Universal Banker

Location: Worcester, MA - Park Ave

Salary: $20-$24 per hour

Employment Type: Full-time (Perm)

Work Environment: Onsite

• Creates an exceptional client experience by demonstrating the bank’s “BeFIRST” values, displaying energy and spirit to create a positive and collaborative work environment.
• 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 and assistance to clients, and genuinely thank clients for their business.
• Establish, develop, and retain 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) at all times to promote a positive image for the Bank and build client loyalty.
• Explains Bank policy and procedures to clients and resolves routine service concerns.
• Asks clients questions related to their finances and manages relationships with tools such as the Relationship Planner and Salesforce.
• Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage.
• 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 a 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 backup 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

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