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Universal Banker

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Bankwell
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Banking Operations, Retail Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

About Bankwell: Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients.

We’re passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We’re dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at

Summary of Position

The Universal Banker position is a multi-functional role with diverse responsibilities within the Retail Branch. This individual will be responsible for opening new accounts, managing customer account maintenance and servicing, as well as conducting teller transactions and assisting with the management of the branch cash and vault.

Responsibilities
  • Actively listening to the customer to assess their needs, meet those needs and deliver on the services promised
  • Cross selling bank products and services by understanding the diverse needs of each customer
  • Performing all Sales and Lead Teller responsibilities
  • Maintaining vault and ATM cash within required limits
  • Processing customer transactions in an accurate and timely manner
  • Proactively assisting in coaching the branch staff to have better consultative conversations
  • Leading by example by greeting lobby customers and answering the phone in a professional and courteous manner
  • Obtaining all necessary information and documentation for new accounts
  • Handling routine inquiries and serving as a filter for customer feedback
  • Ensuring daily activities comply with applicable regulations, policies and procedures
  • Assisting with daily, weekly and monthly branch and ATM reconciliations, balancing of general ledgers, and other operational duties including audits, etc.
  • Assisting in opening and closing the branch
  • Assisting other branch personnel or performing other duties as required
  • In absence of the Branch Manager or Assistant Branch Manager, the Universal Banker is responsible for managing the branch
Qualifications, Knowledge, Skills, and/or Abilities
  • Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry
  • Excellent verbal and written skills
  • Digital fluency
  • Customer service skills or prior quality sales experience
  • Strong communications skills including problem solving, task completion and customer focus
  • Interpersonal skills are a must, with the ability to deal with difficult situations and customers
  • Must be a team player
  • Detail oriented with the ability to handle confidential and sensitive information
  • Strong sense of integrity and personal ethics
  • Cash handling, processing and mathematical skills
  • Ability to lift up to 10 pounds occasionally and/or a negligible amount of lifting frequently or constantly to move objects
  • Willingness to work alternating shifts and Saturdays
  • Minimum 1-3 years relevant experience in consumer, business banking or retail services
Job Classification

Full-Time, Non-Exempt



Note:

This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties.

Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws.

Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act…

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