Universal Banker

Bankwell Financial Group•Fairfield, CT

3d•Onsite

About The Position

The Universal Banker is a multi-functional role within a retail branch, responsible for opening new accounts, maintaining and servicing customer accounts, conducting teller transactions, and helping manage branch cash and the vault. The role focuses on understanding customer needs, identifying opportunities to deepen customer relationships, and making customers aware of Bankwell’s digital and online banking tools. The position rotates between Bankwell’s Fairfield and Westport, Connecticut locations. In the absence of the Branch Manager or Assistant Branch Manager, the Universal Banker is responsible for managing the branch.

Requirements

Working knowledge of Microsoft Office, Windows-based computer systems, and 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 communication skills, including problem solving, task completion, and customer focus.
Interpersonal skills and the ability to handle difficult situations and customers.
Ability to work as part of a team.
Attention to detail and 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 a negligible amount frequently or constantly to move objects.
Willingness to work alternating shifts and Saturdays.
Minimum 1–3 years of relevant experience in consumer banking, business banking, or retail services.

Responsibilities

Listen to customers, assess their needs, and provide the services promised.
Cross-sell bank products and services based on customers’ diverse needs.
Perform all Sales and Lead Teller responsibilities.
Maintain vault and ATM cash within required limits.
Process customer transactions accurately and promptly.
Help coach branch staff to conduct more consultative conversations.
Greet lobby customers and answer the phone professionally and courteously.
Obtain necessary information and documentation for new accounts.
Handle routine inquiries and relay customer feedback.
Ensure daily activities comply with applicable regulations, policies, and procedures.
Assist with daily, weekly, and monthly branch and ATM reconciliations, general ledger balancing, audits, and other operational duties.
Assist with opening and closing the branch.
Assist other branch personnel or perform other duties as required.
Manage the branch in the absence of the Branch Manager or Assistant Branch Manager.
Complete required compliance training and follow applicable banking regulations, policies, and procedures.