Jobs · Sales · New York

Universal Banker I - Full Time - Court St., Brooklyn, NY

Columbia Bank Northeast · Brooklyn, NY · 6 days ago
On-siteSalesFull-time

About the Role

As a Full Time Universal Banker at Columbia Bank, you will provide a full range of banking services to retail customers, including both transactional and non-transactional processes. You will offer personalized banking options, assist in reaching branch goals, and ensure customer satisfaction.

Responsibilities

  • Process all banking transactions, including deposits, withdrawals, transfers, cashing checks, money orders, gift and bank checks, loan payments, and safe deposit box rentals.
  • Open new deposit and checking accounts, explain products to customers, and handle deceased accounts.
  • Assist with safe deposit boxes, answer inquiries, and resolve customer problems or complaints.
  • Discuss personal financial needs with customers, make recommendations, and cross-sell bank products and services.
  • Prepare daily proof sheets, assist with end-of-day closing procedures, and maintain accurate customer and account records.
  • Make referrals to Wealth Management, First Jersey Title, Mortgage Origination, and other bank departments.
  • 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.
  • Knowledge of financial products preferred.
  • 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.
  • Mandatory attendance and successful completion of training classes.

Qualifications

  • Independent and highly motivated self-starter.
  • Results-oriented with a proven track record of accomplishing objectives.
  • Dedicated, enthusiastic, and driven with a strong work ethic.
  • Collaborative team player with the ability to build productive relationships.
  • Ability to deliver a seamless customer experience.

Training

Universal Banker positions require full-time training for 10 business days. Training schedules are based on availability.

Benefits

  • Medical, Dental, Vision, and Rx insurance (contributory).
  • 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: 8:30am until closing (40 hours). Must be able to work alternating Saturdays: 8:30am until closing based on business needs.

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