Banker III, Windsor

Position Summary

• Identify customers' and non-customers' financial needs and sell all appropriate products and services.
• Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs.
• Along with Service Center leadership and the Private Client team, cross-sell a full range of banking services and products to present and potential customers.
• Act as an on-the-job coach to new Universal Bankers and Tellers; ensuring that they have continued support during and after the mentor period.
• Support other branch team members on an as needed basis.

Knowledge of:

• Strong sales and customer service skills
• Strong interpersonal communication skills
• Bank compliance, security, and operational policies
• Possess knowledge of all bank products, features, benefits as well as basic math functions.

Ability to:

• Accurately count money
• Perform duties and make decisions under frequent time pressures
• Stand for extended periods of time
• Lift 50 pounds
• Explain products and services to current and potential customers
• Along with Service Center leadership and other LOB, participate in cross-selling

Education and Training:

• Requires a High School diploma.
• Cash handling experience (preferred)
• 2 years of banking experience with lending responsibilities required
• Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Universal Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Universal Banker must immediately attain active registration upon employment. Universal Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.

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