Universal Banker

Join to apply for the Universal Banker role at KBW Financial Staffing & Recruiting

• Location:
  
  Springfield, MA (Harrison Ave)
• Pay: $20-$24 per hour
• Employment type:
  
  Permanent
• Work location:
  
  Onsite

• Excel at client service skills at all times to promote a positive brand image for Bank through face to face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.
• Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client’s needs
• Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty.
• Explains Bank policy and procedures to clients and resolves routine service concerns.
• Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce.
• Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage.
• Is proficient in the digital banking space and can assist clients with adoption.
• Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures.
• Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures.
• Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines.
• Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client.
• Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.
• Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings.
• Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

If interested, please reach out to

KBW
789

• Entry level

• Full-time

• Finance and Sales
• Industries:
  Staffing and Recruiting