Relationship Banker
Listed on 2026-01-14
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Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM, Bank Customer Service, Bilingual
Join to apply for the Relationship Banker role at Uni Bank for Savings
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We have a unique opportunity to join our team as a full-time Relationship Banker based at the new Worcester Branch across from Polar Park. We are a group of professional individuals passionate about supporting our customers and co-workers. We’re looking for someone who thrives on delivering exceptional customer service, loves forming relationships with customers, and enjoys an environment where no two days are the same.
Position OverviewResponsible for all customer service duties including sales and relationship management, while or exceeding established goals. Master the Uni Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Primary Accountabilities- Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport to generate loyalty.
- Serve as customers’ single point of contact on all Uni Bank products and services.
- Process a variety of teller and platform transactions quickly with minimal or no errors according to established bank policies.
- Cross-sell products and services and make appropriate referrals to other staff members and departments to ensure customer needs are met.
- Verify all transactions and perform cash drawer reconciliation upon completion of assigned shift to ensure compliance with Uni Bank Standards of Performance Policy.
- Perform security function by opening and closing bank vault and ensuring overall safety and security of bank grounds.
- Open new accounts, certificates of deposit, and other products; answer customer questions, provide account opening information, and ensure proper paperwork is completed and entered into the computer system.
- Takes consumer loan applications with a focus on cross-selling other bank products and services.
- Retain existing customers and develop new customer relationships.
- Implement all sales strategies, including new products and services, and participate in business development and outreach as directed by management.
- Proactively resolve customer complaints.
- Work in a team setting on various projects including employee contests, sales programs, etc.
- Adhere to established standards, policies and procedures.
- Deliver strong community visibility.
- Participate in community and networking events.
- Responsible for compliance with all laws, regulations, and corporate policies with specific adherence to branch operations, security and procedures.
- Other duties as assigned.
- High school diploma or equivalent required;
Associate’s Degree preferred. - Experience with cash handling, customer service, and sales required.
- Previous experience retail banking preferred.
- Must have strong verbal, written, math, customer service, sales, PC and operational skills.
- Ability to work independently and in a team environment.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
SAFE Act RegistrationThis 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 loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
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