UNIVERSAL BANKER 1

4 days ago

West Torrington, United States Northwest Community Bank Full time
Job DescriptionJob Description

JOB SUMMARY

Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker I, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker I is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker I is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development.

PRINCIPAL RESPONSIBILITIES

Responsible for Generating Business and Deepening Customer Relationships

Work with team to actively support branch sales.

Contribute to team sales goal attainment.

Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.

Maintain current and accurate records of sales tracking results.

Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.

Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions.

Able to conduct all account opening/maintenance functions.

*DEVELOPMENT OPPORTUNITIES

Maintain and oversee wire authority of up to $50,000.

May interview and complete consumer loan applications.

May perform preliminary underwriting. May close consumer loans.

May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards.

May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number.

Responsible for Providing Exceptional Customer Service

Provides efficient, effective, and courteous customer service. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer’s name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us.

Constantly look for ways to improve the customer experience and communicate those ideas to branch management.

Build customer relationships to encourage business retention.

Complete all work with accuracy and in a timely manner.

Address customer complaints and escalate customer complaints to supervisor as appropriate.

Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness

Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.

Perform operational functions and adhere to the policy and procedure as outlined in our Bank’s manuals (i.e., Reg. CC, BSA, etc.)

Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault.

Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed).

Perform all duties in accordance with prescribed regulatory compliance guidelines.

*DEVELOPMENT OPPORTUNITIES

May complete wire transfers.

Responsible for Identifying Cross Training Opportunities and Personal Development

May assist in new hire onboarding.

Continuously strive to improve personal development through policy, product, and banking knowledge.

Maintain current knowledge of Bank’s products and services as well as policies and procedures.

Attend relevant seminars and courses to update and advance knowledge and skills.

Volunteer for special projects within the scope of your job responsibilities, including CRA eligible activities.

Participate in community events and professional relationships for the benefit of the bank.

EDUCATION/EXPERIENCE REQUIREMENTS

High school diploma or equivalent required with 6 months to 1 year of relevant experience in banking, retail or sales. Supervisory experience preferred. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all Bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position.

INITIATIVE

Universal Banker I tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor.

RESPONSIBILITY

Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information.

SUPERVISION

May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and Universal Banker II, responsible for overseeing the quality and quantity of work of employees performing similar work.

POSITION CONDITIONS

Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens for long periods of time and the ability to adjust focus.

  • Universal Banker

    6 days ago

    West Bridgewater, United States Bluestone Bank Full time

    As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by...

  • Universal Banker

    7 days ago

    West Bridgewater, United States Bluestone Bank Full time

    As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by...

  • Universal Banker

    6 days ago

    West Bridgewater, United States Bluestone Bank Full time

    As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by...

  • Universal Banker

    7 days ago

    West Bridgewater, United States Bluestone Bank Full time

    Job DescriptionJob DescriptionAs a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different...

  • Universal Banker

    7 days ago

    West Bridgewater, United States Bluestone Bank Full time

    As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by...

  • Relationship Banker

    4 days ago

    West Frankfort, United States Peoples National Bank Full time

    Looking for a rewarding career that provides work-life balance, opportunities for professional growth, and a chance to serve your local community? Join the friendly team at Peoples National Bank!We are seeking caring, customer-focused individuals for a full-service banker position, assisting individuals and small businesses with personalized banking...

  • Relationship Banker

    4 days ago

    West Frankfort, United States Peoples National Bank Full time

    Looking for a rewarding career that provides work-life balance, opportunities for professional growth, and a chance to serve your local community? Join the friendly team at Peoples National Bank!We are seeking caring, customer-focused individuals for a full-service banker position, assisting individuals and small businesses with personalized banking...

  • University Bus Driver

    5 days ago

    West Liberty, West Virginia, United States West Liberty University Full time

    We are seeking a skilled and responsible University Bus Driver to join our team at West Liberty University. As a key member of our transportation department, you will be responsible for the safe and timely transportation of students and employees to and from events.The ideal candidate will have a minimum of 1 year of experience in driving and maintaining...

  • Financial Relationship Manager

    5 days ago

    West Bridgewater, Massachusetts, United States Bluestone Bank Full time

    **Job Overview**As a Universal Banker, you will play a key role in delivering retail banking services and products to customers. You will be responsible for developing meaningful relationships with each customer, educating them on various banking options, and recommending appropriate products and services to meet their financial needs.

