Sales and Service Banker – Customer Advisor

About the role

The Sales and Service Banker for the Bristol, Connecticut branch acts as a trusted advisor, building long‑lasting relationships by understanding customers’ financial needs and goals. The role blends sales, service, and teller duties while delivering exceptional customer experiences and protecting the bank from risk and fraud.

Key responsibilities

• Provide tailored banking, lending, and investment solutions while processing teller transactions accurately.
• Identify cross‑sell opportunities, refer partners, and support branch sales targets.
• Educate customers on digital banking tools and promote self‑service options.
• Maintain cash drawer balances, handle cash, and support custodial and audit tasks.
• Ensure compliance with regulatory requirements and internal risk‑fraud policies.
• Collaborate with team members to achieve branch goals and contribute to overall performance.

Required profile

• Ability to perform essential duties satisfactorily, including cash handling and customer interaction.
• Strong communication skills for in‑person, phone, and digital channels.
• Commitment to delivering an elevated, personalized customer experience.

Required skills