Relationship Banker
UniBank for Savings, Upton, MA, United States
We have a unique opportunity to join our team as a full-time Relationship Banker based in our Upton Branch! We are a group of talented, professional individuals passionate about supporting our customers and co-workers. We’re looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about forming relationships with customers, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for – then come join us!
Position Overview Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the UniBank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Primary Accountabilities
Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport designed to generate loyalty.
Serve as customers’ single point of contact on all UniBank products and services.
Process a variety of teller and platform transactions quickly and with minimal or no errors according to established bank policies.
Cross-sell products and services and make appropriate referrals to other staff members and departments to ensure customer needs are met.
Verify all transactions and perform cash drawer proof upon completion of assigned shift to ensure compliance with UniBank Standards of Performance Policy.
Perform security function by opening and closing bank vault and ensuring overall safety and security of bank grounds.
Open new accounts, certificates of deposit, and all other products offered by the bank; answer customer questions, provide account opening information, and ensure proper paperwork is completed and entered into the computer system.
Takes consumer loan applications with a focus on cross-selling other bank products and services.
Retain existing customers and develop new customer relationships.
Implement all sales strategies, including new products and services, and participate in business development and outreach as directed by management.
Proactively resolve customer complaints.
Work in a team setting on various projects including employee contests, sales programs, etc.
Adhere to established standards, policies and procedures.
Deliver strong community visibility.
Participate in community and networking events.
Ensure compliance with all laws, regulations, and corporate policies with specific adherence to branch operations, security and procedures.
Travel may be required between branch locations to help cover staffing needs.
Other duties as assigned.
Knowledge, Skills, Education and Work Experience
High school diploma or equivalent required; associate’s degree preferred.
Experience with cash handling, customer service, and sales required.
Previous experience in retail banking preferred.
Must have strong verbal, written, math, customer service, sales, PC and operational skills.
Ability to work independently and in a team environment.
This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
Compensation UniBank is committed to fair, competitive, and market‑informed pay for our employees. The estimated base hourly rate for this position is $21.00/hr to $25.00/hr. Final hourly offer will be determined based on a particular candidate’s unique combination of factors such as skills, education, experience and certifications. In addition, we believe in pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees, and it is rare to have an initial employment offer at the top of a position’s pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
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Position Overview Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the UniBank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Primary Accountabilities
Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport designed to generate loyalty.
Serve as customers’ single point of contact on all UniBank products and services.
Process a variety of teller and platform transactions quickly and with minimal or no errors according to established bank policies.
Cross-sell products and services and make appropriate referrals to other staff members and departments to ensure customer needs are met.
Verify all transactions and perform cash drawer proof upon completion of assigned shift to ensure compliance with UniBank Standards of Performance Policy.
Perform security function by opening and closing bank vault and ensuring overall safety and security of bank grounds.
Open new accounts, certificates of deposit, and all other products offered by the bank; answer customer questions, provide account opening information, and ensure proper paperwork is completed and entered into the computer system.
Takes consumer loan applications with a focus on cross-selling other bank products and services.
Retain existing customers and develop new customer relationships.
Implement all sales strategies, including new products and services, and participate in business development and outreach as directed by management.
Proactively resolve customer complaints.
Work in a team setting on various projects including employee contests, sales programs, etc.
Adhere to established standards, policies and procedures.
Deliver strong community visibility.
Participate in community and networking events.
Ensure compliance with all laws, regulations, and corporate policies with specific adherence to branch operations, security and procedures.
Travel may be required between branch locations to help cover staffing needs.
Other duties as assigned.
Knowledge, Skills, Education and Work Experience
High school diploma or equivalent required; associate’s degree preferred.
Experience with cash handling, customer service, and sales required.
Previous experience in retail banking preferred.
Must have strong verbal, written, math, customer service, sales, PC and operational skills.
Ability to work independently and in a team environment.
This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
Compensation UniBank is committed to fair, competitive, and market‑informed pay for our employees. The estimated base hourly rate for this position is $21.00/hr to $25.00/hr. Final hourly offer will be determined based on a particular candidate’s unique combination of factors such as skills, education, experience and certifications. In addition, we believe in pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees, and it is rare to have an initial employment offer at the top of a position’s pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
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