Universal Banker I - Full Time - Heinz, Staten Island

Columbia Bank

New York (NY)

On-site

USD 30,000 - 33,000

Full time

3 days ago
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Benefits offered by this job

Healthcare options
401k plan
Paid time off

Job summary

Columbia Bank in New York is seeking a Full Time Universal Banker to deliver a full range of banking services to retail customers, handling both transactional and non-transactional activities. You will open accounts, answer questions, explain online banking, and work with other departments to meet client needs.

The role requires excellent communication, reliable teamwork, and flexibility to cover weekends as needed.

Qualifications

  • High school diploma or a 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; ability to lift up to 20 lbs.

Responsibilities

  • Processes all banking transactions through Columbia Bank's on-line terminals.
  • Opens new deposit and checking accounts; explains products to customers.
  • Discusses personal financial needs and cross-sells Bank products; assists other departments.
  • Prepares daily proofs and assists with end-of-day closing procedures.
  • Makes referrals to Wealth Management and other departments as appropriate.

Skills

Customer service
Interpersonal skills
Time management
Organizational skills
Verbal and written communication
PC skills

Education

High school diploma
Bachelor's degree in Accounting, Business, or Finance

Tools

Online banking terminals

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Salary Range: $22.00 To $24.00 Hourly

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, m ust 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.

Attachments

Columbia Bank 2026 Benefits Guide FINAL 01.01.2026.pdf

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