Universal Banker I - Part Time - Livingston, NJ

About the role

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

Responsibilities

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

Requirements

• High school diploma required; 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 required.
• 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.
• Bilingual in Spanish preferred.

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; 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.

Orientation, Onboarding & Training

We provide training to help you excel in your position. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability.

Benefits

• Paid Time Off (PTO) which includes Personal and Vacation Time.
• Paid Sick Time.
• Employee Stock Option Program (ESOP).
• Employees may participate in the 401k program.

Schedule

Monday through Friday: 25 hours a week, to include Saturday based on business need.