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Universal Banker jobs at Berkshire Ban

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  • Universal Banker

    Berkshire Bank 4.6company rating

    Universal banker job at Berkshire Ban

    Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Chelmsford, MA - 116 Chelmsford St Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: * Customer Service - 50% * Creates an exceptional client experience by demonstrating Berkshire Bank's "BeFIRST" values displaying energy and spirit to create a positive and collaborative work environment. * Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. * Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs * Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. * Explains Bank policy and procedures to clients and resolves routine service concerns. * Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. * Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. * Is proficient in the digital banking space and can assist clients with adoption. * Client Service Line Duties - 50% * Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. * Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. * Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. * Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. * Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. * Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: * High school diploma or equivalent * Banking courses a plus Experience: * Proven experience in a goal-oriented sales or customer service environment * Cash handling experience preferred * Sales experience preferred Skills & Knowledge: * Superior customer service skills * Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction * Ability to identify customer needs and make appropriate sales * Basic computer skills * Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $18-29.5 hourly 14d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Taunton, MA jobs

    Job Description Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. 3d ago
  • Universal Banker - Branch

    ESL All Companies 4.5company rating

    Rochester, NY jobs

    Hours: 40 hours Schedule: Monday - Saturday with a day off during the week. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Pay and Incentive Plan: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Something wonderful happens when you love what you do. So consider a career at ESL. Since 2010, ESL has been consistently ranked one of the Best Workplaces in America by Great Place to Work . Great Place to Work and Fortune magazine have recently places ESL on these prominent national lists as well: Best Workplaces for Millennials Best Workplaces for Women Best Workplaces in Financial Services and Insurance Best Workplaces in New York State Additionally, for more than a decade, ESL has been a “Rochester's Choice” award winner and a “Training Top 125” recipient! ESL is currently seeking Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: Create a positive face to face member experience Build long lasting relationships with members Work in both a Teller or Relationship Banker position depending on branch needs Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner Help members recognize and obtain the most appropriate solutions for their financial needs by asking needs defining questions Educate and Refer a variety of products and services to members Assist members with accounts, loans, fraud and maintenance Learn about the banking and finance industry Gain exposure to career opportunities at ESL ESL has 25 branch locations throughout the Rochester region. Eastside District Central District Westside District Brighton Henrietta Chili Batavia Canandaigua Cobblestone Court Brockport Culver Ridge Geneseo Chestnut St (Rochester) Fairport Goodman Lake Ave Penfield Hudson Ave Long Pond Pittsford Irondequoit Merchants Walk (Rochester) Twelve Corners Newark Mt. Read Webster Victor Ridgeway Bull's Head (Rochester) Qualifications: One year in sales/service in the financial services, retail, professional services worker industries High School diploma or High School equivalency diploma required Strong communication, problem solving and decision making abilities Prior Sales Experience preferred A high degree of flexibility to support branch needs Proficient in building customer and peer relationships Proficient in PC applications Understanding of banking products and services preferred Notary preferred; if not obtain within 12 months of filling role Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper Why work at ESL? ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $22 hourly 60d+ ago
  • Universal Banker - Flex Team

