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Career Opportunities

PERSONAL BANKER II


POSITION SUMMARY

The Personal Banker II responsibly supervises the day-to-day operations of the branch Teller and Personal Banker staff. Ensures the staff delivery of prompt, efficient, and accurate customer service through platform and counter-based transactions following the Universal Banker model. Establishes, expands and increases customer relationships through needs based sales and/or referrals. Provides Teller and Personal Banker transaction processing, account opening and sales referral training assistance as needed. Works closely with Branch Management. In the absence of Branch Management, may be responsible for the efficient operation of the branch and customer satisfaction.

ESSENTIAL FUNCTIONS

  • Supervises counter and platform personnel including Tellers and Personal Bankers I. Monitors this personnel to ensure compliance with financial institution policies and procedures.
    Engages customers and prospects in a prompt and professional manner and provides an exceptional customer experience through interactions at the teller counter and the platform.
  • Supports Branch Management in the daily operations of the branch.
  • Adheres to all operational policies and procedures, including daily branch opening and closing routines. Maintains a cashbox and assists with counter-based transactions; managing unusual or complex customer requests and transactions.
  • Adheres to all security and regulatory policies and procedures, including Bank Secrecy Act requirements, currency reporting requirements, check processing and funds availability guidelines, and all other position related regulations, policies and best practices.
  • Maintains thorough knowledge of the Bank’s deposit policies, procedures, products and services, applicable banking regulations, estate and probate laws.
  • Maintains thorough knowledge of the Bank’s loan policies, procedures, products and services and applicable banking regulations.
  • Partners closely with Branch Management to support and contribute to the branch sales goal achievement; contributes to the management of risk, operational efficiencies and overall objectives of the Bank.
  • Participates in skill-building training programs offered by the Bank and professionally administered educational programs involving customer focused skills, banking principles, relationship selling, and product administration.
  • Participates in bank and branch meetings. Supports bank and branch community efforts and initiatives.
REQUIRED EDUCATION, EXPERIENCE, AND SKILLS
  • Associate’s Degree or equivalent required. Additionally, two (2) to three (3) years of banking experience (teller/universal banker) required, to include one (1) to two (2) years of job-related supervisory, customer service or banking platform experience--preferably with formal teller and sales/referral training. Requirements as listed or some comparable combination of education and experience.
  • Possesses good supervisory skills, superior customer service and sales skills, good interpersonal skills and familiarity with financial institution deposit and loan products and services.
    Completion of PC courses such as Word and Excel. Above average listening, oral, and written communication skills. Proficient computer and math skills; ability to operate a personal computer and other standard office equipment. Ability to understand and apply basic arithmetic and mathematics to support resolve for banking functions.
  • Ability to perform a variety of duties, often changing from one desk to another of a different nature without loss of efficiency or composure.
  • Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing or counseling setting.
  • Ability to receive guidance and supervision, follow work rules, work procedures; meet deadlines, punctuality and attendance standards.
  • Achieve mastery of all Universal Banker functions and activities, including successful completion of transaction processing training, new accounts training, management development training and any other skills or compliance training deemed necessary by the Bank.
  • Ability to obtain NMLS number with the Nationwide Mortgage Licensing system and Registry in accordance with the SAFE Act.

Windsor Federal Savings, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration, qualified applicants may email a cover letter and resume to slevasseur@windsorfederal.com.
Windsor Federal Savings, 250 Broad Street, Windsor, CT 06095
An Equal Opportunity Employer
 

RESIDENTIAL MORTGAGE LOAN ORIGINATOR


POSITION SUMMARY

Meets with potential customers to process residential mortgage applications for conventional, government, and proprietary loan programs offered by Windsor Federal Savings and Loan Association (the, “Institution”).  Promotes the Institution and its lending services to the real estate community’s attorneys, developers, and real estate brokers.  Identifies and serves the community’s financial needs through home loan counseling, real estate agent seminars and sales meetings, and by participating and promoting community activities.  Is aware of and takes advantage of opportunities to cross sell the bank’s related deposit and consumer loan products.

