Universal Banker I - Part Time - Westfield, NJ

Columbia Bank New Jersey; Westfield (NJ); On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Paid Time Off (PTO)

Paid Sick Time

Employee Stock Option Program (ESOP)

401k program

Job summary

Columbia Bank New Jersey is seeking a Part Time Universal Banker to provide a full range of banking services to retail customers. You will handle both transactional and non-transactional tasks, cross-sell bank products, and support branch goals.

The role requires 1–2 years of retail or customer service experience, strong communication, and the ability to work weekends. Training and onboarding are provided as part of the position.

Qualifications

• High school diploma required or higher education preferred.
• 1–2 years of retail or customer service experience.
• Knowledge of financial products preferred.
• Interpersonal, time management, organizational and PC skills required.
• Excellent verbal and written communication skills required.
• Ability to work weekends as needed.
• Ability to lift up to 20 lbs. must be able to pass training.

Responsibilities

• Process all banking transactions: deposits, withdrawals, transfers, cashing checks, money orders, and related services using on-line terminals.
• Open and explain new deposit and checking accounts; assist with documentation, safe deposit boxes and CDs as needed.
• Discuss financial needs with customers and cross-sell bank products and services; refer to Wealth Management and Mortgage teams as appropriate.
• Prepare end-of-day close: proof sheet, branch consolidation, document imaging, and file maintenance.
• Maintain accurate customer and account records; update safe deposit box records and branch files.
• Provide excellent customer service, answer inquiries, and resolve problems or complaints.
• Collaborate with other bank departments to deliver seamless customer experiences.

Skills

Customer service

Retail banking

Interpersonal skills

PC skills

Verbal and written communication

Education

High school diploma

Bachelor’s degree in Accounting/Business/Finance

Tools

Online banking platforms

Job description

Summary

As a Part 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.

Job Responsibilities

• 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.

Job Requirements

• 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;

Desired Skills

• 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.

Columbia Bank offers the following benefits

• Paid Time Off (PTO) which includes Personal and Vacation Time.
• Paid Sick Time.
• Employee Stock Option Program (ESOP).
• Employees may participate in the 401k program.

Schedule

This position will be 25 hours per week, Monday, Wednesday, Thursday, Friday: 10:00am-3:00pm. Tuesday and Saturday - fluctuate weekly. If candidate is on the schedule for Tuesday, Saturday is their off and vice versa if on schedule for Saturday. Saturday hours are: 8:30m-1:15pm.

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