Universal Banker - Part Time
Company: Bluestone Bank
Location: East Bridgewater
Posted on: April 18, 2024
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Job Description:
Bluestone BankDescription:As a Universal Banker, you are the
financial relationship to every customer entering the bank. This
position plays a key role in providing retail banking services and
products to customers. You will be responsible to develop
meaningful relationships with each customer. In this role you will
educate customers on the different ways they can bank with us by
recommending and opening appropriate products and services to help
them with their financial needs. You will be able to put your
people skills to work by assisting with new and existing customers
to understand their financial needs, resolve issues, and process
teller transactions as required. Availability to work on Saturday
mornings is required.Do you have no experience? We will train the
right person. Starting at a Universal Banker Trainee, our training
program will give you the opportunity to advance through the
different levels of Universal Banker, while continuing to earn a
competitive compensation.Do you have a year or more of experience?
For the right person, we will start you at our mid-tier level while
earning competitive compensation, and we will provide you with a
training program that will allow you to move up to our Senior
Universal Banker Level.Do you have three years or more of
experience? The right person can start at our highest tier - Senior
Universal Banker level. This level provides competitive
compensation and provides training for you to continue to grow in
your position.Leads and participates in delivery of prompt and
courteous customer service and follows service expectations.
Establishes proficiency of the Bank's systems needed to effectively
service customers. Update and maintain customer information.
Research and resolve customer inquiries and problems, following
through or referring as appropriate.Adheres to compliance
regulations and operational policies and procedures; CTR, Truth in
Savings, Reg. CC, EFT, acceptable computer use, etc.Cross-sells
Bank deposit products, services, and distribution channels.
Encourages automated transaction handling to customers by
conducting demonstrations or explaining alternative banking
delivery channels. Refers Trust, Investments, Retail Loan, and
Commercial Loan opportunities to specialists.Processes financial
transactions accurately and timely, including but not limited to:
deposits, withdrawals, check cashing, transfers, treasurer checks,
money orders, loan payments/payoffs, process debit and credit card
applications, account closeouts, safe deposit box payments and
establishment of new deposit and safe deposit box accounts, stop
payments, CD renewals and rate changes, wire transfers, IRA
deposits, process check orders, obtains all applicable security
clearances and required signatures. Balances within percentage
guidelines. Identifies and escalates cases of suspected fraud.
Assists with operation of branch by: assisting with opening and
closing; maintaining cash limits and supply; assists in servicing
and balancing all ATMs and cash/coin machines; assisting in branch
audits, issuing and verifying bait money, reporting counterfeit
currency and preparing CTRs; assists with opening and closing the
safe deposit vault, providing access to customers; observing branch
facility for tidiness and ensuring that equipment is functioning
properly; following record retention policies; processes mail,
interoffice mail, email, and returned mail.Assists with oversight
of staff by: allocating and coordinating workflow; guiding and
advising coworkers in the more complex phases of their work;
training new and existing coworkers; providing input for staff
scheduling; maintaining computer system access for
coworkers.Provides coverage at any location required.Performs
additional duties as requested.Physical Demands and Work
EnvironmentThe physical demands described here are representative
of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may
be made to enable individuals with disabilities to perform the
essential functions.While performing the duties of this job, the
employee is regularly required to sit and talk or hear, reach with
hands and arms; and stoop, kneel, or crouch. The employee must
occasionally lift and/or move up to 35 pounds. Specific vision
abilities required by this job include close vision, distance
vision, peripheral vision, and the ability to adjust
focus.Affirmative Action/EEO StatementAn Equal Opportunity
Employer. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, or protected veteran
status and will not be discriminated against on the basis of
disability.Requirements:Six months or more of customer service
experience.High school Diploma or equivalent. Possesses strong
customer service and excellent communications skills.Ability to
quickly learn and properly use various software programs.
PI2e94a13808c8-25660-34265654
Keywords: Bluestone Bank, Worcester , Universal Banker - Part Time, Other , East Bridgewater, Massachusetts
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