Relationship Banker

2 months ago

Worcester MA United States UniBank Full time
Opportunity Overview: We have a Unique opportunity to join our team as a full-time Relationship Banker based in our new Worcester Branch location, coming soon across from Polar Park We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about forming relationships with customers, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for - then come join us Position Overview: Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the UniBank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Primary Accountabilities:
  • Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
  • Serve as customers' single point of contact on all UniBank products and services.
  • Services customers by processing a variety of teller and platform transactions quickly with minimal or no errors according to established bank policies.
  • Cross sells products and services and makes appropriate referrals to other staff members and departments to ensure customer needs are met.
  • Verifies all transactions and proves cash drawer upon completion of assigned shift to ensure compliance with UniBank Standards of Performance Policy. Seeks assistance as needed to resolve proof discrepancies.
  • Performs security function by opening and closing bank and vault and ensuring overall safety and security of bank grounds.
  • Opens new accounts, certificates of deposit, and all other products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
  • Takes consumer loan applications with a focus on cross-selling other bank products and services.
  • Retains existing customers and develops new customer relationships.
  • Implements all sales strategies, including new products and services and participates in business development and outreach as directed by management.
  • Proactively resolves customer complaints.
  • Works in a team setting on various projects including employee contests, sales programs, etc.
  • Adhere to established standards, policies and procedures.
  • Deliver strong community visibility.
  • Participate in community and networking events
  • Responsible for compliance with all laws, regulations, and corporate policies with specific adherence to branch operations, security and procedures.
  • Other duties as assigned. Knowledge, Skills Education and Work Experience:
    • High school diploma or equivalent required; Associates Degree preferred.
    • Experience with cash handling, customer service, and sales required.
    • Previous experience retail banking preferred.
    • Must have strong verbal, written, math, customer service, sales, PC and operational skills.
    • Ability to work independently and in a team environmentAbout UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. We are unique. Unique to people. Unique to business. Unique to local government. We are UniBank. Bank Different. Bank Unique. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability. Participant in E-Verify

  • Relationship Banker

    1 month ago

    Davenport, IA, United States Old National Bank Full time

    Overview: Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our...

  • Relationship Banker

    4 weeks ago

    Davenport, IA, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities...

  • Relationship Banker

    2 weeks ago

    Ann Arbor, MI, United States Old National Bank Full time

    Overview: Is this your next job Read the full description below to find out, and do not hesitate to make an application. Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients...

  • Relationship Banker

    2 months ago

    Cary, IL, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Relationship Banker

    2 weeks ago

    Palo Alto, CA, United States Comerica Bank Full time

    Relationship Banker What we can offer you: Career Growth -- promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance...

  • Relationship Banker

    3 weeks ago

    Lockport, IL, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Relationship Banker

    3 weeks ago

    Kenosha, WI, United States Wintrust Financial Full time

    Job DescriptionWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer....

  • Relationship Banker

    2 weeks ago

    Milwaukee, WI, United States Wintrust Financial Full time

    Job DescriptionWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer....

  • Financial Relationship Banker

    2 weeks ago

    Washington, DC, United States Huntington Full time

    Financial Relationship Banker Registered Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our...

  • Senior Banker III

    1 month ago

    Wayland, MA, United States Middlesex Savings Bank Full time

    OverviewIt is the responsibility of the Senior Banker III to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, achievement of operational excellence, achievement of performance goals, solid decision making, and a commitment to...

  • Relationship Banker

    4 weeks ago

    Pewaukee, WI, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Relationship Banker

    2 weeks ago

    Annapolis, MD, United States First National Bank Full time

    Primary Office Location: 1000 Bestgate Road Suite 105, Annapolis, Maryland, 21401. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency in basic consumer banking transactions,...

  • Relationship Banker II

    3 weeks ago

    Sterling Heights, MI, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time

    Position Description: Before applying for this role, please read the following information about this opportunity found below. The Relationship Banker II/Universal Associate II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their...

  • Relationship Banker

    3 weeks ago

    Pewaukee, WI, United States Wintrust Financial Full time

    Job DescriptionWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer....

  • Relationship Banker

    2 weeks ago

    Pewaukee, WI, United States Wintrust Financial Full time

    Job DescriptionWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer....

  • Relationship Banker I Brighton Branch

    2 weeks ago

    Boston, MA, United States Rockland Trust Full time

    As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and...

  • Relationship Banker

    3 weeks ago

    King of Prussia, PA, United States Peoples Security Bank & Trust Company Full time

    Description:If you are looking for a great place to work, and reach your potential, look toPeoples Security Bank & Trust.We continue to grow and are always looking for the right people to join our team. Relationship Bankers deliver an exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community;...

  • Branch Relationship Banker

    2 months ago

    Fresno, CA, United States California Bank & Trust Full time

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...

  • Relationship Banker I Pembroke Branch

    2 weeks ago

    Pembroke, MA, United States Rockland Trust Full time

    As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and...

  • Branch Relationship Banker

    3 weeks ago

    Plano, TX, United States Amegy Bank Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...