Universal Banker - Southbury 1570 Southford Rd, Southbury, CT 06488, USAReq #451 Tuesday, August 27, 2019 Join the Hartford Courant/Fox 61 Top Workplace for 6 Yearsin a Row - #1 in 2017! OVERALL OBJECTIVE As a Universal Banker, you'll take a lead role in delivering an exceptional customer experience daily that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. Through the use of the Customer Experience Discovery Guide, this position builds a thorough profile for each customer and maintains frequent face-to-face, phone or email contact in an effort to grow and deepen customer relationships. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. Pursuing work with energy and focus, you'll help acquire new customers by actively soliciting referrals and developing internal and external resources. Additionally, Universal Bankers maintain existing customer relationships by servicing customers as needed, processing transactions, and referring customers to other areas within the bank as appropriate. PRINCIPAL ACCOUNTABILITIES Deepening customer relationships and achieving sales goals through daily activities, disciplines and behaviors: Engaging in meaningful discovery conversations through proactive in-branch and outbound calling activities that lead to appropriate consumer and business product and service solutions. Successfully follow a structured approach to customer onboarding, prospecting new business, and expanding existing relationships to generate sales and revenue. Delivers an outstanding customer experience. Demonstrate a commitment to an outstanding customer experience by abiding by all customer service standards, promoting a positive work environment, ensuring timely customer follow-up and follow through, and possessing confidence and passion for developing new and existing profitable customer relationships. Effective delivery of all products and services and maintained knowledge of in market competitors to differentiate Liberty Bank. Perform a full range of customer service transactions. Participate in the successful set up of all new customer accounts, accurate and efficient process of all over-the-counter transactions, originate consumer lending applications and assist customers with inquiries or problem resolution in a professional manner. Create collaborative partnerships within the Liberty Bank team and community to successfully meet the goals and objectives of the organization and needs of our customers. MINIMUM KNOWLEDGE/SKILLS High School degree or GED required Minimum of six months Branch Banking or equivalent experience Strong customer service skills Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust, rapport, and build lasting relationships Self-motivated with the ability to multitask effectively Ability to organize and prioritize workflow, including excellent organization and follow through skills Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications Effective verbal and written communications skills Availability to work weekends and/or extended hours as required to run the business This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Liberty Bank, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Liberty Bank. Your continued employment in this position with Liberty Bank is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Ability to obtain and maintain CT State Series 01 Insurance License PHYSICAL DEMANDS Lifting/carrying up to 25 lbs. Use of general office equipment Ability to travel COMPLIANCE Adheres to applicable federal and state regulations and Bank policies and procedures, including OFAC, BSA, PATRIOT Act, Privacy, and consumer protection regulations pertaining to incumbent's business line. Completes required training (on-line and in-person) by set due dates. Equal Employment Opportunity Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. Shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train, and evaluate persons in all jobs without regard to race, color, religion, sex or national origin. In order to be considered an applicant, you must meet the minimum requirements of the position and apply within one week of the job posting date. Other details + Job FamilyRetail Banking - Branch + Job FunctionStaff + Pay TypeHourly + 1570 Southford Rd, Southbury, CT 06488, USA Associated topics: client, counselor, loan review, loan review officer, loan underwriter, mortgage, mortgage servicing officer, personal banker ii, sale, sell
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.