Universal Banker I - Full Time, West Orange, NJ

Columbia Bank; West Orange (NJ); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking banking institution as a Universal Banker, where you'll provide a full range of banking services to retail customers. This role emphasizes personal banking options while maintaining traditional services. You'll engage with customers to understand their financial needs, cross-sell products, and ensure satisfaction through exceptional service. With a focus on training and development, this position offers the opportunity to grow in a collaborative environment. If you're passionate about customer service and eager to make a difference in people's financial lives, this is the perfect opportunity for you.

Qualifications

• 1-2 years of teller and retail experience preferred.
• Strong knowledge of banking products and excellent communication skills required.

Responsibilities

• Process banking transactions and assist customers with account inquiries.
• Open new accounts and provide explanations of banking products.

Skills

Customer Service

Sales Skills

Attention to Detail

Communication Skills

Time Management

Interpersonal Skills

Education

High School Diploma

Tools

Banking Software

PC Skills

Job description

Company: Columbia Bank New Jersey

Location: West Orange, New Jersey

Summary: 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. You will offer customers more personal banking options while still providing traditional services and assist in reaching all goals set for the branch.

Job Responsibilities:

• Process 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 through Columbia Bank’s online terminals.
• Open new deposit and checking accounts of all kinds and explain these products to customers as required. Handle deceased accounts and assist with maintenance of files and any documentation of daily platform work required. Assist customers with safe deposit boxes, answer inquiries, or provide explanations of all products and services including renegotiation of CDs.
• Discuss personal financial needs with customers and make recommendations on how the Bank can meet those needs. Cross-sell Bank’s products and services. Interact with other Bank departments as required. Serve customers, in person or via telephone, to answer inquiries, research and resolve customer problems and/or complaints, and ensure customer satisfaction. Explain the features and benefits of online banking and how it works.
• Prepare daily proof sheet at the close of business each day. Help 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.
• Maintain accurate customer and account records. Maintain and update safe deposit box records, back office work, and ordering checks while maintaining branch files.
• Make referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination, and other departments of the Bank as appropriate.
• Perform other job-related duties as assigned.

Job Requirements:

• 1-2 years of teller and retail experience preferred.
• 1-2 years of strong sales skills and customer service experience preferred.
• High school diploma or higher.
• Strong knowledge of banking products.
• Precise figure aptitude and strong attention to detail.
• Strong interpersonal, time management, and organizational skills.
• Excellent verbal and written communication skills required.
• Strong PC skills preferred.
• Ability to ask questions to learn about customers’ financial needs and, when the customer sees the value, introduce them to other bank team members.
• Ability to work with manager to increase customer advocacy effectiveness through feedback and coaching.
• Ability to stand for extended periods of time.
• 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.

Desired Skills:

• Independent and highly motivated self-starter.
• Results-oriented with a 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 your experience, we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training, with schedules based on availability.

Columbia Bank and its affiliates is an Equal Opportunity Employer.

Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities.

Monday-Friday: 8:30 am until closing. Must be able to work alternating Saturdays.