales, loss mitigation, and compliance with bank policies, procedures, and quality standards. The position also supports branch operations and performance by using a CRM platform to record client interactions, collaborating with branch staff and other departments, and participating in meetings, training, and daily jumpstarts. The role includes responsibilities involving Branch Sales and Service, Branch Operations, and Safe Deposit.

Requirements

One to three years of similar or related experience.
Proficiency in Microsoft 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.

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.
Respond to client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable.
Follow banking regulations, policies, procedures, internal controls, and audit procedures to protect bank assets, ensure accurate transactions, and prevent fraud.
Contribute to the branch’s operational efficiency and success.
Use the CRM platform to record client interactions and identify opportunities for relationship building, process improvement, and operational efficiency.
Work effectively with branch staff, management, and other departments to provide a positive, seamless client experience.
Participate in branch meetings and training sessions to stay informed about products, services, and operational updates.
Participate in daily staff jumpstarts and plan relevant topics to share and discuss.
Perform other duties as assigned.