Universal Banker I
Universal banker job at Bristol County Savings Bank
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: *************************************************************
Universal Banker III
Universal banker job at Bristol County Savings Bank
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: *************************************************************
Universal Banker Representative (Teller)
Pittsfield, MA jobs
At MountainOne Bank , we believe in building strong relationships with our customers, our communities, and our team members! We're looking for a friendly, detail-oriented Universal Banker Representative (Teller) who is passionate about delivering exceptional service and creating a welcoming experience for everyone who walks through the doors.
What You'll Do:
Provide outstanding customer service by greeting customers warmly, answering questions, and assisting with their banking needs
Accurately process a variety of transactions, including deposits, withdrawals, payments, and transfers
Balance cash drawer daily and maintain appropriate cash levels
Promote MountainOne products and services that meet customer needs
Ensure compliance with Bank policies, procedures, and regulations
Pay Range: $20.00 - $23.00 hourly, based on experience
Universal Banker (Float) - Rowley, MA
Rowley, MA jobs
About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker (Float) to join the team in our Rowley branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team then please apply today!
NOTE Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
* Process financial transactions including deposits, withdrawals, check cashing and loan payments
* Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
* Proactively develops new customer relationships and expands relationship with existing customer
* Research and resolve all customer problems and inquires
* Interview consumer loan applicants. Submit and close consumer and equity loans
* Educates customers on all products and services and alternate delivery channels
* Cross sell products and services
* Engage in outside business development activities including cold calling and community involvement
* Contribute to the overall branch goals in sales and service
Job Specifications
* High School diploma or GED required
* Previous teller experience and cash handling experience
* Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
* Good oral and written communication skills
* Detail oriented and good organization skills
* Good working knowledge of all bank operating procedures, practice and policies
* Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
* Ability to analyze situations and solve complex issues
Universal Banker (Float) - Rowley, MA
Rowley, MA jobs
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker (Float) to join the team in our Rowley branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team then please apply today!
NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
• Process financial transactions including deposits, withdrawals, check cashing and loan payments
• Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
• Proactively develops new customer relationships and expands relationship with existing customer
• Research and resolve all customer problems and inquires
• Interview consumer loan applicants. Submit and close consumer and equity loans
• Educates customers on all products and services and alternate delivery channels
• Cross sell products and services
• Engage in outside business development activities including cold calling and community involvement
• Contribute to the overall branch goals in sales and service
Job Specifications
• High School diploma or GED required
• Previous teller experience and cash handling experience
• Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
• Good oral and written communication skills
• Detail oriented and good organization skills
• Good working knowledge of all bank operating procedures, practice and policies
• Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
• Ability to analyze situations and solve complex issues
Auto-ApplyUniversal Banker (Float) - Rowley, MA
Rowley, MA jobs
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker (Float) to join the team in our Rowley branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team then please apply today!
NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
• Process financial transactions including deposits, withdrawals, check cashing and loan payments
• Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
• Proactively develops new customer relationships and expands relationship with existing customer
• Research and resolve all customer problems and inquires
• Interview consumer loan applicants. Submit and close consumer and equity loans
• Educates customers on all products and services and alternate delivery channels
• Cross sell products and services
• Engage in outside business development activities including cold calling and community involvement
• Contribute to the overall branch goals in sales and service
Job Specifications
• High School diploma or GED required
• Previous teller experience and cash handling experience
• Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
• Good oral and written communication skills
• Detail oriented and good organization skills
• Good working knowledge of all bank operating procedures, practice and policies
• Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
• Ability to analyze situations and solve complex issues
Auto-ApplyUniversal Banker
Fall River, MA jobs
PURPOSE:The Universal Banker provides support to the BM and ABM in assisting customers. The Universal Banker may assist management with administrative functions. By delivering a world-class customer experience for all current and prospective customers, the Universal Banker deepens and retains existing customer relationships and may assist with mentoring the teller staff to do the same. Responsible for achieving personal sales goals and proactively guiding sales activities of the platform staff toward achievement of branch goals.ESSENTIAL DUTIES AND RESPONSIBILITIES:• Ensure operational integrity and risk management by ensuring that procedural requirements and processes are known and utilized.• Meet established sales goals and acts as a leader in the branch.• May provide guidance to tellers in complex customer transactions. May assist in the training and coaching of tellers.• When teller line volume warrants, will provide assistance in the daily teller activities needed to meet the demands of the branch including processing teller transactions and performing standard teller activities.• Provide a supporting role ensuring platform team members to ensure customer service levels are exceeding customer expectations.• Greet and interact with each customer and non-customer with world class service.• May maintain and balance own cash drawer, daily ATM transactions, branch work and vault cash.• Able to open new customer accounts and take loan applications as opportunities arise. Identify cross-sell opportunities to deepen the customer relationship with BankFive. Make outbound calls to review current products and services to ensure customers are highly satisfied.