Universal Banker II - Danbury

PRIMARY 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.
• 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 Commercial Lending, Mortgage and Newtown Investment Solutions as appropriate.
• Assist Branch Management with motivational sales and coaching techniques in order 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 Customer Experience Manager to drive staff to achieve operational and sales goals.
• Lead in the absence of the Customer Experience Manager including opening and closing of branch.
• Provide timely coaching and motivation to employees and assist in the management of performance for those who fall below the minimum operational and sales performance objectives.
• Support Branch Management and create an environment where employees feel engaged, supported, and valued.
• Aid in creating weekly branch schedules to ensure adequate staffing of the branch.
• Aid in the overall operational efficiency including, but not limited to audit requirements and results.
• Perform all customer information and account maintenances.
• 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 deadline.
• Process all teller transactions in accordance with Bank policy and procedure.
• Aid in certain administrative duties as required including, but not limited to ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed.
• Assist with overall operational efficiency as well as audit requirements and results.
• 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, 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.
• Provide timely coaching to branch employees and assist as needed.
• Provide input to Branch Management regarding performance of tellers and Universal Banker I’s in branch.
• Aid in providing feedback for quarterly check-ins, annual employee performance evaluations and SMART goals for self.

QUALIFICATIONS

• High School Diploma or equivalent
• Two years previous relevant customer service and/or sales experience
• Sales experience preferred
• Banking experience preferred
• Customer service experience preferred
• Supervisory experience preferred
• Bilingual preferred (fluent in English and Spanish/Portuguese)
• 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 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.
• Attendance - 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.