In the Investment Banker role, one will serve customers at the Banking Center and assist the team in meeting sales, service, and operational goals as per Webster's Strategic Guidelines. Key responsibilities include conducting all customer-related financial transactions according to the Bank's rules, regulations, and standards. Additionally, this position requires utilizing strong communication and active listening skills to understand customers' financial needs, build trust, maximize sales opportunities, create leads, deliver excellent customer service, and foster strong partnerships with various business sectors through collaboration and effective communication. The ability to supervise and mentor other Relationship Bankers is also crucial.
Responsibilities:
Accurately and promptly meeting customers' needs through effective use of available resources and tools.
Assessing clients' needs and recommending appropriate financial products and services through personalized conversations to cultivate and enhance relationships.
Carry out customary teller transactions such as deposits, withdrawals, check cashing, loan repayments, and other required financial activities.
Reinforce the segmentation strategy by integrating sales, retention, and other banking programs to support the growth and profitability objectives of the Banking Center.
Strive to achieve or exceed individual and team goals in sales, service, and operational performance.
Comply with Federal and State regulations and internal bank policies and procedures, meeting or exceeding branch audit standards and operational performance expectations.
Assist in supervising banking center colleagues by providing coaching and support. Serve as a mentor and assist with onboarding new employees.
Academic Achievements, Work Experience, and Abilities:
High school diploma or GED is required; candidates with an Associate's or Bachelor's degree are preferred.
2–4 years of customer sales and service experience preferred, including 1–2 years in a supervisory capacity. Demonstrated success in leading, mentoring, and driving team performance.
Broad comprehension of the full range of products and services.
Maintains knowledge of all systems used in branch transaction processing.
Exhibits exceptional customer service skills and the ability to foster teamwork, contributing to a positive work environment.
Ability to work a flexible and/or rotating schedule, including weekends, extended hours, and travel to other Banking Centers as needed.
Benefits:
Comprehensive insurance coverage, including medical, dental, and vision benefits.
Employer-sponsored retirement savings plans.
Paid time off, including vacation, personal leave, and company-recognized holidays.
Employee Assistance Program (EAP) offering confidential support and resources.
Opportunities for career advancement and professional development.
Ongoing training and skill-development programs.
Work-life balance initiatives aligned with role responsibilities and business needs.
About Us:
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first—doing whatever we can to help individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, and Excellence are Webster’s values and set us apart as a bank and as an employer.
Equal Employment Opportunity:
Every qualified candidate will be given fair employment consideration without discrimination based on race, color, religion, gender, sexual orientation, national origin, disability, protected veteran status, or any other characteristic protected by law.
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