Universal Banker - Shelton

Overview

Join to apply for the Universal Banker I - Shelton role at Newtown Savings Bank

Newtown Savings Bank is seeking a professional, positive, high energy team player for the role of Universal Banker I in our 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 proactively generate leads for all banking relationships.

May cover other branches as needed.

• 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 maintenances.
• 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.
• Assist with overall operational efficiency of the branch.
• Adhere to weekly staff schedule. Support Branch Management in creating and maintaining an environment where employees feel engaged, supported, and valued.
• Assist 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.
• 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.

• High School Diploma or equivalent
• Previous relevant customer service and/or sales experience
• Customer service experience preferred

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.

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.

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.

Required to work weekends and may be required to work extended hours and regular, reliable attendance is…