Universal Banker II - Church Hill

About the role

Newtown Savings Bank is seeking a professional, positive, and high energy team player for the Universal Banker II position in our Church Hill (Newtown) branch. This role works with Branch Management to implement and carry out Bank policy, procedures, and goals with respect to the overall operation of the branch. The Universal Banker II proactively generates new deposit accounts, loan applications, and investment referrals, and manages the branch in the absence of Branch Management as necessary. This position also assists with the development and coaching of staff.

Responsibilities

• Provide prompt and courteous service to all external and internal customers.
• Courteously resolve customer complaints or properly refer them to Branch Management as needed.
• Use courteous telephone etiquette when answering, transferring, and calling customers.
• Proactively greet lobby customers to provide excellent customer service and create a welcoming environment.
• Offer solutions and solicit new business from customers and potential customers by uncovering needs and making appropriate recommendations.
• Promote deposit products and related services to enhance profitability and reach defined goals.
• Accurately respond to customer inquiries and identify new sales opportunities.
• Refer customers to Commercial Lending, Mortgage, and Newtown Investment Solutions as appropriate.
• Assist Branch Management with motivational sales and coaching techniques to reach quarterly goals.
• Develop new account relationships and open accounts based on customer needs.
• Accept consumer and business loan and credit card applications.
• Work with the Customer Experience Manager to drive staff to achieve operational and sales goals.
• Lead the branch in the absence of the Customer Experience Manager, including opening and closing.
• Provide timely coaching and motivation to employees and assist in performance management.
• Support Branch Management and create an environment where employees feel engaged, supported, and valued.
• Assist with creating weekly branch schedules to ensure adequate staffing.
• Support overall operational efficiency, including audit requirements and results.
• Perform customer information and account maintenance.
• Complete customer domestic and international wire requests within authority limits.
• Perform additional international transactions such as foreign currency requests and foreign cash letters.
• Monitor and process overdrafts on a daily basis and render decisions within authority by set deadlines.
• Process all teller transactions in accordance with Bank policy and procedure.
• Assist Branch Management with administrative duties, including ATM balancing, night drop processing, branch balancing, and other daily operations.
• Demonstrate leadership with 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.
• Complete all compliance requirements by scheduled deadlines.
• Meet with immediate supervisor to discuss service, sales performance, employee development, and personal career growth.
• Provide input to Branch Management regarding performance of tellers and Universal Banker I’s.
• Assist in providing feedback for quarterly check-ins, annual employee performance evaluations, and SMART goals.
• 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.
• Two years of previous relevant customer service and/or sales experience.
• Sales experience preferred.
• Banking experience preferred.
• Customer service experience preferred.
• Supervisory experience preferred.

Skills

• 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 or oral form. Ability to perform a variety of duties without loss of efficiency or composure. Ability to multitask and perform repetitive work according to set procedures while meeting 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, follow instructions, 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 are designed to indicate the general nature and level of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Schedule

• Required to work weekends.
• May be required to work extended hours.
• Regular, reliable attendance is critical.

Benefits

Full-time employees receive a complete benefit package including:

• Generous 401(k).
• Medical benefits.
• Paid time off.
• Short- and long-term disability programs.