Universal Banker (I, II, or Sr.)

12 Jan 2024

Universal Banker (I, II, or Sr.)Derby, CT, USA Req #1462 Friday, January 12, 2024At Liberty, we are proud to integrate our Diversity, Equity and Inclusion (DE&I) throughout all functions and areas of the Bank in order to maximize our impact and exceed goals. We believe that deepening our DE&I strategies in the workplace and communities we serve, creates a much better place to work for our teammates and a safe place where our customers are connected and supported. We take pride in promoting through initiatives and investment a socially responsible and sustainable future. SUMMARY OF THE JOB : As a Universal Banker, you’ll take a lead role in delivering an exceptional customer experience daily that is consistently aligned with Liberty Bank’s Vision, Mission, and Core Values. Through the use of the Customer Experience Discovery Guide, this position builds a thorough profile for each customer and maintains frequent face-to-face, phone or email contact in an effort to grow and deepen customer relationships. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. Pursuing work with energy and focus, you’ll help acquire new customers by actively soliciting referrals and developing internal and external resources. Additionally, Universal Bankers maintain existing customer relationships by servicing customers as needed, processing transactions, and referring customers to other areas within the bank as appropriate. ESSENTIAL FUNCTIONS:

Deepening customer relationships and achieving sales goals through daily activities, disciplines and behaviors

Delivers an outstanding customer experience.

Participate in the successful set up of all new customer accounts, accurate and efficient process of all over-the-counter transactions, originate consumer lending applications and assist customers with inquiries or problem resolution in a professional manner. Perform a full range of customer service transactions.

Create collaborative partnerships within the Liberty Bank team and community to successfully meet the goals and objectives of the organization and needs of our customers.


High School degree or GED required

Minimum of six months Branch Banking or equivalent experience

Strong customer service skills

Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust, rapport, and build lasting relationships

Self-motivated with the ability to multitask effectively

Ability to organize and prioritize workflow, including excellent organization and follow through skills

Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications

Effective verbal and written communications skills

Availability to work weekends and/or extended hours as required to run the business

This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Liberty Bank, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Liberty Bank. Your continued employment in this position with Liberty Bank is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.


General Office Equipment

Keyboard Dexterity

Lifting/carrying up to 25 lbs.

Use of general office equipment

Ability to travel


Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status.

Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Other details

Job Family Retail Banking - Branch

Job Function Staff

Pay Type Hourly

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Derby, CT, USA

  • ID: #50857048
  • State: Connecticut Derby 06418 Derby USA
  • City: Derby
  • Salary: USD TBD TBD
  • Showed: 2024-01-12
  • Deadline: 2024-03-13
  • Category: Et cetera