Universal Banker: Grow Your Career in Customer Banking

Columbia; New York (NY); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical, Dental, Vision and Rx

Employee Stock Option Program (ESOP)

Life Insurance

Paid Time Off

Paid Sick Time

Bank Holidays

401k program

Job summary

Columbia Bank is seeking a Universal Banker I for Grasmere, Staten Island, NY. This role provides a full range of banking services to retail customers, handling both transactional and non-transactional tasks, while helping customers meet financial goals.

The position requires 1–2 years of retail or customer service experience and a high school diploma or higher in accounting/business/finance. Training is provided and weekend work may be required.

Qualifications

• High school diploma required or Bachelor’s degree in Accounting, Business, or Finance preferred.
• 1–2 years of retail or customer-service experience required.
• Knowledge of financial products preferred.
• Excellent verbal and written communication skills required.
• Ability to work weekends as needed or scheduled.

Responsibilities

• Processes all banking transactions including deposits, withdrawals, transfers, cashing checks, money orders, and more using on-line terminals.
• Opens new deposit and checking accounts and explains products to customers.
• Discusses personal financial needs and cross-sells bank products and services.
• Prepares daily proof sheet and assists with end-of-day closing procedures.
• Maintains accurate customer and account records and safe deposit box records.
• Makes referrals to Wealth Management and other departments as appropriate.
• Performs other job related duties as assigned.

Skills

Interpersonal skills

Time management

Organizational skills

PC skills

Verbal communication

Education

High school diploma or Bachelor’s in Accounting/Business/Finance

Job description

Columbia Bank is seeking a Universal Banker I for Grasmere, Staten Island, NY. This role provides a full range of banking services to retail customers, handling both transactional and non-transactional tasks, while helping customers meet financial goals.

The position requires 1–2 years of retail or customer service experience and a high school diploma or higher in accounting/business/finance. Training is provided and weekend work may be required.