Post job

Universal Banker jobs at Westfield Bank

- 4644 jobs
  • 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. 10d ago
  • Universal Banker II - FLOAT

    Kearny Bank 4.4company rating

    Bradley Beach, NJ jobs

    Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners. Support the implementation of the Kearny Bank Client Experience. Deliver strategic insights to improve the client experience. Lead, motivate, reward and develop the branch team. Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. Coach the sales process and each team member. Hold team accountable for sales objectives Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. Serves as a role model for branch team, provides guidance on appearance and dress, as needed. Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. Perform other duties as may be assigned. Qualifications Associate's degree or comparable professional training is required. Minimum 2 to 4 years Retail Banking experience. Ability to meet/exceed client experience needs, identify client/project needs. Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. Ability to model Relationship Building Techniques and effectively cross-sell. Ability to resolve client questions and/or complaints. Ability to manage staff and resolve conflict. Strong team player. Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. Ability to answer questions effectively, build client relationships and build internal and external networks. Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. Working knowledge of Microsoft Excel, Word, Access and Outlook. Ability to interact effectively and tactfully with all levels of the Bank. Ability to read, write and speak clearly. Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. PHYSICAL DEMANDS: 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. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions COMPENSATION $24.04-$33.65/hr
    $24-33.7 hourly Auto-Apply 49d ago
  • Universal Banker

    Affinity Federal Credit Union 4.2company rating

    New Providence, NJ jobs

    In order to continually provide our members with the highest level of service, Affinity FCU is seeking an experienced, results oriented and service focused individual to join our team of professionals at our branch location in New Providence , NJ . The starting salary range for a new hire in this role is $57k-$60k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Financial Services Consultants are responsible for delivering an exceptional member experience, build and deepening relationships, and helping consumer and small business members succeed financially. Successful candidate will engage members in conversation and ask questions to understand what's most important to them to determine what product, service and/or digital options align with their needs making banking easier for them while helping to improve their overall wellbeing. Position will also be responsible for opening new accounts, enrolling new members in digital solutions during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction and to improve their financial well-being. Successful candidate must be technologically savvy, especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity's corporate objectives. General Requirements: 3 - 5 years banking experience in a platform role is required. Prior CRM experience, preferably Salesforce, is desired. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience is essential. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees are eligible to participate in our multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription/vision coverage, comprehensive wellness program, mental wellbeing support, reproductive/family building benefits for both men and women, 401(k) plan with company match, basic term life insurance coverage, flexible spending accounts, identity protection, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, earn paid time off for volunteering and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Education Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer. Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability or sexual orientation. Explore career opportunities with Affinity and "Belong to something better." Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Universal Banker, Branch Banker, Relationship Banker, platform
    $57k-60k yearly Auto-Apply 46d 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 - Medina Branch

    ESL All Companies 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 60d+ ago
  • Universal Banker I - PART TIME

    Kearny Bank 4.4company rating

    Clifton, NJ jobs

    Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. Process client transactions according to the Bank's policies and procedures. Ensure regulatory requirements such as Anti Money Laundering and BSA are adhered to. Build client loyalty through courteous, professional service according to the Bank's established Sales and Service Standards. Maintain knowledge of all Bank products and services to effectively promote the Bank to clients. Identify clients' needs and make appropriate referrals of products and services while executing a smooth transition of client to platform personnel. In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. Perform other duties as may be assigned. Qualifications High school diploma or equivalent with at least one year of cash handling experience. Previous client service experience or a strong desire to work in the service industry. The ability to develop a complete working knowledge of the teller system including the use of a PC and calculator, as required to efficiently perform the job. Position requires flexibility and willingness to occasionally travel to other locations/branches; must work Saturdays. Ability to meet/exceed client experience needs, identify client/project needs. Strong team player. Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. Working knowledge of Microsoft Excel, Word, Access and Outlook. Ability to interact effectively and tactfully with all levels of the Bank. Ability to read, write and speak clearly. PHYSICAL DEMANDS: 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. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY This position has no supervisory responsibilities. COMPENSATION $21.00-$25.00/hr
    $21-25 hourly Auto-Apply 34d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Attleboro, MA jobs

    Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: AVP Retail Branch Manager/ VP Branch Manager Regional Team Leader 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. Auto-Apply 4d 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 13d ago
  • Universal Banker II - FLOAT

