Personal Banker

United Financial Bancorp Holyoke , MA 01041

Posted 1 week ago

United Bank is currently seeking a Personal Banker for our branch located in Holyoke, MA. The Personal Banker is primarily responsible for providing an exceptional customer experience, proactively deepening and retaining customer relationships and uncoveringsales opportunities. The Personal Banker allocates time between the teller line and platform as needed to process transactions and service requests accurately and efficiently in accordance with established United Bank policies and procedures.

ESSENTIAL RESPONSIBILITIES:

  • Maintains the utmost flexibility while recognizing and responding to the most appropriate times to perform both the teller line and platform transactions.

  • Builds, retains, and deepens relationships with all branch customers by uncovering customer needs and referring appropriate products and solutions in an effort to achieve individual and team sales goals through proper use of C.A.R.E. guides.

  • Executes sales/service/consumer loan requests while referring more complex requests (e.g. small business accounts, HELOC and mortgages, etc.) to a team member with more in-depth expertise.

  • Seeks to delight our customers by providing a best-in-class customer experience following GUEST standards.

  • Is quick to serve, provides undivided attention, and ensures accuracy in processing transactions in an effort to meet customer needs while following established policy and procedures.

  • Educates customers on self-service options and other United Bank customer benefits.

  • Acts with a high level of integrity, adhering to United Bank's Code of Ethics while protecting customer and bank information.

  • Resolves complex service issues or refers them to an appropriate team member to guarantee customer satisfaction and retention.

  • Contributes to a positive workplace environment that helps motivate and inspire the branch team to strive for greatness.

  • May be required to work weekends and/or extended hours. Regular, reliable attendance is critical.

OTHER FUNCTIONS of the POSITION:

All employees are subject to the requirements of the United Bank BSA Program. An employee's role with United Bank determines which parts of the program apply. However, all employees are responsible for reporting suspicious activity identified in the courseof their work, and all employees are responsible for the timely completion of mandatory compliance training assigned, such as BSA and OFAC.

The above duties may not be all-inclusive. The incumbent may be asked or required to perform other work as time and abilities allow.

QUALIFICATIONS:

Education:

  • High school diploma or GED.

Experience:

  • Minimum of one year of sales and service in a sales-goal environment with defined goals and accountabilities.
Knowledge, Abilities and

Skills:
  • Effective customer service skills.

  • Effective verbal communication skills.

  • Demonstrates and lives United Bank's cultural attributes.

  • Demonstrates a strong desire to be successful.

  • Computer experience desired.

  • Bilingual skills, as required.

Physical Requirements:

  • As the business demands, team members may be required to stand for extended periods of time (i.e. serving customers behind the teller line), and may also be required to lift and transport bags of coin and currency to the appropriate vaults or cash drawers.

Desired Qualifications:

  • Cash handling experience.

  • Knowledge of banking products and solutions.

My priorities are:

  • Flexibility in working both the teller line and platform in the branch.

  • Achieve and or exceed established sales goals.

  • Role model and provide Customer Experience Excellence.

  • Consistently foster United Bank's Cultural Attributes.

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have accessto the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosureis (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41CFR 60-1.35(c)

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Personal Banker

United Financial Bancorp