• Answer inquiries regarding bank products and services. Assist customers with problem resolution. This may occur on the teller line, at the desk or over the telephone.QUALIFICATIONS:• Associate's degree in Business or related area is preferred; High School diploma or equivalent is required.• Two of progressive retail banking experience preferred; Bank experience is required.• NMLS registration or eligibility for registration is required.• Proven experience in customer service, sales/business development and problem solving skills required.• Ability to use various office equipment including computer terminal; Intermediate Microsoft Office skills preferred; knowledge of banking platform programs required.• Ability to work under pressure, within deadlines, prioritize and manage changing priorities and multiple tasks simultaneously.• Notary public required (eligibility for registration required at hire).EFFORT:• Able to lift in excess of 50 lbs.• Must be able to stand for an extended period of time.• Essential to follow written and verbal directions. This role routinely uses standard office equipment such as computers, photocopiers, and scanners.• Needs to be able to move about inside the office space to access file cabinets, office equipment, etc. May work in closets / confined storage areas.• Use of hands and fingers to handle/ operate a computer and other office machinery such as a calculator, copy machine, scanner, computer printer,• Position does involve crawling/ squatting / kneeling/ to place or move objects under desks or in closets.• Frequently communicates verbally directly with customers and coworkers; uses telephone to exchange information.• Specific vision abilities required by this job include: close vision, distance visions, ability to adjust focus.• Regular travel between main office and branches, often within day of notice WORK ENVIRONMENT:• Schedule varies weekly; shifts include early arrival, late departure, overtime, and/or Saturday / Sunday hours.• Work will be a combination of standing behind the teller line or at the desk assisting customers one on one.• Frequent distractions include overhearing coworker conversations, employees working through the area and similar interruptions
Auto-ApplyUniversal Banker - Lexington
Lexington, MA jobs
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Lexington branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
• Process financial transactions including deposits, withdrawals, check cashing and loan payments
• Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
• Proactively develops new customer relationships and expands relationship with existing customer
• Research and resolve all customer problems and inquires
• Interview consumer loan applicants. Submit and close consumer and equity loans
• Educates customers on all products and services and alternate delivery channels
• Cross sell products and services
• Engage in outside business development activities including cold calling and community involvement
• Contribute to the overall branch goals in sales and service
Job Specifications
• High School diploma or GED required
• Previous teller experience and cash handling experience
• Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
• Good oral and written communication skills
• Detail oriented and good organization skills
• Good working knowledge of all bank operating procedures, practice and policies
• Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
• Ability to analyze situations and solve complex issues
Auto-ApplyUniversal Banker - Lexington
Lexington, MA jobs
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Lexington branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
• Process financial transactions including deposits, withdrawals, check cashing and loan payments
• Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
• Proactively develops new customer relationships and expands relationship with existing customer
• Research and resolve all customer problems and inquires
• Interview consumer loan applicants. Submit and close consumer and equity loans
• Educates customers on all products and services and alternate delivery channels
• Cross sell products and services
• Engage in outside business development activities including cold calling and community involvement
• Contribute to the overall branch goals in sales and service
Job Specifications
• High School diploma or GED required
• Previous teller experience and cash handling experience
• Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
• Good oral and written communication skills
• Detail oriented and good organization skills
• Good working knowledge of all bank operating procedures, practice and policies
• Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
• Ability to analyze situations and solve complex issues
Auto-ApplyUniversal Banker - Lexington
Lexington, MA jobs
About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Lexington branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
NOTE Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
* Process financial transactions including deposits, withdrawals, check cashing and loan payments
* Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
* Proactively develops new customer relationships and expands relationship with existing customer
* Research and resolve all customer problems and inquires
* Interview consumer loan applicants. Submit and close consumer and equity loans
* Educates customers on all products and services and alternate delivery channels
* Cross sell products and services
* Engage in outside business development activities including cold calling and community involvement
* Contribute to the overall branch goals in sales and service
Job Specifications
* High School diploma or GED required
* Previous teller experience and cash handling experience
* Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
* Good oral and written communication skills
* Detail oriented and good organization skills
* Good working knowledge of all bank operating procedures, practice and policies
* Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
* Ability to analyze situations and solve complex issues
Universal Banker
Charlton, MA jobs
Full-time Description Universal Banker - Start Your Banking Career With Us!
Savers Bank | Full-Time | Non-Exempt
Are you a people-person who loves helping others, enjoys sales, and is looking to start or grow a career in banking?
At Savers Bank, our Universal Bankers are the heart of our branches-friendly, solutions-focused professionals who make every customer feel supported and valued.
This entry-level role is perfect for someone with strong customer service experience, comfort with technology, and a natural ability to connect with others.
What You'll DoBe the Face of the Branch
Greet customers, handle everyday transactions (deposits, withdrawals, payments, etc.), and create a welcoming, positive experience.
Answer questions, resolve issues, and provide quick, effective solutions.
Document customer interactions and escalate concerns when needed.
Help Customers Choose the Right Products
Learn customers' goals and recommend accounts, digital tools, and services that fit their needs.
Actively engage in sales conversations and participate in branch promotions and local outreach.
Use CRM tools to track sales activities and deepen customer relationships.
