Universal Banker

Company: Bluestone Bank
Location: West Bridgewater
Posted on: January 18, 2025

Job Description:

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.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems.
• Adheres to compliance regulations and operational policies and procedures.
• Cross-sells Bank products and services to meet customer needs.
• Processes financial transactions accurately and timely, balances within percentage guidelines.
• Assists with day-to-day operations of the branch.
• 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.
  
  
  • One to three years of banking experience, including knowledge of branch operations and window transactions, and specific procedures to open and maintain various products.
  • High school Diploma or equivalent.
  • Possesses strong customer service and excellent communications skills.
  • Ability to quickly learn and properly use various software programs.
  • Ability to multi-task and balance multiple priorities.
  • Bilingual in Spanish or Portuguese is a plus.
    
    
    
    PI147a7ce5dde9-37248-36514191

Keywords: Bluestone Bank, Newton , Universal Banker, Other , West Bridgewater, Massachusetts