    Kearny Bank 4.4company rating

    Brick, NJ jobs

    Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners. Support the implementation of the Kearny Bank Client Experience. Deliver strategic insights to improve the client experience. Lead, motivate, reward and develop the branch team. Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. Coach the sales process and each team member. Hold team accountable for sales objectives Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. Serves as a role model for branch team, provides guidance on appearance and dress, as needed. Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. Perform other duties as may be assigned. Qualifications Associate's degree or comparable professional training is required. Minimum 2 to 4 years Retail Banking experience. Ability to meet/exceed client experience needs, identify client/project needs. Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. Ability to model Relationship Building Techniques and effectively cross-sell. Ability to resolve client questions and/or complaints. Ability to manage staff and resolve conflict. Strong team player. Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. Ability to answer questions effectively, build client relationships and build internal and external networks. Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. Working knowledge of Microsoft Excel, Word, Access and Outlook. Ability to interact effectively and tactfully with all levels of the Bank. Ability to read, write and speak clearly. Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. PHYSICAL DEMANDS: 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. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions COMPENSATION $24.04-$33.65/hr
    $24-33.7 hourly Auto-Apply 35d ago
  • Universal Banker I - Dublin

    Morris Bank 4.0company rating

    Dublin, GA jobs

    The Universal Banker plays a vital role in delivering a high-quality customer experience by performing both teller and customer service functions. The Universal Banker serves as the primary point of contact for customers in the branch, providing comprehensive service in both transactions and account management. This position combines cash-handling responsibilities with customer relationship management, providing a single point of contact for clients' financial needs. The Universal Banker is responsible for fostering a positive customer experience through efficient, accurate, and friendly service while also identifying opportunities to promote banking products and services. ESSENTIAL FUNCTIONS: Provides courteous and professional customer service by assisting customers with their banking needs. Performs a variety of financial transactions accurately and efficiently such as processing deposits, withdrawals, payments, check cashing, money orders and handling inquiries about products and services. Actively engages in cross-selling and referral activities to achieve branch sales targets by identifying and recommend products and services that meet customers' needs, such as checking accounts, loans, credit cards, and investment options. Redeems U.S. Savings Bonds Accepts loan payments and safe deposit box rental payments Admits customers to safe deposit boxes Answers inquires and provides information on various accounts, loan balances and other banking services Balances transactions at end of day and verifies cash totals Perform duties as defined in the Bank Secrecy Act/Anti-Money Laundering Program Recommends, explains, and opens new deposit accounts for customers Completes all necessary product and service documentation (such as preparing signature cards inputting account information into the system, ordering checks and ATM/Debit cards) to ensure customer needs are promptly and accurately satisfied and all security and legal requirements are met. Assist customers with Debit card questions and disputes May perform various administrative and other duties related to the operational function Prepares various activity reports and information as needed May sign such items as certified or cashier's checks. Opens or closes safety deposit boxes; billing for boxes; assists with inventory of deceased customer's boxes. Maintains confidentially of customer accounts Handles customers complaints related to the bank's services, explains service charges and follows through on misdirected items or errors Identify and mitigate potential fraud risks by verifying customer information and transaction details Document review: Reviewing documents for accuracy or legal compliance Researches and resolves customers problems by serving as a liaison between the customer and the appropriate bank area Assumes lead role in generating new customers relationship and expanding existing customers relationships Identifies customer's needs and provides advice and information (rates, terms, features, benefits, restrictions, fees, disclosures) to assist customers in making decisions which suit their financial situation. Handle customer complaints, troubleshoot problems, and escalate unresolved issues to management when necessary Refers customers to specialize products and services to the appropriate area and/or person Works closely with Electronic Banking to assist customers with Online Banking and Bill Pay questions or problems Adhere to all banking regulations, policies, and procedures to maintain a secure and compliant environment Originates wire transfer for customers as needed Assist with charge backs at supervisor's request Handle specific customer paperwork on request Participate in ongoing training, and development programs to enhance product knowledge, customer service skills, and sales techniques. Performs other task request by supervisor(s) as they relate to the bank and its functions REQUIRED EDUCATION, EXPERIENCE AND SKILLS High school diploma or equivalent; Associate's or bachelor's degree in business, Finance, or a related field preferred. Previous experience in banking, customer service, or sales is highly desirable. Strong knowledge of banking products, services, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment, handle multiple tasks, and manage time effectively. Proficient in using computer systems, including Microsoft Office Suite, and other banking software. Cash-handling experience with attention to detail and accuracy. Ability to work flexible hours, including weekends and holidays, as needed. Ability to work independently and in a team environment. Strong attention to detail, organizational skills, and problem-solving abilities. POSITION SPECIFIC COMPETENCIES Relationship management and communication skills Proactivity Sales and Cross Selling aptitude Knowledge of banking products, services, and regulations Problem-Solving skills Compliance Ability to handle cash and maintain a balanced cash drawer Teamwork and Collaboration Adaptability and Flexibility WORKING CONDITIONS AND PHYSICAL REQUIREMENTS Regular contact with general public. Travel will be required to other locations within the position's market to provide assistance and / or attend meetings. Also, travel for seminars and training may be required. Requires lifting of heavy coins which involves short distance movement of coin bags, which may weigh as much as 50 lbs. Position requires standing, stooping, kneeling, squatting and sitting. Must have ability to stand for long periods of time. Receives currency from all sources causes environment to be slightly unclean. Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone. Lobby environment requires professional demeanor and appearance. In the instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate before, during or after, to ensure business continuity. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS: None The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
    $29k-35k yearly est. 19d ago
  • Universal Banker I - Dublin

