Demo

Universal Banker (I, II, or Sr.)

Liberty Bank
Cheshire, CT Full Time
POSTED ON 10/26/2023 CLOSED ON 12/27/2023

What are the responsibilities and job description for the Universal Banker (I, II, or Sr.) position at Liberty Bank?

Description As a Universal Banker, you’ll take a lead role in delivering an exceptional customer experience daily that is consistently aligned with Liberty Bank’s Vision, Mission, and Core Values. Through the use of the Customer Experience Discovery Guide, this position builds a thorough profile for each customer and maintains frequent face-to-face, phone or email contact in an effort to grow and deepen customer relationships. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. Pursuing work with energy and focus, you’ll help acquire new customers by actively soliciting referrals and developing internal and external resources. Additionally, Universal Bankers maintain existing customer relationships by servicing customers as needed, processing transactions, and referring customers to other areas within the bank as appropriate. As a Universal Banker your primary responsibilities include: Deepening customer relationships and achieving sales goals through daily activities, disciplines and behaviors Delivers an outstanding customer experience. Participate in the successful set up of all new customer accounts, accurate and efficient process of all over-the-counter transactions, originate consumer lending applications and assist customers with inquiries or problem resolution in a professional manner. Perform a full range of customer service transactions. within the Liberty Bank team and community to successfully meet the goals and objectives of the organization and needs of our customers. Create collaborative partnerships Qualifications High School degree or GED required Minimum of six months Branch Banking or equivalent experience Strong customer service skills Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust, rapport, and build lasting relationships Self-motivated with the ability to multitask effectively Ability to organize and prioritize workflow, including excellent organization and follow through skills Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications Effective verbal and written communications skills Availability to work weekends and/or extended hours as required to run the business This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Liberty Bank, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Liberty Bank. Your continued employment in this position with Liberty Bank is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Physical Demands and Equipment Operation: Lifting/carrying up to 25 lbs. Use of general office equipment Ability to travel Equal Employment Opportunity Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. Shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train, and evaluate persons in all jobs without regard to race, color, religion, sex or national origin.
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New Haven, CT

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