Associate Universal Banker

Webster Financial Corporation Bloomfield , CT 06002

Posted 2 months ago

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935 by Harold Webster Smith, our focus has always been to put people first--doing whatever we can to help individuals, families and businesses achieve their financial goals. And while we've grown into a leading commercial bank, we remain passionate about serving our customers, supporting our communities, and making a difference in people's lives. We can make a difference in your life, too. By empowering you to build the meaningful career you've been looking for.

Responsibility, respect, trust, teamwork and citizenship are the values Webster was founded on. Together we call them The Webster Way, and they are what sets us apart as a bank and an employer. Guided by these values, we put people first. Working hard to live up to our customers, and each other, every day.

POSITION SUMMARY

The Associate Universal Banker (AUB) is the face of Webster with consumer/banking center based customers. The position is an all-encompassing role which requires the associate to deliver sales solutions, service and transactions to all customers. The Associate Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Webster's products and services. The Associate Universal Banker will engage in sales and service solution activities and contributes directly to the success of the banking center by recognizing and uncovering opportunities. The AUB will be provided with learning and training opportunities to develop and refine their technical skills and sales competencies.

MAJOR DUTIES & RESPONSIBILITIES

  • Utilizes sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.

  • Maintains operational excellence and superior customer service by accurately and efficiently processing routine banking transactions at a banker work station and servicing customer requests.

  • Provides a variety of transactions for customers, including typical consumer transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, etc. while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships.

  • Markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events.

  • Ability to learn Webster's products and services and uses knowledge to identify other cross-sell opportunities and refer existing customers and prospects to Business Banking, Webster Investment Services (WIS), Cash Management, Personal Lending& mortgages and home equity, Private Banking, and/or other Sales Council members.

  • Resolve a variety of simple to complex in banking center customer maintenance requests and inquires (i.e. address change, stop payments, research requests, etc.).

  • Participates in telemarketing and other banking center calling and marketing initiatives.

  • Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal Webster departments.

  • Maintains compliance with Federal and State regulations as well as adhere to Webster Bank's policies and procedures at all times. Meet/exceed banking center evaluation requirements.

  • Provides flexibility of coverage during banking center hours of operation and at other banking centers within the market as needed.

  • Other duties as required.

EDUCATION, EXPERIENCE & SKILLS

  • High School Diploma or GED required

  • Associate's or Bachelor's degree preferred.

  • 1-2 years of customer service, sales, call center and/or cash-handling.

  • Prior banking experience preferred; needs-based banking sales experience preferred.

  • Basic knowledge of small business, mortgages, and lending services a plus

  • Self-motivated with a demonstrated aptitude and desire for sales achievement

  • Passion for customer service and helping people.

  • Ability, motivation and preference to succeed in a goal-driven environment.

  • Superior customer relationship building skills.

  • Ability to maintain and balance a cash drawer

  • Comfortable making outreach calls to consumer or business customers and/or prospects

  • Decision-maker with well-developed interpersonal skills

  • Comfortable with technology & i.e. smartphones, ipads, online banking, remote deposit capture, ATM deposits, etc

  • Basic understanding of personal finances and concept of budgeting

  • Good organizational skills

  • Must be available to work a flexible schedule Monday through Saturday

  • Ability to function in a team environment

  • Excellent verbal and written communication skills

  • Strong commitment to personal growth, learning and success.

  • Ability to interact with customers, partners, vendors and team members in a professional and personable manner

  • Detailed oriented and ability to follow established policies and procedures.

#LI-FO1

#CBW

Connecticut


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Retail Store Associate

CVS Health

Posted 3 days ago

VIEW JOBS 11/18/2018 12:00:00 AM 2019-02-16T00:00 Job Description Retail Store Associates play a meaningful role within the CVS Health family. At CVS Health, we're shaping the future of health care for people, businesses, and communities. With your talents and expertise, you can help us play a more active and supportive role in each person's unique healthcare needs. Join our team of thousands as we positively impact millions…one customer at a time. The Retail Store Associate position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others. Essential Functions: * Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues * Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed * Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures * Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager * Supporting opening and closing store activities, when needed * Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools * Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development * Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health Required Qualifications * At least 16 years of age Physical Requirements: * Remaining upright on the feet, particularly for sustained periods of time * Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting * Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details Preferred Qualifications * Previous experience in a retail or customer service setting Education * High School diploma or equivalent Business Overview CVS Health, through our unmatched breadth of service offerings, is transforming the delivery of health care services in the U.S. We are an innovative, fast-growing company guided by values that focus on teamwork, integrity and respect for our colleagues and customers. What are we looking for in our colleagues? We seek fresh ideas, new perspectives, a diversity of experiences, and a dedication to service that will help us better meet the needs of the many people and businesses that rely on us each day. As the nation's largest pharmacy health care provider, we offer a wide range of exciting and fulfilling career opportunities across our three business units – MinuteClinic, pharmacy benefit management (PBM) and retail pharmacy. Our energetic and service-oriented colleagues work hard every day to make a positive difference in the lives of our customers. CVS Health is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, ethnicity, ancestry, color, religion, sex/gender (including pregnancy), national origin, sexual orientation, gender identity or expression, physical or mental disability, medical condition, age, veteran status, military status, marital status, genetic information, citizenship status, unemployment status, political affiliation, or on any other basis or characteristic prohibited by applicable federal, state or local law. CVS Health will consider qualified job candidates with criminal histories in a manner consistent with federal, state and local laws. CVS Health will not discharge or in any other manner discriminate against any Colleague or applicant for employment because such Colleague or applicant has inquired about, discussed, or disclosed the compensation of the Colleague or applicant or another Colleague or applicant. Furthermore, we comply with the laws and regulations set forth in the following EEO is the Law Poster: EEO IS THE LAW and EEO IS THE LAW SUPPLEMENT Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. If you require assistance to apply for this job, please contact us by clicking Advice and Counsel CVS Health does not require nor expect that applicants disclose their compensation history during the application, interview, and hiring process. For inquiries related to the application process or technical issues please contact the Kenexa Helpdesk at 1-855-338-5609. For technical issues with the Virtual Job Tryout assessment, contact the Shaker Help Desk at 1-877-987-5352. Please note that we only accept resumes via our corporate website: https://jobs.cvshealth.com/ CVS Health Bloomfield CT

Associate Universal Banker

Webster Financial Corporation