Universal II Banker
:
Description
Universal Banker II
OneLocal Bank
Foxboro, MA
Hours:Monday - Friday, 8:00 - 4:30 and a minimum of two Saturdays a month 8:00 am to 1:00 pm; when working a Saturday, full day off during the week
OneLocal Bank is seeking a Universal Banker II to join their team. Reporting directly to the VP/Branch Coordinator and Assistant Security Officer, the Universal Banker II will perform a variety of tasks related to customer service, sales, and banking operations to ensure a positive and seamless customer experience.
Universal Banker II Qualifications
- High School diploma or GED with additional training and/or coursework a plus
- 2+ years' relevant experience in a Universal Banker or similar role required
- In-depth knowledge and understanding of bank products and services
- Highly customer-focused and consultative with effective communication, critical-thinking and decision-making skills
- Proficient in opening deposit accounts, performing account maintenance and processing bank transactions
- Proficient in Microsoft Office including Word, Excel, and Outlook; experience with Fiserv Premier a plus
- Must be able to clearly speak and write in English including being able to present information and respond to questions
- Ability to read, analyze and interpret general business, technology and professional journals, technical procedures, and governmental regulations
- Must have reliable transportation to travel to Norwood, Norfolk and Plainville branches as needed
Why You Should Apply
- Competitive salary and benefits package including medical and dental insurance with generous employer contribution and 100% coverage of the annual deductible!
- Matching 401(k) plan, paid time off, tuition reimbursement, and more!
- Career growth and advancement opportunities
Universal Banker II Essential Duties and Responsibilities
- Proactively identify and recommend products and services to customers
- Promptly answer e-mails and telephone calls from customers while providing quality service and accurate information, verbally and in writing
- Process a variety of customer transactions including opening of accounts using Business Process Manager; gather all documents necessary to open accounts according to the CIP policy and how to title accounts correctly
- Conduct research on customer accounts and resolve customer questions
- Assist customers with safe deposit boxes; coordinate safe deposit box drillings on behalf of the customer, bank, and lock company
- Provide electronic banking assistance, and train new users on the functionality and assets of electronic banking
- Serve as back-up in the absence of the Branch Manager
- Perform supervisory functions including check and wire signing, and supervisor overrides; troubleshoot and resolve issues in a timely, friendly, and professional manner
- Open and close the branch according to procedures and security guidelines
- Manage and balance the vault and night deposit under dual control; set and disarm the alarm system
- Process IRA contributions, distributions, transfers, and rollovers
- Accurately complete maintenance on accounts in Navigator
- Process mail to include deposits, account close outs, CD renewals, in addition to miscellaneous request
- Accurately complete customer information in the Currency Transaction Reports (CTR's) within Integrated Teller for transactions greater than 10k dollars; complete SAR referral forms
- Maintain a working knowledge of all banking products and services; keep current with product and service enhancements
- Keep current on how to identify fraudulent scenarios and elder abuse
About OneLocal Bank
Formerly Norwood Bank and Foxboro Federal Savings, the two banks merged in 2022 and have a new unified identity, OneLocal Bank. OneLocal combines big-bank products and services with community-bank personal service. Our difference is also our promise - to bring our community the most innovative financial solutions available, and the highest level of personal service possible. Behind all our great banking solutions is our leadership team of professionals, each uniquely qualified to help our customers choose the solutions and services that are right for them.
OneLocal is an equal opportunity employer, dedicated to building an inclusive and diverse workforce.
#INDONELOCAL
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