    Morris Bank 4.0company rating

    Dublin, GA jobs

    The Universal Banker plays a vital role in delivering a high-quality customer experience by performing both teller and customer service functions. The Universal Banker serves as the primary point of contact for customers in the branch, providing comprehensive service in both transactions and account management. This position combines cash-handling responsibilities with customer relationship management, providing a single point of contact for clients' financial needs. The Universal Banker is responsible for fostering a positive customer experience through efficient, accurate, and friendly service while also identifying opportunities to promote banking products and services. ESSENTIAL FUNCTIONS: Provides courteous and professional customer service by assisting customers with their banking needs. Performs a variety of financial transactions accurately and efficiently such as processing deposits, withdrawals, payments, check cashing, money orders and handling inquiries about products and services. Actively engages in cross-selling and referral activities to achieve branch sales targets by identifying and recommend products and services that meet customers' needs, such as checking accounts, loans, credit cards, and investment options. Redeems U.S. Savings Bonds Accepts loan payments and safe deposit box rental payments Admits customers to safe deposit boxes Answers inquires and provides information on various accounts, loan balances and other banking services Balances transactions at end of day and verifies cash totals Perform duties as defined in the Bank Secrecy Act/Anti-Money Laundering Program Recommends, explains, and opens new deposit accounts for customers Completes all necessary product and service documentation (such as preparing signature cards inputting account information into the system, ordering checks and ATM/Debit cards) to ensure customer needs are promptly and accurately satisfied and all security and legal requirements are met. Assist customers with Debit card questions and disputes May perform various administrative and other duties related to the operational function Prepares various activity reports and information as needed May sign such items as certified or cashier's checks. Opens or closes safety deposit boxes; billing for boxes; assists with inventory of deceased customer's boxes. Maintains confidentially of customer accounts Handles customers complaints related to the bank's services, explains service charges and follows through on misdirected items or errors Identify and mitigate potential fraud risks by verifying customer information and transaction details Document review: Reviewing documents for accuracy or legal compliance Researches and resolves customers problems by serving as a liaison between the customer and the appropriate bank area Assumes lead role in generating new customers relationship and expanding existing customers relationships Identifies customer's needs and provides advice and information (rates, terms, features, benefits, restrictions, fees, disclosures) to assist customers in making decisions which suit their financial situation. Handle customer complaints, troubleshoot problems, and escalate unresolved issues to management when necessary Refers customers to specialize products and services to the appropriate area and/or person Works closely with Electronic Banking to assist customers with Online Banking and Bill Pay questions or problems Adhere to all banking regulations, policies, and procedures to maintain a secure and compliant environment Originates wire transfer for customers as needed Assist with charge backs at supervisor's request Handle specific customer paperwork on request Participate in ongoing training, and development programs to enhance product knowledge, customer service skills, and sales techniques. Performs other task request by supervisor(s) as they relate to the bank and its functions REQUIRED EDUCATION, EXPERIENCE AND SKILLS High school diploma or equivalent; Associate's or bachelor's degree in business, Finance, or a related field preferred. Previous experience in banking, customer service, or sales is highly desirable. Strong knowledge of banking products, services, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment, handle multiple tasks, and manage time effectively. Proficient in using computer systems, including Microsoft Office Suite, and other banking software. Cash-handling experience with attention to detail and accuracy. Ability to work flexible hours, including weekends and holidays, as needed. Ability to work independently and in a team environment. Strong attention to detail, organizational skills, and problem-solving abilities. POSITION SPECIFIC COMPETENCIES Relationship management and communication skills Proactivity Sales and Cross Selling aptitude Knowledge of banking products, services, and regulations Problem-Solving skills Compliance Ability to handle cash and maintain a balanced cash drawer Teamwork and Collaboration Adaptability and Flexibility WORKING CONDITIONS AND PHYSICAL REQUIREMENTS Regular contact with general public. Travel will be required to other locations within the position's market to provide assistance and / or attend meetings. Also, travel for seminars and training may be required. Requires lifting of heavy coins which involves short distance movement of coin bags, which may weigh as much as 50 lbs. Position requires standing, stooping, kneeling, squatting and sitting. Must have ability to stand for long periods of time. Receives currency from all sources causes environment to be slightly unclean. Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone. Lobby environment requires professional demeanor and appearance. In the instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate before, during or after, to ensure business continuity. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS: None The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
    $29k-35k yearly est. 19d 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. 3d 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

