Universal Banker I

2 weeks ago

Lowell, United States MassHire Lowell Career Center Full time
The Universal Banker I (UB I) is a natural progression from the Teller position. In this role, individuals will have gained a deeper knowledge of our accounts, products and services. UB I employees will take a more proactive approach to advise to customers, make referrals as well as take an active role in answering more complex questions independently. Qualified applicants may be considered for various locations within our branch network.
REQUIREMENTS
* High school diploma or equivalent preferred
* Previous cash handling and customer service experience in a retail environment preferred
* Customer focus with the ability to build and maintain relationships
* Strong oral communication skills with the ability to be concise, clear, and consistent
* Highly detail-oriented with excellent organizational skills
* Ability to problem solve and provide solutions to customer issues
* Ability to multi-task and adapt to change
* Knowledge of Microsoft Office Suite and basic computer skills
* Flexibility in work schedule and at times, location

Bank Operations & Customer Experience
o Processes customer transactions and payments within the lobby or drive-thru, including but not limited to deposits, withdrawals,
loan payments, check cashing, money orders, bank checks, bonds; accountable for ensuring confidential customer information is
securely stored throughout the day
o Maintains necessary supplies and cash
o Balances cash drawer and transactions at end of working day
o Assists in the balancing of the main vault and ATM as needed
o Deepens knowledge of account types, products and services to advise and answer customer questions
o Ability to answer most customer inquiries independently
o May open new accounts for existing customers
o Assists in giving customers access to safe deposit boxes (in applicable branches) and adheres to respective procedures and
guidelines
o Provides excellent customer service to internal and external customers; resolves any problems or complaints in a timely manner
and escalates to branch management as appropriate
o Assists with branch quality control and scanning
o Provides digital technical support for customers
Business Development
o Educates customers about Bank products and services to meet their needs; recognizes referral or sale opportunities and
initiates introductions to appropriate team members
o Meets individual goals for customer retention, and deposit relationship growth efforts
o Utilizes the branch team?s usage of CRM (Salesforce) as requested

Benefits: k, Retirement Plan, Short/Long Term Disability, Dental, Major Medical, Vision, Life Insurance, Sick Leave, Vacation

Please email resumes to and then we will have you fill out the online application also.

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