    ESL All Companies 4.5company rating

    Rochester, NY jobs

    Hours: 40 hours Schedule: Monday - Friday to follow branch hours of Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., and Friday 9:00 a.m. - 6:00 p.m. Must be flexible to meet current and future business needs. Pay and Incentive Pay: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Something wonderful happens when you love what you do. So consider a career at ESL. Since 2010, ESL has been consistently ranked one of the Best Workplaces in America by Great Place to Work . Great Place to Work and Fortune magazine have recently places ESL on these prominent national lists as well: Best Workplaces for Millennials Best Workplaces for Women Best Workplaces in Financial Services and Insurance Best Workplaces in New York State Additionally, for more than a decade, ESL has been a “Rochester's Choice” award winner and a “Training Top 125” recipient! ESL is currently seeking Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities while having exposure to all 25 ESL branches. As a Universal Banker at ESL you will: Create a positive face to face member experience Build long lasting relationships with members Work in both a Teller or Relationship Banker position depending on branch needs Travel to all 25 ESL branches in the Rochester region depending on staffing needs Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner Help members recognize and obtain the most appropriate solutions for their financial needs by asking needs defining questions Educate and Refer a variety of products and services to members Assist members with accounts, loans, fraud and maintenance Learn about the banking and finance industry Gain exposure to career opportunities at ESL ESL has 25 branch locations throughout the Rochester region. The candidate interested in this opportunity will work a 40-hour schedule as part of the Flex staff supporting all 25 branch locations. You will be eligible to receive a $100.00 car allowance at the conclusion of the month. Eastside District Central District Westside District Brighton Henrietta Chili Batavia Canandaigua Cobblestone Court (Victor) Brockport Culver Ridge Geneseo Chestnut Street (Rochester) Fairport Goodman Lake Ave Penfield Hudson Long Pond Pittsford Irondequoit Merchants Walk (Rochester) Twelve Corners Newark Mt Read Webster Victor (Village) Ridgeway Bull's Head (Rochester) Qualifications: One year in sales/service in the financial services, retail, professional services worker industries High School diploma or High School equivalency diploma required Strong communication, problem solving and decision making abilities Prior Sales Experience preferred A high degree of flexibility to support branch needs Proficient in building customer and peer relationships Proficient in PC applications Understanding of banking products and services preferred Notary preferred; if not obtain within 12 months of filling role Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper Why work at ESL? ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $22 hourly 60d+ ago
  • Universal Banker (Multi-site) - Medina, Batavia & Brockport

    ESL Federal Credit Union 4.5company rating

    Medina, NY jobs

    Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Location: Candidate for this role must be willing to travel between the Medina, Batavia and Brockport branches. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings. Accountabilities: ESL is currently seeking a Universal Banker to work in the Medina, Batavia and Brockport offices to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: * Create a positive face to face member experience * Build long lasting relationships with members * Work in either a Teller or Relationship Banker position depending on the branch needs * Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner * Help members recognize and obtain the most appropriate solutions for their financial needs * Educate and Refer a variety of products and services to members * Assist members with accounts, loans and maintenance * Learn about the banking and finance industry * Gain exposure to career opportunities at ESL Qualifications: * One year in sales/service in the financial services or comparable industry * High School diploma or High School equivalency diploma required * Strong, communication, problem solving and decision making abilities * Prior Sales Experience preferred * A high degree of flexibility to support branch needs * Proficient in building customer and peer relationships * Proficient in PC applications * Understanding of banking products and services preferred * Notary preferred; if not obtain within 12 months of filling role * Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL * Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper Why work at ESL? ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $22 hourly 54d ago
  • Universal Banker - Medina Branch

    ESL Federal Credit Union 4.5company rating

    Medina, NY jobs

    Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings. Accountabilities: ESL is currently seeking a Universal Banker to work in our Medina office to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: * Create a positive face to face member experience * Build long lasting relationships with members * Work in either a Teller or Relationship Banker position depending on the branch needs * Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner * Help members recognize and obtain the most appropriate solutions for their financial needs * Educate and Refer a variety of products and services to members * Assist members with accounts, loans and maintenance * Learn about the banking and finance industry * Gain exposure to career opportunities at ESL Qualifications: * One year in sales/service in the financial services or comparable industry required * High School diploma or High School equivalency diploma required * Strong, communication, problem solving and decision making abilities * Prior Sales Experience preferred * A high degree of flexibility to support branch needs * Proficient in building customer and peer relationships * Proficient in PC applications * Understanding of banking products and services preferred * Notary preferred; if not obtain within 12 months of filling role * Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL * Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper Why work at ESL? ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $22 hourly 52d ago
  • Universal Banker - Auburn Branch

    ESL All Companies 4.5company rating

    Auburn, NY jobs

    Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Pay and Incentive Plan: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings. Accountabilities: ESL is currently seeking a Universal Banker to work in our Auburn office to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: Create a positive face to face member experience Build long lasting relationships with members Work in either a Teller or Relationship Banker position depending on the branch needs Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner Help members recognize and obtain the most appropriate solutions for their financial needs Educate and Refer a variety of products and services to members Assist members with accounts, loans and maintenance Learn about the banking and finance industry Gain exposure to career opportunities at ESL Qualifications: One year in sales/service in the financial services or comparable industry required High School diploma or High School equivalency diploma required Strong, communication, problem solving and decision making abilities Prior Sales Experience preferred A high degree of flexibility to support branch needs Proficient in building customer and peer relationships Proficient in PC applications Understanding of banking products and services preferred Notary preferred; if not obtain within 12 months of filling role Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper Why work at ESL? ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $22 hourly 60d+ ago
  • Universal Banker III

