Universal Banker I-Full Time-Grasmere, State Island, NY

About the role

As a Full Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch.

Responsibilities

• Processes all banking transactions including but not limited to: deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals.
• Opens new deposit and checking accounts of all kind and explains these products to customers as required.
• Handles deceased accounts.
• Assists with maintenance of files and any documentation of daily platform work required.
• Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs.
• Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs.
• Cross sells Bank’s products and services.
• Interacts with other Bank departments as required.
• Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction.
• Explains the features and benefits of on-line banking and how it works.
• Prepares daily proof sheet at close of business each day.
• Helps with end of day closing procedures for the branch which includes, but is not limited to: preparation of branch consolidation sheet and document imaging of required branch work.
• Maintains accurate customer and account records.
• Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files.
• Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate.
• Performs other job related duties as assigned.

Requirements

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

Skills

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

Training

We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability.

Benefits

• Medical, Dental, Vision and Rx (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) which includes Personal and Vacation Time
• Paid Sick Time
• Bank Holidays
• 401k program participation

Schedule

Monday to Friday: 8:30am until closing, working 40 hours; must be able to work alternating Saturdays: 8:30am until closing based on business needs.