Universal Banker II - Church Hill
On-siteNewtown, Connecticut, United States
Job Summary
Provide prompt, courteous service to all customers while resolving complaints and proactively generating new deposit accounts, loan applications, and investment referrals. Manage the branch in the absence of Branch Management, including opening and closing operations, creating weekly schedules, and leading staff meetings. Process teller transactions, wire requests, and overdrafts within authority limits, while assisting with audits, ATM balancing, and performance coaching for employees. Maintain knowledge of compliance requirements and meet defined sales and operational goals. Work weekends and extended hours as needed.
Required Qualifications
- High School Diploma or equivalent
- Two years previous relevant customer service and/or sales experience
- Must be able to communicate effectively while interacting with internal and external customers in person, on the telephone or in writing
- Strong customer service skills
- Ability to apply common sense understanding to carry out functions furnished in written form or oral form
- Ability to perform a variety of duties without loss of efficiency or composure
- Ability to multitask as well as to perform repetitive work according to set procedures and meet deadlines
- Ability to perform well under pressure
- Be task oriented, organized and work well in team environment
- Must have the ability to listen well and follow instructions
- Required to work weekends
- Required to work extended hours
- Regular, reliable attendance is critical
- Must maintain knowledge and follow all CIP, BSA, AML and OFAC requirements
- Complete all compliance requirements by scheduled deadlines
- Meet with immediate supervisor to discuss service, sales performance, employee development, and personal career growth and development as established with Branch Management
- Provide timely coaching to branch employees
- Assist as needed
- Provide input to Branch Management regarding performance of tellers and Universal Banker I's in branch
- Assist in providing feedback for quarterly check-ins, annual employee performance evaluations and SMART goals for self
- Meet the Bank's volunteer specifications
- Be involved in community activities as necessary
Desired Qualifications
- Sales experience preferred
- Banking experience preferred
- Customer service experience preferred
- Supervisory experience preferred
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