    Bristol County Savings Bank 3.6company rating

    Freetown, MA jobs

    Job Description Universal Banker lll Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. 1. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service experience. Fulfill customer financial needs by utilizing the sales process which may include referring to business partners, closing sales and completion of Customer Summaries. 2. May manage a Personal Banker Portfolio. 3. Encourage automated transaction handling to customers by conducting demonstrations of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 4. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 5. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 6. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 7. May supervise and coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May supervise and schedule daily activities of subordinate staff, assist tellers with customer transactions and/or supervise daily branch settlement and monitor teller's shorts and overages. 8. Will have override authority. Maintains Branch Cash Vault. - Orders and ships, coin & Currency. Ensures branch is in compliance with all policies and procedures. May be responsible for vault and teller cash. May have the ability to take and close consumer loans including equity loans. May possess key and alarm codes. 9. May assist with the branch operations and with the training and coaching of branch personnel, consistent with the sales and operational protocols established by the Bank. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Fully Universal Banker Certified. 12. Branch must be a Tier II or Tier III. One (1) UB III per Branch. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: Performs related and unrelated duties as may be required. REQUIREMENTS: • Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. • Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. • Requires the ability to apply strong analytical skills in reviewing data received from business partners. • Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. • Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. SUPERVISORY SCOPE: May include additional supervisory responsibilities in the absence of the assistant branch manager. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. 2d ago
  • Universal Banker III

    Bristol County Savings Bank 3.6company rating

    Freetown, MA jobs

    Universal Banker lll Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1 st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. 1. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service experience. Fulfill customer financial needs by utilizing the sales process which may include referring to business partners, closing sales and completion of Customer Summaries. 2. May manage a Personal Banker Portfolio. 3. Encourage automated transaction handling to customers by conducting demonstrations of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 4. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 5. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 6. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 7. May supervise and coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May supervise and schedule daily activities of subordinate staff, assist tellers with customer transactions and/or supervise daily branch settlement and monitor teller's shorts and overages. 8. Will have override authority. Maintains Branch Cash Vault. - Orders and ships, coin & Currency. Ensures branch is in compliance with all policies and procedures. May be responsible for vault and teller cash. May have the ability to take and close consumer loans including equity loans. May possess key and alarm codes. 9. May assist with the branch operations and with the training and coaching of branch personnel, consistent with the sales and operational protocols established by the Bank. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Fully Universal Banker Certified. 12. Branch must be a Tier II or Tier III. One (1) UB III per Branch. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: Performs related and unrelated duties as may be required. REQUIREMENTS: • Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. • Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. • Requires the ability to apply strong analytical skills in reviewing data received from business partners. • Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. • Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. SUPERVISORY SCOPE: May include additional supervisory responsibilities in the absence of the assistant branch manager. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. Auto-Apply 31d ago
  • Universal Banker (Multi-site) Bilingual/ Non-Bilingual - Canandaigua & Geneva

    ESL All Companies 4.5company rating

    Canandaigua, NY jobs

    Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Location: Candidate for this role must be willing to travel between both the Canandaigua and Geneva branches. Pay and Incentive Plan: $22.02 per hour + 10% premium for bilingual positions. In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings. Accountabilities: ESL is currently seeking a Universal Banker to work in both our Canandaigua and Geneva offices to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: Create a positive face to face member experience Build long lasting relationships with members Work in either a Teller or Relationship Banker position depending on the branch needs Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner Help members recognize and obtain the most appropriate solutions for their financial needs Educate and Refer a variety of products and services to members Assist members with accounts, loans and maintenance Learn about the banking and finance industry Gain exposure to career opportunities at ESL Qualifications: One year in sales/service in the financial services or comparable industry required High School diploma or High School equivalency diploma required Bilingual English/Spanish speaking proficiency preferred Strong, communication, problem solving and decision making abilities Prior Sales Experience preferred A high degree of flexibility to support branch needs Proficient in building customer and peer relationships Proficient in PC applications Understanding of banking products and services preferred Notary preferred; if not obtain within 12 months of filling role Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper Why work at ESL? ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $22 hourly 60d+ ago
  • Universal Banker III

