Universal Banker III
$20,480–$30,720 year
On-siteRussells Mills, Massachusetts, United States
Job Summary
Universal Banker III at Bristol County Savings Bank handles all aspects of customer interaction including the sales process and transaction handling, with a focus on building full banking relationships by promoting, explaining, and cross-selling bank products and services. Responsibilities include meeting financial objectives for individual and branch goals, handling deposits and transfers, servicing accounts, identifying cross-sell opportunities (including core deposits, insurance, and investment products), ensuring compliance and risk controls, and potentially supervising branch operations and staff. The role requires strong interpersonal and communication skills, knowledge of financial institution operations and applicable regulations, analytical abilities for reviewing data from business partners, independent and collaborative work capability, and the ability to work with management at various levels. A Universal Banker Certification is noted, and the branch location listed is Dartmouth, MA.
Required Qualifications
- Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills.
- Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations.
- Requires the ability
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