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Career Opportunities

PERSONAL BANKER


POSITION SUMMARY

A “universal banker” is a cross-trained employee capable of performing teller and customer service representative tasks.  A “universal banker” is familiar with bank products and services and possesses above average communications, computer, and cash handling accuracy skills in order to service bank customers as a transaction processor, service provider, and financial counselor all in one.

The Personal Banker establishes and maintains a satisfied customer base by providing superior banking services in a professional manner through platform and counter-based transactions following the Universal Banker model. The Personal Banker assesses the financial goals of customers and prospects and recommends appropriate needs-based products and services.  The Personal Banker strives to build new and expand existing customer relationships through selling and/or referrals.  The Personal Banker may provide coaching to less experienced branch staff. 

ESSENTIAL FUNCTIONS

  • 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.
  • Utilizes knowledge of products and services to meet the customer’s financial needs.    
  • Resolves customer complaints/problems in a tactful, effective manner to ensure that resolutions and follow-ups are completed in a timely and accurate manner. 
  • Processes customer transactions with accuracy and efficiency. 
  • Adheres to all operational policies and procedures including daily opening and closing routines. 
  • Balances cashbox at end of work shift and verifies cash totals.  Reports any discrepancies to the scheduled supervisor.
  • 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.
  • Opens accounts and possesses sound knowledge of the features and benefits of the Bank’s products and services.  
  • Understands FDIC insurance rules and regulations and assists customers in protecting their deposit accounts through the use of various account ownership arrangements.
  • Maintains thorough knowledge of the Bank’s loan policies, procedures, products and services and applicable banking regulations. 
  • Partners closely with the branch management team to support and contribute to the branch sales goal achievement; contributes to the management of risk, operational efficiencies and overall objectives of the Bank. 
  • Interacts daily with consumer and business markets to achieve new customer growth and expand relationships with existing customers; maintains a system of orderly on-boarding by mail and telephone with new customers to generate additional business.
  • Participates in skill-building training programs offered by the Bank and professionally administered educational programs. 
  • Participates in bank and branch meetings. 
  • Supports bank and branch community efforts and initiatives.

REQUIRED EDUCATION, EXPERIENCE, AND SKILLS

  • High School education along with a minimum of 2 – 3 years prior work experience which includes customer service, cash handling, sales and interpersonal skills, or some comparable combination of education and experience.
  • Proficient oral and written communication skills.  Proficient computer and math skills; ability to operate a personal computer and other standard office equipment.
  • 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 and work procedures; meet deadlines, punctuality and attendance standards.
  • Ability to successfully complete transaction processing training, new accounts training and any other Universal Banker skills training or compliance training deemed necessary by the Bank.
  • Familiarity with financial institution deposit and loan products and services.
  • Ability to obtain an NMLS identification 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

 

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
 

 



 

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