What are the responsibilities and job description for the Field Associate Sr position at Liberty Bank?
At Liberty, we are proud to integrate our Diversity, Equity, and Inclusion (DE&I) throughout all functions and areas of the Bank to maximize our impact and exceed goals. We believe deepening our DE&I strategies in the workplace and communities we serve creates a much better place to work for our teammates and a safe place where our customers are connected and supported. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.
SUMMARY OF THE JOB:
Reporting to the Sr. Market Operations Leader, the Sr. Field Associate will ensure that the customer experience is consistently aligned with Liberty Bank’s Leadership, Vision, Mission, and Core Values. The Sr. Field Associate provides effective quality service throughout all of Liberty Bank’s branch locations, excelling in branch operations through comprehension of and compliance with proper bank procedures and state and federal regulations. Additionally, the Sr. Field Associate is responsible for developing and maintaining personal banking relationships with new and existing customers and for providing quality customer service. Time spent in various aspects of this role will vary depending upon branch needs.
ESSENTIAL FUNCTIONS:
Provides on-site Branch Operations Supervisor coverage for various branches locations as assigned.
Accurately and efficiently perform a full range of customer transactions to include but not limited to check and cash deposits to accounts, verifying amounts, examining checks for proper endorsement, and entering deposits into computer system. Cashing checks and processing withdrawals; pays out money after verification of signatures and customer balances; receives loan payments and ensures the payment is processed correctly. Performs a variety of maintenance transactions, such as account holds, stop payments, and address changes. Opens new customer accounts and originates consumer lending applications.
Maintain and balance a cash drawer, orders branch cash, counts and bags loose coin, balances the cash vault and teller cash recyclers. Understands and honors dual control requirements. May open and close branch office.
Process and balance Teller Cash Recylers and Cash Vault. Performs monthly/quarterly cash audits and reviews the Branch Operations and Security Checklist on a routine basis.
Address customer questions and concerns in a professional manner while referring to appropriate internal resources for resolution, if necessary to ensure superior customer service.
Serves as resource and subject matter expert for colleagues regarding retail banking policies, procedures, and compliance with proper bank procedures.
Maintains a quality knowledge of current products, fees, and policies and is able to provide customer education.
Actively participates in the Bank’s customer needs-based referral program, both as an individual and a team player, by cross-selling the Bank’s products and services by tailoring recommendations after exploring customer financial necessities and goals through needs-based conversations.
Meet individual referral goals.
Serves as a mentor to influence, guide, and provide support to branch teammates to aid in their development.
Identify fraudulent activity to prevent potential losses to the Bank. Protect the interest of the bank and minimize loss through adherence to security measures and other policies and procedures.
Create collaborative partnerships within the Liberty Bank team and community to successfully meet the goals and objectives of the organization and needs of our customers.
Actively promotes Liberty Bank within the community and maintains the highest level of customer and employee confidentiality.
Provide coverage for Customer Service Center as needed.
Perform other duties and tasks as requested.
principal accountabilities
Operational Efficiency 1. Plan, direct, and coordinate the day-to-day operations of a branch by providing operational support to all branch teammates while ensuring compliance with operational policies and procedures.
Working Relationships 2. Engage with customers and employees to create a positive customer experience and team environment.
Communication 3. Ability to interact professionally and clearly verbally and in writing; demonstrates effective listening skills, patience, and empathy.
Customer Service 4.Exceptional customer-focused skills to manage difficult and complicated situations; responding promptly to customer needs, responds to request for service and assistance.
Policy and Procedural 5.Ensures adherence to all related policies and procedures, security standards, compliance guidelines and state and federal regulations.
EEO 6. Acts affirmative in all activities in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs and to achieve the Bank's goals and objectives.
dimensions:
Branches: /-55
MINIMUM REQUIREMENTS:
Two-year college degree or equivalent work experience.
Ability to travel to all branch locations.
Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.
Ability to organize and prioritize workflow, including excellent organization and follow through skills.
Highly adaptable and capable of supporting ever-changing demands of the business.
Effective verbal and written communications skills
Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust, rapport, and build lasting relationships.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Liberty Bank, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Liberty Bank. Your continued employment in this position with Liberty Bank is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Proficient computer skills including Microsoft Word, Excel, Outlook, and other related applications
PHYSICAL REQUIREMENTS:
Use of General Office Equipment
Ability to Work on a Computer for Extended Periods of Time
Ability to Travel by Car
COMPLIANCE:
Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.
Completes required training (on-line and in-person) by set due dates.
Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
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