Universal Banker II - Woodbury
On-siteWoodbury, Connecticut, United States
Job Summary
Universal Banker II at Newtown Savings Bank in Woodbury, CT; drives customer acquisition and relationship growth by proactively generating deposits, loan applications, and investment referrals, while delivering exceptional service and resolving inquiries. Supports branch operations, opens and maintains customer accounts and processes loan, credit card, and wire transactions. Works with Branch Management to implement policies, lead staff in the manager’s absence, and coach/develop employees to achieve sales and operational goals. Primary duties include promoting the full line of deposit products, identifying cross-sell opportunities, handling customer inquiries, referring to Commercial Lending, Mortgage, and Investment Solutions, and ensuring compliance with CIP, BSA, AML, and OFAC requirements. Strong emphasis on customer service, teamwork, and contributing to the branch’s performance and community presence.
Required Qualifications
- High School Diploma or equivalent
- Two years previous relevant customer service and/or sales experience
- Banking experience preferred
- Customer service experience preferred
- Supervisory experience preferred
- Must be able to communicate effectively with customers in person, on the telephone, or in writing
- Problem solving and multi-tasking abilities
- Ability to work weekends and extend hours as needed
Desired Qualifications
- Banking environment experience
- Supervisory experience
- Proactive sales and cross-selling
- Strong communication skills
- Attention to compliance (CIP, BSA, AML, OFAC)
- Customer service excellence
- Ability to open accounts and process loan/credit card applications
- Experience handling wire transfers and international transactions
- Team leadership and coaching abilities
- Ability to work weekends and irregular hours
- Full-time availability
- Equal opportunity employer awareness
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