Municipal Relationship Banker

Job Description

Job Description

Opportunity Overview

We have a Unique opportunity for an early to mid-career level professional interested in expanding their skill set to become part of our Government Banking team as our new Municipal Relationship Banker . We’re looking for someone with a passion for exceptional customer service, a keen eye for detail, and an interest in supporting local municipalities. We are a team that is committed to the role and purpose our bank plays in the community, focused on driving results in an ethical manner, enjoy rolling up our sleeves working alongside each other, and we believe you never stop learning and growing. If being in a position where you know your contributions make a difference is what you’ve been looking for, then come join us!

Position Overview

As our new Municipal Relationship Banker, you will perform a variety of duties to ensure efficient and effective service for Municipal customers.

Essential Duties

• Supports the Municipal Client Relationship Managers by assisting customers in all aspects of their banking needs including cash management services such as Remote Deposit and Positive Pay.
• Responds to all customer inquiries and resolves product or service problems by clarifying the customer’s complaint; determine the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Refers questionable issues to the Government Banking Manager.
• Prepares documentation packages to open new accounts ensuring all required documentation is accurate and complete.
• Opens new accounts and completes all scanning of documentation for easy retrieval of documents in Identify.
• Assists with online banking, ACH including pass through payroll files, and wire transfers after properly identifying the customer and / or collecting necessary paperwork to process transactions. Enters appropriate service events in Insight and tracks return events to ensure completion of initial transaction.
• Review daily State Aid Reports and research reports for missed items requested by a Municipality.
• Complete daily morning work including balance reports, ACH returns and NSF’s
• Performs daily filing and scanning tasks, transactions including deposits, transfers, stop payments, and updates. Maintains office reference tools, such as updating contact information, email lists, and internal reporting.
• Prepares product and service reports by collecting, analyzing, preparing and distribute accordingly. These various reports are prepared and distributed to management, Municipal Client Relationship Managers, or customers weekly, monthly or quarterly. These include but are not limited to Interest Allocation Reports, Trust Reports and Account Reconciliation Reports for customers.
• Immediately notifies Municipal Client Relationship Managers and staff of personnel changes in treasurer’s office requiring new signatures and prepares package for delivery.
• Assist with UFASI wire processing, verification and call backs.
• Maintains knowledge of, and complies with all regulatory issues, with regard to Massachusetts General Law.
• Other duties as assigned.

Education, Training and Work Experience

About UniBank

We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule.

We are unique. Unique to people. Unique to business. Unique to local government.

We are UniBank. Bank Different. Bank Unique.

This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.

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