    Bluestone Bank 3.2company rating

    Norton, MA jobs

    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

    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 24d 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
  • Senior Universal Banker - Bilingual, Somerset, NJ

    Financial Resources Federal Credit Union Inc. 4.5company rating

    Somerset, NJ jobs

    Job Description Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ! Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you! If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other. If you have a genuine desire to make a difference, if you value helping others achieve more, if you are a true people person and want to feel good about the work you do then we should talk. Whether your background is in banking, retail, hospitality, customer service, call center support, administrative support, clerical, general office work or maybe you took a break and are looking to return to the workforce, well it doesn't matter. We care about the type of person you are and the qualities you bring to our company and culture. We will provide the training and on-going development skills necessary to be successful and grow your career in a meaningful and worthwhile way. Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 7 public access branches and a team of 100 employees. We are available Nationwide! We are currently looking for a Senior Universal Banker in our Somerset, NJ location. This person should have at least 2 years of banking experience as a universal banker, teller, customer service rep, or any other branch position and be bilingual in Spanish and English. A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years . When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture! What we offer to our team members: Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period A competitive salary Generous paid time off Health, dental and vision plans for employees and their families Health Savings and Flex Spending Accounts Paid Parental Leave Programs Short and Long-Term Disability Programs Company provided life insurance and low-cost supplemental insurance plans 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions Paid volunteer days Opportunities for career advancement with continuous learning and development Tuition reimbursement We ask that you: Demonstrate a positive attitude and willingness to help others Be a good team member, the type of person people want to work with Have some basic computer skills Care about the work we do If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
    $28k-36k yearly est. 18d ago
  • Universal Banker, Full Time - Flemington, NJ

    Financial Resources Federal Credit Union Inc. 4.5company rating

    Flemington, NJ jobs

    Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ! Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you! If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other. If you have a genuine desire to make a difference, if you value helping others achieve more, if you are a true people person and want to feel good about the work you do then we should talk. Whether your background is in banking, retail, hospitality, customer service, call center support, administrative support, clerical, general office work or maybe you took a break and are looking to return to the workforce, well it doesn't matter. We care about the type of person you are and the qualities you bring to our company and culture. We will provide the training and on-going development skills necessary to be successful and grow your career in a meaningful and worthwhile way. Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide! We are currently looking for a Universal Banker to work in our Flemington, NJ branch. A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years . When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture! What we offer to our team members: Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period A competitive salary Generous paid time off Health, dental and vision plans for employees and their families Health Savings and Flex Spending Accounts Paid Parental Leave Programs Short and Long-Term Disability Programs Company provided life insurance and low-cost supplemental insurance plans 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions Paid volunteer days Opportunities for career advancement with continuous learning and development Tuition reimbursement We ask that you: Demonstrate a positive attitude and willingness to help others Be a good team member, the type of person people want to work with Have some basic computer skills Care about the work we do If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
    $28k-36k yearly est. Auto-Apply 17d ago
  • Universal Banker, Full Time - Flemington, NJ

    Financial Resources Federal Credit Union Inc. 4.5company rating

    Flemington, NJ jobs

    Job Description Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ! Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you! If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other. If you have a genuine desire to make a difference, if you value helping others achieve more, if you are a true people person and want to feel good about the work you do then we should talk. Whether your background is in banking, retail, hospitality, customer service, call center support, administrative support, clerical, general office work or maybe you took a break and are looking to return to the workforce, well it doesn't matter. We care about the type of person you are and the qualities you bring to our company and culture. We will provide the training and on-going development skills necessary to be successful and grow your career in a meaningful and worthwhile way. Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide! We are currently looking for a Universal Banker to work in our Flemington, NJ branch. A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years . When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture! What we offer to our team members: Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period A competitive salary Generous paid time off Health, dental and vision plans for employees and their families Health Savings and Flex Spending Accounts Paid Parental Leave Programs Short and Long-Term Disability Programs Company provided life insurance and low-cost supplemental insurance plans 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions Paid volunteer days Opportunities for career advancement with continuous learning and development Tuition reimbursement We ask that you: Demonstrate a positive attitude and willingness to help others Be a good team member, the type of person people want to work with Have some basic computer skills Care about the work we do If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
    $28k-36k yearly est. 19d ago
  • Universal Banker II - Statesboro

