Universal Banker I - Full Time - Lake Ave., Colonia, NJ
Columbia Bank Northeast · Colonia, NJ · 1 wk ago
On-siteFinanceFull-time
About the role
As a 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.
- 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.
Desired 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.
Benefits
- Medical, Dental, Vision and Rx which are 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.
- Employees may participate in the 401k program.
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.