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Job Description JOB SUMMARY Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker I, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker I is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker I is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute to team sales goal attainment. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. Able to conduct all account opening/maintenance functions. *DEVELOPMENT OPPORTUNITIES Maintain and oversee wire authority of up to $50,000. May interview and complete consumer loan applications. May perform preliminary underwriting. May close consumer loans. May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards. May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer’s name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Constantly look for ways to improve the customer experience and communicate those ideas to branch management. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Address customer complaints and escalate customer complaints to supervisor as appropriate. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Perform operational functions and adhere to the policy and procedure as outlined in our Bank’s manuals (i.e., Reg. CC, BSA, etc.) Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault. Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed). Perform all duties in accordance with prescribed regulatory compliance guidelines. *DEVELOPMENT OPPORTUNITIES May complete wire transfers. Responsible for Identifying Cross Training Opportunities and Personal Development May assist in new hire onboarding. Continuously strive to improve personal development through policy, product, and banking knowledge. Maintain current knowledge of Bank’s products and services as well as policies and procedures. Attend relevant seminars and courses to update and advance knowledge and skills. Volunteer for special projects within the scope of your job responsibilities, including CRA eligible activities. Participate in community events and professional relationships for the benefit of the bank. EDUCATION/EXPERIENCE REQUIREMENTS High school diploma or equivalent required with 6 months to 1 year of relevant experience in banking, retail or sales. Supervisory experience preferred. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all Bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position. INITIATIVE Universal Banker I tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor. RESPONSIBILITY Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information. SUPERVISION May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and Universal Banker II, responsible for overseeing the quality and quantity of work of employees performing similar work. POSITION CONDITIONS Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens for long periods of time and the ability to adjust focus.

Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy. Community Loan Officer duties include o

A company is looking for a Commercial Banker (Ag Lender).

Relationship Banker, Silver Lane, CT. The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. Relationship Bankers proactively engage with customers to ide

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key an

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.Holds customer appointments sch

The Universal Banker I is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Universal Banker I tasks are generally standardized, not subject to major variation. Some application of judgment is required in guid

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.Holds customer appointments sch

The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch. In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and suppo

Establishes relationships with partner bankers to make effective referrals to them. The Retail Banker I is a customer liaison that is integral to delivering TDs Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs.

Job Title: Branch Customer Experience Specialist.Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.Specializes in

Branch Customer Experience Specialist.Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned

Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.South Windsor, CT - 1000 Sullivan Ave.Identify customer needs to make needs-based sales and build customer loyalty.Consistently striv

Relationship Banker In Branch Banking. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect custome

Bank Of America Financial Services Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every da

In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the B

Are you passionate about delivering exceptional customer experiences and ready to launch your career in banking? As a Banker, you'll be the friendly face of our branches-helping customers with their everyday banking needs, building meaningful relationships, and supporting real financial solutions.

In this role you will: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * Partic

Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.Holds customer appoi

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is

Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.Holds customer appoi

Relationship Banker - Simsbury / Enfield Area Simsbury, Connecticut;Bloomfield, Connecticut; East Longmeadow, Massachusetts; Windsor, Connecticut; Enfield, Connecticut **To proceed with your application, you must be at least 18 years of age. Lateral-US/job/Simsbury/Relationship-Banker---Simsbury--

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is

In this role you will: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * Partic

Overview: Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.Specializes in our branch customer experience throug

The Relationship Banker II role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. Ability to supervise and coach fellow relationship Bankers. Assist with supervision of banking center

In this role you will: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * Partic

Relationship Banker - Simsbury / Enfield Area Simsbury, Connecticut;Bloomfield, Connecticut; East Longmeadow, Massachusetts; Windsor, Connecticut; Enfield, Connecticut **To proceed with your application, you must be at least 18 years of age. Lateral-US/job/Simsbury/Relationship-Banker---Simsbury--

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

Administrative Assistant (Remote Position).Part-Time: $18–$24 per hour.Full-Time: $20–$28 per hour.We are seeking a dependable and well-organized Remote Administrative Assistant to support daily tasks, scheduling, communication, and general administrative operations.This role requires st

Administrative Assistant (Remote Position).Part-Time: $18–$24 per hour.Full-Time: $20–$28 per hour.We are seeking a dependable and well-organized Remote Administrative Assistant to support daily tasks, scheduling, communication, and general administrative operations.This role requires st

Customer Service Representative (Remote Position).Part-Time: $15–$18 per hour.Full-Time: $17–$22 per hour.We are seeking a friendly, patient, and professional Remote Customer Service Representative to handle customer inquiries and provide basic support across phone, email, or chat.This r

Customer Service Representative (Remote Position).Part-Time: $15–$18 per hour.Full-Time: $17–$22 per hour.We are seeking a friendly, patient, and professional Remote Customer Service Representative to handle customer inquiries and provide basic support across phone, email, or chat.This r

A company is looking for a Business Development Associate to support sales activities in the financial services sector.Key Responsibilities Partner with assigned VPs to drive sales activity with clients Develop and execute business plans in collaboration with VPs Facilitate case design requests

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

A company is looking for a Resales Specialist (Client Advisor) in Palo Alto.Key Responsibilities Drive sales through client engagement and product knowledge Provide high-level service while managing multiple customer journeys Educate clients on sustainable fashion and assist with store operation

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

A company is looking for a Bilingual Customer Service Healthcare Representative in North Carolina.Key Responsibilities Assist customers with healthcare-related inquiries, including insurance plan reviews and appointment scheduling Handle both inbound calls and outbound campaigns to inform custome

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

A company is looking for an Administrative Assistant II to provide internal administrative support to the credentialing team.Key Responsibilities Provide support functions, including managing a high-volume email box and processing credentialing applications Coordinate administrative staff workloa

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

A company is looking for a Customer Service Representative II (Adjudication).Key Responsibilities Review, input, and adjudicate claims accurately in compliance with program specifications Research and resolve escalated and complex claim issues in a timely manner Maintain and document all claiman

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

A company is looking for a Customer Service Rep I.Key Responsibilities Respond to member inquiries regarding benefits, eligibility, and claims with accuracy and courtesy Document inquiries and complaints in a computer database promptly and clearly Meet attendance and call quality standards while

Founded in Newington, Connecticut,.From the very beginning, our goal has been to spark growth by harnessing data-driven insights and developing bold, strategic solutions that empower businesses to thrive.By continuously striving to stay ahead of the curve, our aim is not only to drive success for ou

A company is looking for a Customer Service Representative (VA & TN).Key Responsibilities Deliver outstanding customer support through clear and effective communication Provide first-level assistance via phone and chat for patient/healthcare provider inquiries Maintain excellent Customer Service

We are committed to achieving peak performance and fostering a culture of continuous professional growth.As we expand our Newington team to support the Frontier Communications - Retail campaign, we are seeking a dynamic and results-driven Telecommunications Sales Associate to join our high-performin

A company is looking for an Associate Director for the West region.Key Responsibilities Lead the UNFI West Field Sales team and manage annual strategic joint business plans Drive efficient base and merchandising programs to optimize ROI and ensure superior execution of business plans Mentor and