  • University Student Records Coordinator

    24 hours ago

    West Liberty, West Virginia, United States West Liberty University Full time

    About West Liberty UniversityA public institution with a rich history, West Liberty University is dedicated to providing students with a comprehensive education. Our faculty and staff are committed to empowering students through experiential learning and personalized support.The OpportunityWe seek an experienced Records Officer to join our team. As a Records...

  • Senior Living Universal Worker

    4 days ago

    West Covina, United States Merril Gardens Full time

    Senior Living Universal WorkerShifts: Full Time & Part Time Are you passionate about working with seniors? Are you dedicated to supporting seniors on their wellness journey to ensure they are provided with an atmosphere that values individualism and dignity? If so, we may have the perfect opportunity for you! Merrill Gardens at West Covina is currently...

  • Senior Living Universal Worker

    3 days ago

    West Covina, United States Merril Gardens Full time

    Senior Living Universal WorkerShifts: Full Time & Part Time Are you passionate about working with seniors? Are you dedicated to supporting seniors on their wellness journey to ensure they are provided with an atmosphere that values individualism and dignity? If so, we may have the perfect opportunity for you! Merrill Gardens at West Covina is currently...

  • Associate Custodian

    3 days ago

    West Lafayette, United States Purdue University Full time

    Req Id: 34676 Job Title: Associate Custodian (Day) - University Residences City: west lafayette Job Description: Job Summary University Residences is a fast-paced, hard-working team, looking to grow our work family. What will you be doing as a Associate Custodian? • Assist in maintaining a clean and healthy environment for residents • Perform...

  • Customer Relationship Specialist

    6 days ago

    West Bridgewater, Massachusetts, United States Bluestone Bank Full time

    About UsBluestone Bank is a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions.Job SummaryWe are seeking an experienced Customer Relationship Specialist to join our team. As a Universal Banker, you will be the primary point of contact for customers, providing personalized support and guidance to...

  • Retail Clerk

    4 days ago

    West Hollywood, United States 1 Hotel West Hollywood Full time

    Salary Range: $19.08-$21.50 per hour *depending on experience Overview: Grow with us... 1 Hotel West Hollywood is seeking a warm, articulate, instinctively helpful, sustainably minded Good Things Retail Attendant to join our team. Youll be responsible for delivering an exceptional welcome to our guests, providing consistently attentive, thoughtful and...

  • Front Office Agent

    3 days ago

    West Hollywood, United States 1 Hotel West Hollywood Full time

    Salary Range: $31.94 per hour Overview: Grow with us... The Front Offices at SH Hotels & Resorts are at the heart of every hotel, and our front-of-house staff are some of the most important members of the team, because they are the first to meet our guests. They also have the first opportunity to provide them with impeccable service, and often to reflect a...

  • PATIENT CARE TECH

    3 days ago

    West Palm Beach, United States Universal Health Services Full time

    Responsibilities This opportunity is full-time at 36 hours per week, offers full benefits and a convenient day shift schedule. There is an opportunity for overtime and to cover various shifts if interested. Wellington Regional Medical Center is located in Wellington, Florida. It is a 235-bed, acute care hospital, owned by a subsidiary of Universal Health...

  • PATIENT CARE TECH with CNA license

    4 days ago

    West Palm Beach, United States Universal Health Services Full time

    Responsibilities This opportunity is a Per Diem opportunity in the Telemetry Department Wellington Regional Medical Center is located in Wellington, Florida. It is a 235-bed, acute care hospital, owned by a subsidiary of Universal Health Services, Inc., a highly respected healthcare management organization. Wellington Regional is proud to have provided...

  • ODP Collector 1

    1 week ago

    West Jordan, United States UFirst Credit Union Full time $19 - $24

    Description:Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.Hours: 8:30 am – 5:30 pm, Monday – Friday w/ some SaturdaysPay: $18.75 - 23.50 /hr. doe + Monthly incentive bonus.Your Purpose will be:The person in this position will collect on member's share accounts having a negative balance....

  • Mental Health Technician

    4 days ago

    West Allis, United States Universal Health Services Full time

    Responsibilities Mental Health Technician Opportunity - Granite Hills Hospital is a 120-bed behavioral health facility care facility located in West Allis, WI. We are dedicated to offering high-quality, patient centered behavioral healthcare for the greater Milwaukee community. Our new 120-bed facility features features evidence-based treatment for...