Jobs · Sales · New Jersey

Universal Banker I - Part Time - Westfield, NJ

Columbia Bank New Jersey · Westfield, NJ · 2 wk ago
On-siteSalesPart-time

Job 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.
  • Affords assistance with maintenance of files and any documentation of daily platform work required.
  • Affords assistance to 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.
  • Serves 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.
  • Job Requirements

    • A 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;

    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.

    Orientation, Onboarding & 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

    • 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

    This position will be 25 hours per week, Monday, Wednesday, Thursday, Friday: 10:00am-3:00pm. Tuesday and Saturday - fluctuate weekly. If candidate is on the schedule for Tuesday, Saturday is their off and vice versa if on schedule for Saturday. Saturday hours are: 8:30m-1:15pm.

    About the Role

    Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

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