    Bristol County Savings Bank 3.6company rating

    Dartmouth, MA jobs

    [if gte mso 9]> [if gte mso 9]> Normal 0 false false false EN-US X-NONE X-NONE [if gte mso 9]> [if !mso]>st1\:*{behavior:url(#ieooui) } Universal Banker lll Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. 1. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service experience. Fulfill customer financial needs by utilizing the sales process which may include referring to business partners, closing sales and completion of Customer Summaries. 2. May manage a Personal Banker Portfolio. 3. Encourage automated transaction handling to customers by conducting demonstrations of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance.4. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 5. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 6. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 7. May supervise and coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May supervise and schedule daily activities of subordinate staff, assist tellers with customer transactions and/or supervise daily branch settlement and monitor teller's shorts and overages. 8. Will have override authority. Maintains Branch Cash Vault. - Orders and ships, coin & Currency. Ensures branch is in compliance with all policies and procedures. May be responsible for vault and teller cash. May have the ability to take and close consumer loans including equity loans. May possess key and alarm codes. 9. May assist with the branch operations and with the training and coaching of branch personnel, consistent with the sales and operational protocols established by the Bank. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Fully Universal Banker Certified. 12. Branch must be a Tier II or Tier III. One (1) UB III per Branch. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: Performs related and unrelated duties as may be required. REQUIREMENTS: • Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. • Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. • Requires the ability to apply strong analytical skills in reviewing data received from business partners. • Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. • Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. SUPERVISORY SCOPE: May include additional supervisory responsibilities in the absence of the assistant branch manager. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee PensionPaid Time Off (PTO) Parental LeaveTuition Reimbursement Begins first of the month following date of hire: Medical, Dental, VisionCritical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance ProgramFlexible Spending AccountDependent Care AccountHealth Savings Account VISIT OUR WEBSITE : ************************************* LINKEDIN: ************************************************************* EndFragment
    $32k-39k yearly est. Auto-Apply 25d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Dartmouth, MA jobs

    Position: Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee PensionPaid Time Off (PTO) Parental LeaveTuition Reimbursement Begins first of the month following date of hire: Medical, Dental, VisionCritical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance ProgramFlexible Spending AccountDependent Care AccountHealth Savings Account VISIT OUR WEBSITE : ************************************* LINKEDIN: ************************************************************* EndFragment
    $32k-39k yearly est. Auto-Apply 5d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Dartmouth, MA jobs

    Job Description Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. 5d ago
  • Universal Banker III

    Bristol County Savings Bank 3.6company rating

    Dartmouth, MA jobs

    Job Description Universal Banker lll Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. 1. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service experience. Fulfill customer financial needs by utilizing the sales process which may include referring to business partners, closing sales and completion of Customer Summaries. 2. May manage a Personal Banker Portfolio. 3. Encourage automated transaction handling to customers by conducting demonstrations of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 4. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 5. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 6. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 7. May supervise and coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May supervise and schedule daily activities of subordinate staff, assist tellers with customer transactions and/or supervise daily branch settlement and monitor teller's shorts and overages. 8. Will have override authority. Maintains Branch Cash Vault. - Orders and ships, coin & Currency. Ensures branch is in compliance with all policies and procedures. May be responsible for vault and teller cash. May have the ability to take and close consumer loans including equity loans. May possess key and alarm codes. 9. May assist with the branch operations and with the training and coaching of branch personnel, consistent with the sales and operational protocols established by the Bank. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Fully Universal Banker Certified. 12. Branch must be a Tier II or Tier III. One (1) UB III per Branch. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: Performs related and unrelated duties as may be required. REQUIREMENTS: • Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. • Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. • Requires the ability to apply strong analytical skills in reviewing data received from business partners. • Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. • Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. SUPERVISORY SCOPE: May include additional supervisory responsibilities in the absence of the assistant branch manager. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. 25d ago
  • Universal Banker III

