Lead Universal Banker

: Location: Newtown, CT

Newtown Savings Bank is seeking a banking professional for the role of Lead Universal Banker role in our Church Hill (Newtown) branch. We are looking for a professional, positive, and high energy team player who works with Branch Management to implement and carry out Bank policy, procedures and goals with respect to the overall operation of the branch.

The Lead Universal Banker proactively generates new deposit accounts, loan applications and investment referrals. Proactively generate leads for all banking relationships. Manage the branch in the absence of Branch Management as necessary and cover other branches as directed. Responsible for the training, development and supervision of teller staff.

PRIMARY RESPONSIBILITIES

• Provide prompt and courteous service to all external and internal customers. Courteously resolve customer complaints or properly refer them to Branch Management as needed. Use courteous telephone etiquette when answering, transferring and calling customers. Be proactive in the greeting of lobby customers to provide excellent customer service. Create welcoming customer friendly environment.
• Proactively offer solutions and be willing to solicit new business from customers and potential customers by uncovering needs, identifying solutions, and making the appropriate recommendations. Promote the complete line of deposit products and related services to customers in an effort to reach defined goals and enhance profitability. Accurately respond to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending, Mortgage and Newtown Investment Solutions as appropriate. Assist Branch Management with motivational sales and coaching techniques in order to reach quarterly goals.
• Develop new account relationships and open accounts based on customer needs. Accept consumer and business loan and credit card applications.
• Work with Customer Experience Manager to drive staff to achieve operational and sales goals. Lead in the absence of the Customer Experience Manager including opening and closing of branch. Provide timely coaching and motivation to employees and assist in the management of performance for those who fall below the minimum operational and sales performance objectives. Support Branch Management and create an environment where employees feel engaged, supported and valued.
• Assist with creating weekly branch schedules to ensure adequate staffing of the branch.
• Assist with the overall operational efficiency including, but not limited to audit requirements and results.
• Supervise branch and teller cash supply. Order and ship cash as necessary to efficiently service customers while maintaining cash limits assigned in the Bank's Security Policy.
• Perform all customer information and account maintenances.
• Complete customer domestic and international wire requests within authority limits. Perform additional international transactions such as foreign currency requests and foreign cash letters.
• Monitor and process overdrafts on a daily basis and render decisions within authority by set deadline.
• Process all teller transactions in accordance with Bank policy and procedure.
• Assist Branch Management with certain administrative duties as required including, but not limited to ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed.
• Assist with overall operational efficiency as well as audit requirements and results.
• Demonstrate leadership with weekly staff meetings, business development, and sales management activities.
• Maintain knowledge and follow all CIP, BSA, AML and OFAC requirements, as set forth in the Bank's policies, procedures and programs. Complete all compliance requirements by scheduled deadlines.
• Meet with Customer Experience Manager to discuss service, sales performance, employee development, and personal career growth and development as established.
• Coach, motivate and develop a team of direct reports employees to achieve their full potential and meet established business objectives. Prepare and review feedback for quarterly check-ins, annual employee performance evaluations and SMART goals for direct reports and self. Delegate and supervise work assignments such as ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed.
• Support the Bank's Mission Statement, Vision Statement and demonstrate the Bank's core values.
• Meet the Bank's volunteer specifications and be involved in community activities as necessary.

EDUCATION / EXPERIENCE

High School Diploma or equivalent

Two years previous relevant customer service and/or sales experience

Sales experience preferred

Banking experience preferred

Customer service experience preferred

Supervisory experience preferred

POSITION REQUIREMENTS

Communication Skills

Must be able to communicate effectively while interacting with internal and external customers in person, on the telephone or in writing. Strong customer service skills required. Must be able to speak in small groups or one on one. Proficient in routine letters and customer correspondence.

Problem Solving Skills

Ability to apply common sense understanding to carry out functions furnished in written form or oral form. Ability to perform a variety of duties without loss of efficiency or composure. Ability to multitask as well as to perform repetitive work according to set procedures and meet deadlines. Ability to perform well under pressure.

Other Skills

Be task oriented, organized and work well in team environment. Must have the ability to listen well and follow instructions, as well as to receive guidance and supervision, and follow work rules and procedures.

Attendance

Required to work weekends and may be required to work extended hours and regular, reliable attendance is critical.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed above are designed to indicate the general nature and level of the knowledge, skill, and /or ability required. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Newtown Savings Bank is an equal opportunity and affirmative action employer regardless of race, gender, disability status, protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.