Universal Banker

Description

Savers Bank | Retail Banking

Location: Charlton, Massachusetts
Job Type: Full-Time | On-Site
Compensation range: $19.00 - $23.00

At Savers Bank
, we believe exceptional banking goes beyond processing transactions. It's about creating meaningful connections, earning trust, recognizing opportunities, and delivering financial solutions that make a difference.

We're looking for an enthusiastic,
sales-driven Universal Banker who brings energy, initiative, and a passion for customer relationships to our Retail Banking team.

Our ideal candidate actively engages customers, ask thoughtful questions, uncover financial needs, and confidently recommend products and services that deliver value.

Drive Sales & Build Lasting Customer Relationships

• Proactively engage customers to identify financial needs, uncover opportunities, and recommend appropriate banking products and services.
• Build and deepen relationships with existing customers while identifying opportunities to attract new business.
• Take ownership of individual sales and referral goals while contributing to overall branch performance.
• Confidently introduce deposit products, digital banking solutions, and other financial services that align with customer needs.
• Recognize opportunities for additional banking relationships and generate qualified referrals to appropriate business partners.
• Participate in branch sales initiatives, promotional campaigns, and community outreach efforts.
• Maintain accurate records of customer interactions, sales activities, and follow-up opportunities using available banking and CRM systems.
• Demonstrate initiative, accountability, and a consistent commitment to achieving results.

Deliver an Exceptional Customer Experience

• Create welcoming, personalized experiences that build customer confidence and loyalty.
• Ask meaningful questions, actively listen, and offer solutions that address both immediate and long-term financial needs.
• Process deposits, withdrawals, transfers, loan payments, and other banking transactions accurately and efficiently.
• Resolve customer concerns professionally while identifying opportunities to strengthen relationships.
• Follow through on customer commitments to ensure satisfaction and continued engagement.

Provide Comprehensive Banking Solutions

• Open, maintain, and service consumer deposit accounts.
• Assist customers with debit cards, online and mobile banking, account services, and other financial solutions.
• Educate customers on products and services that enhance convenience and support their financial goals.
• Recognize opportunities to introduce customers to lending and other specialized banking services.

Support Branch Performance & Operational Excellence

• Accurately balance cash drawers and support ATM, vault, and daily branch operations.
• Follow established security procedures, internal controls, and banking regulations, including Bank Secrecy Act requirements.
• Support fraud prevention and maintain the highest standards of accuracy and confidentiality.
• Collaborate with teammates to achieve branch objectives and deliver consistent service.
• Contribute to a positive, high-performing environment where teamwork, accountability, and results matter.

PHYSICAL DEMANDS:

• Frequently moves about freely within the branch/office environment to conduct work activities and interact with clients.
• Continuously operates computers and office productivity equipment such as phones, printers, and audio/visual aids.
• Frequently remains seated for extended periods to perform desk-based work.
• Occasionally lifts and carries lightweight objects and materials, such as boxes of supplies, ledgers, or files under 20 lbs.
• Infrequently stoops, kneels, or reaches during activities like accessing lower file drawers or storage…