Universal Banker I - Part Time - Westfield, 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. 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;
• Bilingual in Spanish preferred.

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