Universal Banker I - Full Time - Clark, NJ

About the role

A Universal Banker provides a full range of banking services to retail customers, including both transactional and non-transactional processes. This role offers customers personalized banking options while assisting in reaching branch goals.

Responsibilities

• Process all banking transactions, including deposits, withdrawals, transfers, cashing checks, money orders, gift and bank checks, loan payments, and safe deposit box rentals using Columbia Bank’s online terminals.
• Open new deposit and checking accounts of all kinds and explain these products to customers as required.
• Handle deceased accounts and assist with file maintenance and documentation of daily platform work.
• Assist customers with safe deposit boxes, answer inquiries, and provide explanations of all products and services, including CD renegotiation.
• Discuss personal financial needs with customers and make recommendations on how the Bank can meet those needs.
• Cross-sell Bank’s products and services and interact with other Bank departments as required.
• Serve customers in person or via telephone to resolve inquiries, research and resolve problems, and ensure customer satisfaction.
• Explain the features and benefits of online banking.
• Prepare daily proof sheet at the close of business and assist with end-of-day closing procedures, including branch consolidation sheet preparation and document imaging.
• Maintain accurate customer and account records, update safe deposit box records, handle back-office work, and order checks while maintaining branch files.
• Make referrals to Wealth Management, First Jersey Title, Mortgage Origination, and other Bank departments as appropriate.
• Perform other job-related duties as assigned.

Requirements

• High school diploma required; Bachelor’s degree in Accounting, Business, or Finance preferred.
• 1-2 years of retail or customer service experience required.
• Strong interpersonal, time management, organizational, and PC skills.
• Excellent verbal and written communication skills.
• Ability to work weekends as needed or scheduled.
• Ability to lift up to 20 lbs.
• Must attend mandatory training; continued employment contingent upon passing training classes.

Desired Skills

• Independent and highly motivated self-starter.
• Results-oriented with a proven track record to motivate self and others to accomplish objectives.
• Dedicated, enthusiastic, and driven with a strong work ethic.
• A collaborator and team player who translates knowledge and experience into strong and productive relationships.
• Ability to deliver a seamless customer experience.

Orientation, Onboarding & Training

Columbia Bank provides training to help you excel in your position, including a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days, with schedules based on availability.

Benefits

• Contributory Medical, Dental, Vision, and Prescription coverage.
• Bonus programs.
• Employee Stock Option Program (ESOP).
• Life Insurance, Long-Term Disability, and Accidental Death and Dismemberment (LTD&AD&D).
• Paid Time Off (PTO), including Personal and Vacation Time.
• Paid Sick Time.
• Bank Holidays.
• 401k program participation.

Schedule

Monday to Friday: 8:30 AM until closing, working 40 hours per week. Must be available to work alternating Saturdays from 8:30 AM until closing based on business needs.