Master the Basics of Banking
Open new accounts, issue debit cards, process wires, set up online banking, and assist with safe deposit access.
Support customers with digital banking troubleshooting and account maintenance.
Assist with consumer loan advances and payoffs.
Handle Cash With Confidence
Balance your drawer, assist with vault and ATM transactions, and follow all security and dual-control procedures.
Verify identification, prevent fraud, and maintain accurate transaction records.
Keep the Branch Running Smoothly
Support branch operations such as opening/closing, audits, and compliance activities.
Maintain knowledge of banking regulations, including BSA/AML requirements.
Complete required reporting such as CTRs, SARs, and monetary instrument logs.
Make an Impact in the Community
Participate in volunteer events and CRA initiatives that help strengthen the communities we serve.
If you enjoy helping people, want a role where no two days are the same, and are ready to build a long-term career, we want to meet you.
Apply today and grow your career with Savers Bank!
Requirements What We're Looking For
Friendly, outgoing, customer-service-driven personality
Sales-oriented mindset with eagerness to learn and grow
Comfort with technology and digital banking tools
Strong attention to detail and ability to follow procedures
Ability to work in a team environment and build rapport with customers
What We Offer
Comprehensive training-minimal banking experience required
Growth opportunities across retail, lending, operations, and more
Supportive team culture rooted in integrity and community
Competitive benefits and work-life balance
Physical demands
Frequently moves about freely within the branch/office environment to conduct work activities and interact with clients.
Continuously operates computers and office productivity equipment such as phones, printers, and audio/visual aids.
Frequently remains seated for extended periods to perform desk-based work.
Occasionally lifts and carries lightweight objects and materials, such as boxes of supplies, ledgers, or files under 20 lbs.
Infrequently stoops, kneels, or reaches during activities like accessing lower file drawers or storage areas.
Continuously communicates verbally in person and over the phone/video conferencing tools to staff and clients.
Continuously utilizes visual acuity to operate equipment and review documents, reports, and computer screens.
Occasionally sets up and breaks down displays and promotional materials at external events, requiring lifting, carrying, and assembling equipment and displays.
Salary Description 17.65 - 21.50 PH, DOE
Universal Banker
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.
Universal Banker
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.
Universal Banker I
Universal banker job at Bristol County Savings Bank
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: *************************************************************
Universal Banker - North Shore
Essex, MA jobs
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Essex branch. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
Principal Duties and Responsibilities
• Process financial transactions including deposits, withdrawals, check cashing and loan payments
• Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
• Proactively develops new customer relationships and expands relationship with existing customer
• Research and resolve all customer problems and inquires
• Interview consumer loan applicants. Submit and close consumer and equity loans
• Educates customers on all products and services and alternate delivery channels
• Cross sell products and services
• Engage in outside business development activities including cold calling and community involvement
• Contribute to the overall branch goals in sales and service
Job Specifications
• High School diploma or GED required
• Previous teller experience and cash handling experience
• Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
• Good oral and written communication skills
• Detail oriented and good organization skills
• Good working knowledge of all bank operating procedures, practice and policies
• Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
• Ability to analyze situations and solve complex issues
Auto-ApplyUniversal Banker III
Universal banker job at Bristol County Savings Bank
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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
Auto-ApplyUniversal Banker III
Universal banker job at Bristol County Savings Bank
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: *************************************************************
Universal Banker - North Shore
Essex, MA jobs
About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Essex branch. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
Principal Duties and Responsibilities
* Process financial transactions including deposits, withdrawals, check cashing and loan payments
* Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
* Proactively develops new customer relationships and expands relationship with existing customer
* Research and resolve all customer problems and inquires
* Interview consumer loan applicants. Submit and close consumer and equity loans
* Educates customers on all products and services and alternate delivery channels
* Cross sell products and services
* Engage in outside business development activities including cold calling and community involvement
* Contribute to the overall branch goals in sales and service
Job Specifications
* High School diploma or GED required
* Previous teller experience and cash handling experience
* Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
* Good oral and written communication skills
* Detail oriented and good organization skills
* Good working knowledge of all bank operating procedures, practice and policies
* Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
* Ability to analyze situations and solve complex issues
Universal Banker - North Shore
Essex, MA jobs
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Essex branch. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
Principal Duties and Responsibilities
• Process financial transactions including deposits, withdrawals, check cashing and loan payments
• Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
• Proactively develops new customer relationships and expands relationship with existing customer
• Research and resolve all customer problems and inquires
• Interview consumer loan applicants. Submit and close consumer and equity loans
• Educates customers on all products and services and alternate delivery channels
• Cross sell products and services
• Engage in outside business development activities including cold calling and community involvement
• Contribute to the overall branch goals in sales and service
Job Specifications
• High School diploma or GED required
• Previous teller experience and cash handling experience
• Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
• Good oral and written communication skills
• Detail oriented and good organization skills
• Good working knowledge of all bank operating procedures, practice and policies
• Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
• Ability to analyze situations and solve complex issues
Auto-ApplyUniversal Banker I
Universal banker job at Bristol County Savings Bank
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
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