Consumer Banking Specialist
Listed on 2026-03-01
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Finance & Banking
Business Administration, Office Administrator/ Coordinator -
Business
Business Administration, Office Administrator/ Coordinator
We have a Unique opportunity to join our team as a Consumer Banking Specialist joining our Retail Branch Administration team! We are group of talented, professional individuals passionate about supporting our customers and co-workers. We’re looking for someone who thrives in a position where delivering exceptional service with attention to detail is expected, who gets excited about forming relationships with teams across the company, and wants to work in an environment where no two days will ever be the same.
If being part of a team that gets to make a difference in their community is what you have been looking for – then come join us!
Supports the Sr. Director of Retail Banking and Customer Experience with reporting, scheduling, projects, and tracking of sales initiatives across retail branches, Market Executives and Business Development Officers. Responsible for projects as directed by the Sr. Director of Retail Banking & Customer Experience. Operates as a backup to the Retail Branch Administration Specialist in responsibilities for monthly dashboard, sales, transaction and incentive reports.
May represent the Retail Division through special committees or organizational projects.
- Process various letters, reports, and memos, and compose routine correspondence.
- Prepare and manage a variety of daily, weekly, monthly and annual reports to be distributed throughout the company which may include review and manipulation of databases.
- Coordinate executive communications, calendar and expense report management.
- Manage several corporate wide projects and prepare presentations as assigned.
- Assess the urgency and importance of organizational situations and take appropriate action to notify necessary team members for resolution. Engage with team leaders.
- Coordinate information from several sources and prepare a variety of reports required for executive management.
- Uphold a strict level of confidentiality. Develop and sustain a high level of professionalism among staff and clientele.
- Keep abreast of ongoing developments in the fields of finance and banking.
- Assist the team with developing and implementing new or improved products and services established by the business unit.
- Maintain and update all new policies or modifications to the guidelines and standards of the bank.
- Other duties as assigned.
- Associates degree required or equivalent;
Bachelor’s degree preferred - Minimum of three years’ experience required, five preferred. At least 2 years of banking experience helpful.
- Must have proficient computer skills, including Word and Excel, and excellent interpersonal, organizational, verbal and math skills.
- Ability to handle challenging situations with poise and tact.
- Must be able to work independently, make decisions, handle multiple projects simultaneously and use discretion in setting priorities.
We are Uni Bank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits.
We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history.
We are an exception to the rule.
We are unique. Unique to people. Unique to business. Unique to local government.
We are Uni Bank. Bank Different. Bank Unique.This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential…
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