Jobs · Finance · Pennsylvania

ESSA Bank, Universal Associate, Full Time

ESSA Bank · Tannersville, PA · 1 mo ago
On-siteFinanceFull-time

About the role

Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client’s needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.

Key Responsibilities

  • Enthusiastically greet our clients and engage in conversations.
  • Uncover opportunities and make product and service recommendations.
  • Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
  • Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
  • Follow all bank policies and operational procedures to ensure security and compliance.
  • Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

Attitudes

  • Builds Positive Relationships With Internal And External Clients By Valuing Other's Feelings And Rights In Both Words And Actions, And Embracing Other's Unique Beliefs, Backgrounds, And Perspectives By Demonstrating Respect- treat every client and colleague with dignity and respect.
  • Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
  • Inclusion- embrace diverse perspectives creating a welcoming environment for all.

Behaviors

  • Demonstrates Strong Business Ethics And Honest Behaviors And The Ability To Positively Influence And Work With Others To Achieve Excellent Results By Demonstrating Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
  • Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank’s standards and values.
  • Collaboration- work effectively within a team, contribute ideas, and support colleagues.
  • Volunteerism- actively support and participate in community outreach and volunteer initiatives.

Competencies

  • Reflects Skill, Good Judgement, Positive Conduct, And Personal Responsibility For Assigned Areas. Seeks To Implement And Leverage Services And Technologies That Create Efficiencies By Demonstrating Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
  • Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
  • Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.

Position Level Expectations

  • UA I- Open consumer and business deposit accounts
  • UA II- Ability to uncover and originate consumer loans plus all above duties.
  • UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of

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