Jobs · Sales · New Jersey

Personal Banker

OceanFirst Bank · Westfield, NJ · 1 wk ago
SalesFull-time

About the role

OceanFirst Bank is seeking a new Personal Banker at our Westfield, NJ branch. Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience.

Responsibilities

  • Greets customers warmly and professionally.
  • Utilizes consultative selling and profiling techniques, assists new and existing customers to select appropriate products and services to meet their needs.
  • Balances and proves cash drawer and work daily to ensure minimum teller difference and controllable loss performance standards are achieved.
  • Attends to night deposit vault, ATM, ITM, coin machine as needed.
  • Daily outbound calling to customers and prospects to promote Bank, Wealth and NEST products and services.
  • Mets and exceeds annually, all assigned sales goals for Bank products and referral goals for NEST and digital products.
  • Proactively sells all Bank products and services to deepen and preserve relationships, based on customer need.
  • Identifies sales opportunities for Debit Cards, Credit Cards, Wealth and Trust services as well as other strategic sales goals as directed by management.
  • Solicits new consumer loan applications, processes applications, and closes loans.
  • Receives and responds to all customer inquiries concerning Bank services, interacting with all internal departments to ensure customer satisfaction.
  • Performs account and record maintenance duties as directed.
  • Provides notary services if licensed.
  • Processes deposits, withdrawals, loan payments, cashes checks, and all other teller transactions, in accordance with Bank's policy.
  • Serves as Branch Supervisor if directed by management.
  • Assists with related branch office functions as directed by the Branch Manager.
  • Remains current and applies an understanding on all Bank policies and procedures, to include BSA, attending additional training classes as directed.
  • Participates in the Branch Incentive Program.
  • Ensures compliance with all regulations governing the banking industry, as well as employment and labor laws, agency guidelines and organization policies.
  • Manages the compliance requirements for the Retail Branch to ensure files are maintained in accordance with regulations.
  • Ensures that all staff members meet compliance and disclosure requirements and are cross trained in all.

Qualifications

  • High school diploma or equivalent.
  • Minimum of 1 year of relevant experience in a retail banking environment.
  • Strong interpersonal and communication skills.
  • Ability to work independently and as part of a team.
  • Basic computer skills including proficiency in Microsoft Office.
  • Valid driver’s license and reliable transportation.

Skills

  • Excellent customer service skills.
  • Proficiency in using bank software and systems.
  • Knowledge of banking products and services.
  • Ability to manage multiple tasks and priorities.
  • Strong organizational and time management skills.

Benefits

  • Professional growth opportunities.
  • Employee perks & discount programs.
  • Tuition assistance program.
  • Incentive compensation program.
  • Company holidays and paid time off.
  • Use of the on-site fitness facilities at Red Bank and Toms River headquarter offices.

Pay

Compensation is commensurate with experience.

Schedule

Full-time position.

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