    Morris Bank 4.0company rating

    Statesboro, GA jobs

    As a Universal Banker II you will be responsible for delivering exceptional customer service while performing a wide range of banking functions. Your role will involve interacting directly with customers to understand their financial needs, processing personal banking transactions, and assisting the lending officers and underwriters to facilitate the loan application process. You will be the face of the bank, ensuring that each customer has a positive experience and receives the financial services and advice they require. In addition to fulfilling the responsibilities of a Customer Service Representative, the Universal Banker II is responsible for deepening customer relationships by understanding their financial needs and offering appropriate solutions. ESSENTIAL FUNCTIONS Provide excellent customer service by greeting customers, addressing inquiries, and resolving issues promptly and effectively. Process daily transactions accurately, including deposits, withdrawals, check cashing, and payments. Maintain a thorough knowledge of the bank's products, services, and policies to provide accurate information to customers Engage customers to identify their financial needs and recommend appropriate products and services, such as savings accounts, credit cards, loans, and investment options. Build and maintain strong customer relationships to enhance loyalty and retention through personalized banking experiences. Conduct regular follow-ups with customers to ensure satisfaction and identify further needs. Assist customers with the loan application process, including personal, auto, home equity, and other consumer loans. Conduct initial screenings to determine customer eligibility and provide guidance on required documentation. Collaborate with underwriters and lending officers to facilitate the loan approval process and communicate status updates to customers. Obtain pertinent information needed to move forward with loan closing Take loan applications and enter customer data into system Key loans into system and submit loans for approval Gather all necessary documents prior to closing to minimize exceptions Print loan checks and fill out general ledger tickets Close loans and send them to be booked Organize loan package and send original documents to appropriate party for filing Assist lender in working upcoming maturities Assist lender with past due reports Prioritize exceptions and monitor them monthly Provide superior customer service Perform other duties as assigned by management Actively promote bank products and services to meet sales targets. Utilize cross-selling techniques to introduce customers to additional banking services that meet their financial needs. Participate in branch sales campaigns, events, and other activities to drive business growth. Collaborate with colleagues to ensure a seamless and positive customer experience. Participate in regular training sessions to stay up-to-date with banking products, services, and compliance regulations. Provide mentorship and support to less experienced team members as needed. REQUIRED EDUCATION, EXPERIENCE, AND SKILLS Minimum two-year college degree One to two years of similar or related experience in retail banking, customer service, or sales roles. Strong knowledge of banking products, services, and lending processes General knowledge of bank operations, policies, and procedures Must be thorough, precise, and detail-oriented Ability to interact and communicate professionally with customers and fellow employees Must take full responsibility for job duties and work with limited supervision Ability to speak tactfully via telephone and minimize grammatical error in written communication Proficient in basic computer programs (Microsoft Word, Excel, etc.) Excellent communication, interpersonal, and problem-solving skills. Proven ability to build and maintain customer relationships. Strong attention to detail and accuracy in transaction processing. Proficiency in using banking software and MS Office applications. POSITION SPECIFIC COMPETENCIES: Initiative- The ability to perform job responsibilities independently and responsibly in a fast-paced environment Organizational Skills- Demonstrates the ability to have multiple projects and assignments are completed according to established timeframes. Information is maintained and it easily accessible. Materials and work areas are very orderly and easy to find and share. Communication- Demonstrates active listening and interpersonal skills. Be able to effectively communicate on written documents are clear, concise, and well-constructed. Strong problem-solving abilities and attention to detail. Proficiency in banking software and Microsoft Office Suite. Ability to handle confidential information with integrity and professionalism. Sales and cross-selling experience. Customer-focused mindset with a passion for providing exceptional service. Sales-oriented with a demonstrated ability to meet and exceed targets. PHYSICAL REQUIREMENTS Must be capable of operating all types of office equipment. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS None WORKING CONDITIONS Requires incumbent to remain sedentary within office Requires some travel for training/seminars The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
    $29k-35k yearly est. 13d ago

Learn more about Westfield Bank jobs