OneLocal Bank - Plainville, MA
posted about 1 month ago
Full-time - Mid Level
Plainville, MA
About the position
The Universal Banker III at OneLocal Bank in Plainville, MA is responsible for providing exceptional banking services to customers, assisting with account openings, and maintaining a thorough understanding of banking products and compliance regulations. This role involves training new staff, processing various customer transactions, and supporting the Business Development Team in expanding the bank's customer base. The position requires strong communication skills and a commitment to customer service, along with the ability to manage banking operations effectively.
Responsibilities
- Assist the Business Development Team and Commercial Lenders to open new business accounts.
- Maintain a working knowledge of all banking products and services, and keep current with product and service enhancements.
- Accurately and efficiently open a variety of accounts using Business Process Manager Software.
- Process a variety of customer transactions, including check cashing, deposits, withdrawals, and loan payments.
- Assist branch management in answering questions and making decisions related to branch procedures.
- Act as the primary trainer for new and existing Universal Bankers on bank policies and procedures.
- Provide electronic banking assistance to customers, including password resets and login support.
- Complete customer information in Currency Transaction Reports (CTR's) and maintain compliance with BSA guidelines.
- Promptly answer emails and telephone calls from customers, providing quality service and accurate information.
- Recognize referral opportunities for the Lending department and other programs.
Requirements
- 7 years of sales and customer service experience.
- 5 years of basic math skills.
- 11+ years of English proficiency.
- 3 years of experience with Microsoft Office.
- 2 years of experience with the Bank Secrecy Act and cash handling.
- Strong communication skills and banking knowledge.
Nice-to-haves
- Experience with DocuSign and electronic banking systems.
- Knowledge of Beneficial Ownership and business compliance regulations.
- Prior supervisory experience in a banking environment.
Benefits
- AD&D insurance
- Disability insurance
- Health insurance
- Dental insurance
- 401(k)
- Flexible spending account
- Paid time off
- Parental leave
- Employee assistance program
- Vision insurance
- 401(k) matching
- Employee discount
- Opportunities for advancement
- Bereavement leave
- Life insurance
- Retirement plan
- Prescription drug insurance
- Paid sick time
