Universal Banker III
$55,120–$58,240 year
On-siteHaverhill, Massachusetts, United States
Job Summary
Supervise daily teller and branch staff activities, manage vault operations, and balance cash and branch transactions at close of business. Process wire transactions, open new accounts, and provide digital technical support while serving as Notary Public. Assist customers with consumer loan applications, advise on products, and balance ATM operations. Perform periodic compliance audits and serve as a backup to branch management, independently overseeing the branch during absences. Coach staff on best practices, foster an inclusive team environment, and support sales efforts by utilizing CRM and identifying opportunities. Maintain attendance records, verify cash distribution, and resolve customer complaints promptly. Requires flexibility to work opening and closing hours and the ability to lift up to 25 pounds.
Required Qualifications
- Previous cash handling and customer service experience in Retail, including at least one year within UB II position or relevant experience
- Thorough knowledge of Bank products and services as well as Bank policies and procedures
- Customer focus with the ability to build and maintain relationships
- Strong oral communication skills with the ability to be concise, clear, and consistent
- Capable of working independently and solving problems
- Proven supervisory skills with the ability to coach staff in support of daily performance and behavioral expectations
- Detailed-oriented with strong organization skills; ability to multi-task, prioritize, and adapt to a changing environment
- Extensive knowledge and experience using general office equipment and program applications including: Microsoft Office, CRM, core banking system, digital banking solutions (user/administrator), cash recycler, and discriminator, etc.
- Must be able to work both opening and closing hours as the branch schedule requires, flexibility in work schedule and at times, location
- Ability to occasionally lift office products and supplies weighing up to approximately 25 pounds
Desired Qualifications
- High School diploma or equivalent preferred
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