Universal Banker Supervisor

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FULL TIME NON EXEMPT LITCHFIELD, Litchfield, CT, US

4 days ago Requisition

Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker Supervisor coaches and guides the Universal Bank Team in the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker Supervisor is expected to set the example of meeting or exceeding the expectations of Customer Service Standards and assist Universal Bankers in identifying sales opportunities, cross selling products and services including referrals to branch sales team and brokerage personnel.

Must be proficient and able to instruct others in performing a variety of transactions; perform platform functions including account openings and consumer loans. The Universal Bank Supervisor uses 4 Square Coaching and In the Moment Coaching to guide and instruct Universal Bankers in exceeding the customer service standards.

Partner and guide team to actively support branch sales.

Attains individual sales goals, contribute to team sales goal, develop team in building their goals. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.

Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.

Maintain current and accurate records of sales tracking results.

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 and train others in all account opening/maintenance functions.

Maintain and oversee wire authority of up to $75,000.

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.

Provides efficient, effective, and courteous customer service according to the Bank’s standards. Set the example for the team. 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. Use the coaching tools (4 Square Coaching, In the Moment Coaching) to build confidence, set standards and expectations of Universal Bank Team.

Build customer relationships to encourage business retention.

Complete all work with accuracy and in a timely manner.

Address customer complaints and escalation customer complaints to management as appropriate.

Responsible for opening and closing branch with the management team. Perform operational functions and adhere to the policy and procedure as outlined in our Bank’s manuals (i.e., Reg. CC, BSA, etc.)

Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.

Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin…