Universal Banker (I, II, or Sr.)

Liberty Bank - CT•Avon, CT

42d•$23 - $35

About The Position

As a Universal Banker, you will help deliver an exceptional customer experience aligned with Liberty Bank’s Vision, Mission, and Core Values. You will be an initial point of contact for new and existing customers, build meaningful relationships through discovery conversations, and contribute to branch growth. The role also models a collaborative and supportive culture within the branch and with other bank teams, and works with appropriate departments to resolve branch operational issues efficiently and accurately. The position provides on-site Branch Operations Supervisor coverage at assigned branch locations. It involves customer service and sales, processing banking transactions, maintaining accurate records and cash balances, explaining digital banking options, and following applicable bank and regulatory controls. The role also includes participation in community events and special projects, along with 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 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 customer experience.
Ability to develop and foster a positive team and work environment.
Ability to plan the workday proactively to support branch sales and operations.
Availability to work weekends and/or extended hours as required.
NMLS registration under the SAFE Act of 2008.

Nice To Haves

College degree or equivalent work experience preferred.

Responsibilities

Provide on-site Branch Operations Supervisor coverage at assigned branch locations.
Acknowledge, meet, and greet customers, and deliver service aligned with established customer service standards.
Resolve customer account-service issues and inquiries promptly, taking ownership or engaging other teammates as needed.
Meet or exceed personal sales goals for banking products and services.
Use the Discovery Guide to identify opportunities and recommend appropriate solutions.
Proactively contact customers to support retention and service of Consumer and Business relationships.
Document activities and follow-up opportunities accurately and promptly in banking systems.
Explain alternative delivery channels, including digital banking.
Build knowledge of products and services through sales tools and training materials.
Process banking transactions, including new account openings, lending, and referrals to other business lines.
Balance and process customer transactions according to bank policies and procedures, maintaining an accurate daily cash-balancing record.
Comply with applicable compliance and operational risk controls and bank policies, standards, and legal 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.