Universal Banker

Bogota Savings Bank; Point Pleasant Beach (NJ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health coverage

401k plan with matching

Paid time off

Life/AD&D and other insurances

Job summary

Bogota Savings Bank in New Jersey is seeking a Universal Banker I to deliver high-quality customer service, support daily branch operations, and grow customer relationships. You will handle transactions, assist with financial needs, and help drive referrals to banking products.

The role involves standing during shifts, potential lifting up to 10 pounds, and contributing to a community-focused banking experience at multiple nearby branches.

Qualifications

• High School Diploma or GED required.
• Prior teller or customer service experience preferred.
• Strong communication skills with the ability to interact with customers effectively.
• Solid mathematical, problem-solving, and computer skills.
• Familiarity with banking systems such as Fiserv DNA and basic Microsoft Office applications.
• Strong verbal communication and problem-solving skills.
• Proficient with computers and able to learn banking software.

Responsibilities

• Deliver accurate and efficient transactional services, adhering to bank policies.
• Provide friendly, professional customer assistance in person and over the phone.
• Cross-sell and refer customers to suitable products and services.
• Maintain and balance an assigned cash drawer.
• Support daily branch operations and resolve customer account issues with confidentiality.
• Open new accounts (checking, savings, CDs, IRAs) and handle other requests.
• Participate in branch sales and community development activities.

Skills

Communication skills

Customer service

Problem-solving

Verbal communication

Education

High School Diploma or GED

Tools

Fiserv DNA

Microsoft Office

Job description

About Us
Bogota Savings Bank has been a community-anchored financial institution since 1893. Originally established as Bogota Savings and Loan, we converted to a State Mutual Savings Bank in 1996 and later merged with Gibraltar Bank in 2021, expanding our footprint into Essex and Morris counties. We believe banking should be personal, local, and reliable. Our mission is to provide excellent customer service, affordable and efficient banking solutions, and superior product offerings to our customers across New Jersey. Whether it’s through our full-service branches, surcharge-free ATM network, or modern digital banking tools, we serve our communities with integrity, care, and responsiveness.

Description
Universal Banker
About Us
Bogota Savings Bank has been a community-anchored financial institution since 1893. Originally established as Bogota Savings and Loan, we converted to a State Mutual Savings Bank in 1996 and later merged with Gibraltar Bank in 2021, expanding our footprint into Essex and Morris counties. We believe banking should be personal, local, and reliable. Our mission is to provide excellent customer service, affordable and efficient banking solutions, and superior product offerings to our customers across New Jersey. Whether it’s through our full-service branches, surcharge-free ATM network, or modern digital banking tools, we serve our communities with integrity, care, and responsiveness.
We are an Equal Opportunity Employer and are committed to creating an inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable law.
About The Role
The Universal Banker I is a core member of the branch team, delivering high-quality customer service, supporting daily branch operations, and contributing to the growth of customer relationships. In this role, you will provide transactional support, assist customers with financial needs, and help drive branch sales through informed referrals. This position plays a key role in ensuring a positive customer experience and supporting Bogota Savings Bank’s commitment to community-focused banking.
Key Responsibilities

• Deliver accurate and efficient transactional services, ensuring adherence to bank policies and procedures.
• Provide friendly, professional customer assistance across in-person and telephone interactions.
• Actively cross-sell and refer customers to appropriate products and services based on identified needs.
• Maintain and balance an assigned cash drawer within established security and control limits.
• Support daily branch operations, helping resolve customer account issues and ensuring proper identification and confidentiality.
• Open new accounts, including checking, savings, CDs, and IRAs, and assist with additional transactional requests such as stop payments and withdrawals.
• Participate in branch sales and business development activities, seeking opportunities to strengthen customer and community relationships.

About The Candidate
You deliver exceptional service and build trust with customers through professionalism, courtesy, and follow-through. You are collaborative, detail-oriented, and comfortable working in a fast-paced environment with frequent customer interactions. You enjoy learning, take initiative, and bring a positive attitude to solving customer needs. You are dependable, organized, and committed to maintaining high standards of accuracy and service quality.
Additional Information
This position requires periods of standing and movement throughout the workday. The employee must be able to occasionally lift or move items weighing up to 10 pounds.
All Universal Bankers have a “home branch” but may be asked to cover one of our other branches at any time.
Convenient Commute from Brick, Toms River, Wall Township, Lakewood, Freehold, Neptune and surrounding Ocean / Monmouth County areas
Requirements

• High School Diploma or GED required.
• Prior teller or customer service experience preferred.
• Strong communication skills with the ability to interact with customers effectively.
• Solid mathematical, problem-solving, and computer skills.
• Ability to manage multiple tasks with accuracy and attention to detail.
• Familiarity with banking systems such as Fiserv DNA and basic Microsoft Office applications.
• Strong verbal communication and problem-solving skills.
• Proficient with computers and able to learn banking software.
• Strong attention to detail and accuracy in a fast-paced environment.

Benefits

• Health, Dental, Vision (85 - 90% Paid by the Employer Depending on Plan Selection)
• 401k w/ 3% Non elective contribution + up to an additional 6% Match
• AD&D, STD, LTD, GTL, Voluntary Life Insurance
• 13 Holidays, 15 Days of PTO

Core Competencies

• Customer Focus – Essential to delivering high-quality service and building strong relationships that enhance customer experience and loyalty.
• Manages Complexity – Helps you navigate varied customer needs, transactional requirements, and operational procedures with sound judgment.
• Communicates Effectively – Ensures clear, respectful, and professional interactions with customers and colleagues.
• Ensures Accountability – Supports accuracy in cash handling, adherence to procedures, and responsibility for delivering reliable service.
• Collaborates – Fosters positive teamwork within the branch to support smooth operations and shared goals.