    Bristol County Savings Bank 3.6company rating

    Dartmouth, MA jobs

    Universal Banker lll Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1 st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. 1. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service experience. Fulfill customer financial needs by utilizing the sales process which may include referring to business partners, closing sales and completion of Customer Summaries. 2. May manage a Personal Banker Portfolio. 3. Encourage automated transaction handling to customers by conducting demonstrations of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 4. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 5. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 6. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 7. May supervise and coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May supervise and schedule daily activities of subordinate staff, assist tellers with customer transactions and/or supervise daily branch settlement and monitor teller's shorts and overages. 8. Will have override authority. Maintains Branch Cash Vault. - Orders and ships, coin & Currency. Ensures branch is in compliance with all policies and procedures. May be responsible for vault and teller cash. May have the ability to take and close consumer loans including equity loans. May possess key and alarm codes. 9. May assist with the branch operations and with the training and coaching of branch personnel, consistent with the sales and operational protocols established by the Bank. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Fully Universal Banker Certified. 12. Branch must be a Tier II or Tier III. One (1) UB III per Branch. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: Performs related and unrelated duties as may be required. REQUIREMENTS: • Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. • Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. • Requires the ability to apply strong analytical skills in reviewing data received from business partners. • Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. • Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. SUPERVISORY SCOPE: May include additional supervisory responsibilities in the absence of the assistant branch manager. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. Auto-Apply 24d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    New Bedford, MA jobs

    Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1 st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish or Portuguese Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. Auto-Apply 60d+ ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    New Bedford, MA jobs

    Job Description Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish or Portuguese Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************
    $32k-39k yearly est. 26d ago
  • Universal Banker

    Bluestone Bank 3.2company rating

    Norton, MA jobs

    Job DescriptionDescription: Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. 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 recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $21.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Pay for this position depends upon experience. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems. Adheres to compliance regulations and operational policies and procedures. Cross-sells Bank products and services to meet customer needs. Processes financial transactions accurately and timely, balances within percentage guidelines. Assists with day-to-day operations of the branch. Provides coverage at any location required. Performs additional duties as requested. The pay range for this position is $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements: Six months or more of customer service experience. High school Diploma or equivalent. Possesses strong customer service and excellent communications skills. Ability to quickly learn and properly use various software programs. Bilingual in Spanish or Portuguese is a plus.
    $18.5-21.5 hourly 16d ago
  • Universal Banker

    Bluestone Bank 3.2company rating

    Norton, MA jobs

    Full-time Description Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. 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 recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $21.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Pay for this position depends upon experience. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems. Adheres to compliance regulations and operational policies and procedures. Cross-sells Bank products and services to meet customer needs. Processes financial transactions accurately and timely, balances within percentage guidelines. Assists with day-to-day operations of the branch. Provides coverage at any location required. Performs additional duties as requested. The pay range for this position is $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements Six months or more of customer service experience. High school Diploma or equivalent. Possesses strong customer service and excellent communications skills. Ability to quickly learn and properly use various software programs. Bilingual in Spanish or Portuguese is a plus.
    $18.5-21.5 hourly 60d+ ago
  • Universal Banker

    Berkshire Bank 4.6company rating

    Universal banker job at Berkshire Ban

    Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Springfield, MA - 220 Westfield St Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: * Customer Service - 50% * Creates an exceptional client experience by demonstrating Berkshire Bank's "BeFIRST" values displaying energy and spirit to create a positive and collaborative work environment. * Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. * Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs * Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. * Explains Bank policy and procedures to clients and resolves routine service concerns. * Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. * Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. * Is proficient in the digital banking space and can assist clients with adoption. * Client Service Line Duties - 50% * Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. * Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. * Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. * Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. * Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. * Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: * High school diploma or equivalent * Banking courses a plus Experience: * Proven experience in a goal-oriented sales or customer service environment * Cash handling experience preferred * Sales experience preferred Skills & Knowledge: * Superior customer service skills * Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction * Ability to identify customer needs and make appropriate sales * Basic computer skills * Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $18-29.5 hourly 7d ago

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