Universal Banker (I, II, or Sr.)

Liberty Bank - CT•Bloomfield, CT

42d•$23 - $35•Onsite

About The Position

As a Universal Banker, you’ll take a lead role in delivering an exceptional customer experience aligned with Liberty Bank’s Vision, Mission, and Core Values. You serve as a proactive member of the Retail Branch team and an initial contact for new and existing customers. Through active discovery conversations, you build meaningful customer relationships that contribute to the branch’s success and growth. The role models and supports a collaborative culture within the branch and with interdepartmental contacts. It also involves working with appropriate areas of the Bank to resolve branch-related operational issues efficiently and accurately. The position may provide on-site Branch Operations Supervisor coverage at various assigned branch locations. The Universal Banker supports customer service, relationship growth, sales, banking transactions, referrals, branch operations, and compliance. The role requires NMLS registration under the SAFE Act of 2008 and availability to work weekends and/or extended hours as required.

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 a superior 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.
Ability to travel.
Keyboard dexterity and ability to lift or carry up to 25 lbs.

Nice To Haves

College degree or equivalent work experience preferred.

Responsibilities

Provide on-site Branch Operations Supervisor coverage at various assigned branch locations.
Acknowledge, meet, and greet customers promptly.
Deliver service aligned with customer service standards through sincere, meaningful conversations.
Resolve customer account service issues and inquiries promptly and effectively; take ownership and involve 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, to customers.
Develop product and service knowledge using 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 an efficient daily cash-balancing record.
Comply with applicable compliance and operational risk controls, bank policies, standards, 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 for the benefit of the bank.
Complete other related duties as assigned.