Universal Banker I - Full Time - Heinz, Staten Island

Columbia Bank Northeast; New York (NY); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Healthcare

ESOP

Life Insurance

LTD/AD&D

PTO

Paid Sick Time

401k

Job summary

Columbia Bank is seeking a Full Time Universal Banker to deliver a full range of banking services to retail customers. You will handle transactions, open accounts, discuss financial needs, and cross-sell bank products to meet branch goals.

The role requires strong interpersonal and PC skills, 1–2 years of experience, and the ability to work weekends. Training is provided, with a comprehensive benefits package and a collaborative culture at Columbia Bank.

Qualifications

• High school diploma required; Bachelor’s in Accounting/Business/Finance preferred.
• 1–2 years of retail or customer service experience.
• Knowledge of financial products is a plus.
• Strong interpersonal and PC skills; excellent written and verbal communication.
• Ability to work weekends and lift up to 20 lbs.
• Attendance at mandatory training; continued employment contingent on successful training.

Responsibilities

• Process deposits, withdrawals, transfers, and other teller transactions via on-line terminals.
• Open new deposit and checking accounts; explain products and services.
• Discuss financial needs, cross-sell products, and assist with inquiries.
• Support end-of-day procedures and maintain accurate records.
• Refer customers to Wealth Management and other departments as appropriate.
• Provide excellent customer service and resolve issues to ensure satisfaction.

Skills

Retail banking

Customer service

Cash handling

Communication

Time management

PC skills

Education

High school diploma

Bachelor’s degree in Accounting, Business, or Finance preferred

Job description

Columbia Bank is a full-service consumer and commercial bank serving individuals, businesses, and communities across New Jersey, Staten Island, and Brooklyn. Through our banking, title, insurance, and wealth management businesses, we provide a broad range of financial solutions tailored to our customers’ needs. We are also committed to strengthening the communities we serve through employee volunteerism, community partnerships, and the Columbia Bank Foundation.

Why this role Matters: As a Full 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.

What You'll Deliver/Areas of Impact:

• 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.

What You'll Need to Succeed:

• 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.
  

Technology Qualifications:

• 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.

How We Take Care of You:

Build a stronger future for yourself, your family and the communities we serve. At Columbia Bank, meaningful work comes together with a collaborative and rewarding culture, opportunities to learn and grow, and a total rewards package designed to support your health, financial security and overall wellbeing. Benefits include healthcare choice, retirement savings with company support, employee ownership, wellness resources, education and student loan programs, paid time off and financial protection. Join a company where your contribution is valued, your growth is supported and your career can make a meaningful impact.

• Medical, Dental, Vision and Rx which are contributory.
• Employee Stock Option Program (ESOP).
• Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D).
• Paid Time Off (PTO) which includes Personal and Vacation Time.
• Paid Sick Time.
• Bank Holidays.
• Employees may participate in the 401k program.

The hours that you will dedicate to work:

Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs.

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