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Relationship Banker

4 months ago

North Grafton, United States unibank Full time
Job DescriptionJob DescriptionOpportunity Overview:

We have a Unique opportunity to join our team as a full-time Relationship Banker in our Grafton Branch. 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 complying onsite operational compliance, internal controls, security polices and procedures and assuring compliance with all laws, regulations and corporate policies.

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 environment


About 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.

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