Job Information
Newtown Savings Bank Float Universal Banker II in Newtown, Connecticut
Location: Newtown, CT
Advance your Banking career with us! Newtown Savings Bank is seeking a professional, positive, and high energy team player for the role of Float Universal Banker II which will “float” to any of our 15 branches and/or Customer Service Center, as needed. The Float Universal Banker II works under the direction of the Retail Banking Operations Manager and with Branch Management to implement and carry out Bank policy, procedures, and goals with respect to the overall operation of the branches. This role proactively generates new deposit accounts, loan applications and investment referrals and will proactively generate leads for all banking relationships. The Float Universal Banker II manages the branch in the absence of Branch Management as necessary, as well as assists with the development and coaching of staff.
PRIMARY RESPONSIBILITIES
Provide prompt and courteous service to all external and internal customers. Courteously resolve customer complaints or properly refer them to Branch Management as needed. Use courteous telephone etiquette when answering, transferring, and calling customers. Be proactive in the greeting of lobby customers to provide excellent customer service. Create welcoming customer friendly environment.
Proactively offer solutions and be willing to solicit new business from customers and potential customers by uncovering needs, identifying solutions, and making the appropriate recommendations. Promote the complete line of deposit products and related services to customers in an effort to reach defined goals and enhance profitability. Accurately respond to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending, Mortgage and Newtown Investment Solutions as appropriate.
Develop new account relationships and open accounts based on customer needs. Accept consumer and business loan and credit card applications.
Process all teller transactions in accordance with Bank policy and procedure. Perform all customer information and account maintenances. Assist with the overall operational efficiency including, but not limited to audit requirements and results.
Assist branch with certain administrative duties as required including, but not limited to ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed.
Complete customer domestic and international wire requests within authority limits. Perform additional international transactions such as foreign currency requests and foreign cash letters.
Monitor and process overdrafts on a daily basis and render decisions within authority by set deadline.
Demonstrate leadership and assist with weekly staff meetings, business development, and sales management activities.
Lead in the absence of the Customer Experience Manager including opening and closing of branch. Support Branch Management and create an environment where employees feel engaged, supported, and valued.
Work with Customer Experience Manager(s) to support staff to achieve quarterly operational and sales goals. Provide coaching and assistance to branch employees, as well as provide feedback on employee performance to management, as needed.
Maintain knowledge and follow all CIP, BSA, AML and OFAC requirements, as set forth in the Bank’s policies, procedures, and programs. Complete all compliance requirements by scheduled deadlines.
Meet with immediate supervisor to discuss customer service, sales performance, operational excellence, and personal career growth and development as established in individual SMART goals.
Support the Bank’s Mission Statement, Vision Statement and demonstrate the Bank’s core values.
Meet the Bank’s volunteer specifications and be involved in community activities as necessary.
POSITION REQUIREMENTS
High School Diploma or equivalent
Two years previous relevant customer service and/or sales experience
Sales experience preferred
Banking experience preferred
Customer service experience preferred
Supervisory experience preferred
Communication Skills
Must be able to communicate effectively while interacting with internal and external customers in person, on the telephone or in writing. Strong customer service skills required. Must be able to speak in small groups or one on one. Proficient in routine letters and customer correspondence.
Problem Solving Skills
Ability to apply common sense understanding to carry out functions furnished in written form or oral form. Ability to perform a variety of duties without loss of efficiency or composure. Ability to multitask
as well as to perform repetitive work according to set procedures and meet deadlines. Ability to
perform well under pressure.
Other Skills
Be task oriented, organized and work well in team environment. Must have the ability to listen well and
follow instructions, as well as to receive guidance and supervision, and follow work rules and procedures.
Attendance
Required to work weekends and may be required to work extended hours and regular, reliable attendance is critical.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed above are designed to indicate the general nature and level of the knowledge, skill, and /or ability required. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.
Newtown Savings Bank is an equal opportunity and affirmative action employer regardless of race, gender, disability status, protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.