Universal Banker
Company: Investors Bank
Location: Southampton
Posted on: May 16, 2022
|
|
Job Description:
POSITION OVERVIEW In this role, the incumbent will be required
to demonstrate excellent customer service in accordance with the
Bank's Core Values and to maintain a well-developed working
knowledge of the Bank's products and services. The Universal Banker
will serve as the face of Investors Bank, providing superior
customer service and acting in the capacity of a financial
professional by engaging in needs based relationship building
conversations. This includes an ethical approach to uncovering
client needs and recommending appropriate products, services, and
solutions to meet the clients short term and long term financial
goals. The Universal Banker will be responsible for opening
accounts, handling cash transactions, selling/cross-selling bank
products and services as well as resolving simple and complex
customer service issues. Individual must be a self-starter and goal
oriented with a passion to succeed. RESPONSIBILITIES * Identifies,
develops, and closes sales; applies needs based selling techniques
to generate product interest; actively cross-sells
products/services. * Actively engage in meaningful conversation
with customers in order to seek a thorough understanding of their
compete financial needs. Recommend products and services to support
the customer's needs, through in person efforts, referrals to other
lines of business, and marketing campaign outreach * Serves as
digital expert with the ability to demonstrate above average
knowledge of all ditial channels in an effort to cross sell and
expand existing relationships. * Deepens existing customer
relationships through a variety of proactive sales and service
initiatives which should be captures in the Bank's CRM. * Drives
proactive sales conversations through inbound and outbound
interactions. * Processes customer transactions and maintains
accurate records of all interactions and transactions according to
the Bank's policies and procedures. * Opens checking, savings,
money market, retirement products and certificates of deposit
accounts. Processes out-going wire transfers. Performs loan
closings. Orders checks and debit cards and provides starter checks
for new accounts. * Partners with and/or refer business specialist,
ie., loan officers, business banker, financial advisors to ensure
specialized financials needs are met. * Develops working
relationships by effectively responding to customer needs,
resolving inquiries/ complaints in a positive, professional and
timely manner as outlined in Bank policies and procedures. *
Responsible for ensuring all transactions are processed in
accordance with internal policies and procedures including (BSA)
Bank Secrecy Act requirements. * Responsible for daily cash & ATM
proof. Investigates, resolves and reports out of balance
transactions. Assists with vault and shipment control activities as
needed. * Actively participates in all branch activities, including
but not limited to; Huddles, Quickstarts, Call Nights, and Sales
meetings. * Ability to effectively complete and pass all required
quarterly/annual BSA training requirements. * Actively supports the
Bank's community related initiatives in an effort to continue
building the brand in all segments of the communities we serve. *
High School Diploma or equivalent with at least 3-5 years of
comparable Retail experience. * Must possess functional knowledge
of the Bank's CRM systems to include Salesforce and Fiserv Systems.
This position requires the willingness to travel to other
locations, as well as adapt to various work schedule changes that
include evenings, weekends, lunch and/or breaks. * College degree
preferred, but not required. LBE License preferred, but not
required. Superior verbal and written communication skills are
required. This position requires a willingness to travel to other
locations, as well as adapt to various schedule changes that
include evenings, weekend, lunch and/or breaks. Employees in this
role will be required t
Keywords: Investors Bank, New Haven , Universal Banker, Other , Southampton, Connecticut
Click
here to apply!
|