Financial Services Representative

6 days ago


New Haven, Connecticut, United States Webster Bank Full time
About Webster

We put people first at Webster Bank, founded in 1935. Our focus has always been on helping individuals, families, businesses, and colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities.

Our Values

We live by Integrity, Collaboration, Accountability, Agility, Respect, and Excellence – values that set us apart as a bank and an employer.

Job Description

The Relationship Banker II role will provide services for Banking Center customers and assist the team in achieving sales, service, and operation goals based on Webster's Strategic Guidelines. This includes processing customer-related financial transactions according to the bank's rules, regulations, and guidelines. The role also requires excellent communication and active listening skills to learn about customers' financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service.

Responsibilities
  • Respond to customers' needs accurately and timely, capitalizing on available resources and tools.
  • Evaluate clients' needs and offer appropriate financial products and services through needs-based conversations to build and deepen relationships.
  • Perform routine teller transactions like deposits, withdrawals, check cash, loan payments, and other transactions as needed.
  • Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center's growth and profitability objectives.
  • Achieve/exceed both individual and team goals in sales, service, and operations.
Requirements
  • High school diploma/GED required; Associate's or Bachelor's degree preferred.
  • 2-4 years of customer sales/service experience with 1-2 years supervisory experience preferred.
  • Demonstrated success in leading, coaching, and motivating.
  • Working knowledge of all products and services.
  • Ability to work a flexible and/or rotating schedule.
Estimated Salary Range

$21.50 - $26.00 USD per hour. Actual salary may vary based on job-related factors such as knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.



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