Universal Banker I - White Hills (Shelton)

Location: Shelton, CT

About the role

Newtown Savings Bank is seeking a professional, positive, high energy team player for the role of Universal Banker I in their White Hills (Shelton) branch. The Universal Banker I works with Branch Management to implement and carry out Bank policy, procedures, and goals with respect to the overall operation of the branch. This role proactively generates new deposit accounts, loan applications, and investment referrals, and generates leads for all banking relationships.

Responsibilities

• Provide prompt and courteous service to all external and internal customers.
• Courteously resolve customer complaints or properly refer them to Management as needed.
• Use courteous telephone etiquette when answering, transferring, and calling customers.
• Be proactive in the greeting of lobby customers to provide excellent customer service.
• Create welcoming customer-friendly environment.
• Proactively offer solutions and be willing to solicit new business from customers and potential customers by uncovering needs, identifying solutions, and making the appropriate recommendations.
• Promote the complete line of deposit products and related services to customers in an effort to reach defined goals and enhance profitability.
• Accurately respond to customer inquiries and identify new sales opportunities.
• Refer customers to the appropriate sales representative, Commercial Lending, Mortgage, and Newtown Investment Solutions as appropriate.
• Develop new account relationships and open consumer accounts based on customer needs.
• Accept consumer credit card applications.
• Complete customer domestic wire requests within authority limits.
• Within authority limits, process all teller transactions in accordance with Bank policy and procedure; receive supervisor approval for those outside authority level.
• Perform all customer information and account maintenance.
• Assist Branch Management with certain administrative duties as required including, but not limited to ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed.
• Aid in the creation and maintenance of an environment where employees feel engaged, supported, and valued.
• Aid in weekly staff meetings, business development, and sales management activities.
• Maintain knowledge and follow all CIP, BSA, AML, and OFAC requirements, as set forth in the Bank’s policies, procedures, and programs.
• Complete all compliance requirements by scheduled deadlines.
• Meet with immediate supervisor to discuss service, sales performance, employee development, and personal career growth and development as established with Branch Management.
• Support the Bank’s Mission Statement, Vision Statement, and demonstrate the Bank’s core values.
• Meet the Bank’s volunteer specifications and be involved in community activities as necessary.

Requirements

• High School Diploma or equivalent
• Previous relevant customer service and/or sales experience
• Customer service experience preferred
• Sales experience preferred
• Communication Skills: Must be able to communicate effectively while interacting with internal and external customers in person, on the telephone, or in writing. Strong customer service skills required. Must be able to speak in small groups or one on one. Proficient in routine letters and customer correspondence.
• Problem Solving Skills: Ability to apply common sense understanding to carry out functions furnished in written form or oral form. Ability to perform a variety of duties without loss of efficiency or composure. Ability to multitask as well as to perform repetitive work according to set procedures and meet deadlines. Ability to perform well under pressure.
• Other Skills: Be task-oriented, organized, and work well in a team environment. Must have the ability to listen well and follow instructions, as well as to receive guidance and supervision, and follow work rules and procedures.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are designed to indicate the general nature and level of the knowledge, skill, and/or ability required. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

Full-time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.

Equal Opportunity Employer

Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.