ESSENTIAL FUNCTIONS

  • Solicits first mortgage loans.  Informs prospective loan clients of the underwriting guidelines of the Institution and applicable government regulations.
  • Personally answers incoming phone calls and schedules appointments.
  • Interviews applicants to discuss their mortgage requirements, ascertain their capacity to repay, and assess the degree of risk involved.
  • Advises applicants of options available to them, explains the differences between various types of mortgages, and negotiates terms and conditions of the loan.
  • Completes each loan application and all pre-processing functions in a timely manner to permit the loan estimate and required disclosures to be mailed within the required three-business day period.
  • Communicates complex approvals or denials to the borrower, real estate agent, or builder.
  • Keeps up-to-date with conditions in the local real estate market and with changes in rules and regulations pertaining to both private and government-insured mortgages.
  • Makes sales calls to potential and existing customers to retain current business.
  • Maintains and submits a source-of-business log monthly to the Department Manager
  • Distributes market data, rate flyers and general loan information to the real estate community as directed by the Department Manager.
  • Promotes and participates in the Institutions special credit programs and other CRA programs.
  • Actively participates in local business and community activities to develop and maintain close contact with local builders, real estate brokers and agents, customers and prospects to encourage use of Bank services for residential mortgages. 
REQUIRED EDUCATION, EXPERIENCE, AND SKILLS
  • Five plus years of experience as a residential mortgage loan originator and have generated residential mortgage loan originations of $20 million or higher on average. 
  • A strong understanding of state and federal laws, including but not limited to FHA/VA regulations, conventional loan requirements, HMDA, ECOA, TILA, and real estate law.
  • Proficient in analyzing personal and business tax returns.
  • Familiarity with personal computers and software used by mortgage departments. Experience originating loans in the Encompass LOS is a plus.
  • Excellent oral and written communication skills, good sales, and interpersonal skills.
  • Valid state driver’s license and reliable transportation for making outside sales calls.
  • Ability to organize time and work independently and also to cooperate as a team member. 


Windsor Federal Savings, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration, qualified applicants may email a cover letter and resume to slevasseur@windsorfederal.com.
Windsor Federal Savings, 250 Broad Street, Windsor, CT 06095
An Equal Opportunity Employer
 

BUSINESS SYSTEMS ANALYST

POSITION SUMMARY
 

Partnering with the department/branch (business) managers, the Business Analyst serves as a liaison among business units, application providers, and IT to bring clarity to select system needs of each business unit. Specifically working with the business managers, the business analyst is responsible for collaborating and analyzing business and data processes; after fully evaluating these processes with the responsible parties, the Business Analyst will review and assist in making recommendations for potential additional systems or use of functionality, controls, greater transparency of data, and straight-through processing. The Business Analyst will work with the business managers to identify and implement system solutions with the necessary security to increase operational efficiencies. 
 

ESSENTIAL FUNCTIONS

  • Working with managers, assists with determining the user requirements for select business processes, uncovering areas for improvement and discusses those requirements and needs with the appropriate business partners when identifying system solutions. Works with the managers to ensure that documentation is properly completed and kept up to date prior to, during, and after system changes. 

  • Works with the managers in defining solutions, documenting workflow and identifying the necessary system specifications required for executing system solutions with an understanding of how the function operates and the costs involved.

  • Works closely with IT to translate any contextual differences that may interfere with the design process, addresses security requirements with IT and the business manager, reviews system related documentation from vendors and assists in the identification of hardware and access requirements.

  • In conjunction with IT and the business manager, identifies additional data-entries to be built in to the application and flow for future reports.

  • Assists in the verification when final product is accurate.

 POSITION QUALIFICATIONS

  • Collaborates with business units to coordinate blending data from multiple sources for unified reporting, and works with the appropriate business partner to identify cross-functional opportunities to either simplify, or improve, current processes.

  • Possesses the ability to build strong relationships within the business units and support functions so as to better understand and assist in assessing appropriate business needs.

  • Excellent problem-solving, analytical, user testing, and project management skills.

  • Strong communication and technical skills.

  • Prior experience in reporting and data visualization solutions, consulting or business analysis.

  • Experience with Office particularly Excel, Visio, Power BI, and Crystal Reports.

  • Experience with financial reporting solutions, Oracle Cloud ERP, Salesforce, Total Vision

  • Experience using Power BI or other BI software suites.

  • BA or Associates degree along with a minimum of five years of relevant/related banking work experience or an equivalent combination of education and work related experience.

     

Windsor Federal Savings, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration, qualified applicants may email a cover letter and resume to slevasseur@windsorfederal.com.
Windsor Federal Savings, 250 Broad Street, Windsor, CT 06095
An Equal Opportunity Employer
 

 



 

Windsor Federal Savings is an Equal Opportunity Employer.

Windsor Federal Savings offers a competitive salary and benefits package including eligibility for group insurance, paid time off (vacation, personal, sick), a comprehensive retirement package, and tuition reimbursement.

 

Benefits

Looking for a career opportunity at a CT bank that's personally and professionally rewarding? We're looking for people who share our commitment to providing excellent customer service. And we support our employees with multiple benefits:

  • Competitive Salary
  • Group Insurance
  • Paid Time Off
  • Tuition Reimbursement