Universal Banker: Personal Banking & Client Growth

Columbia Bank Northeast; New York (NY); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Healthcare benefits

Retirement savings plan

Employee ownership

Paid time off

Job summary

Columbia Bank is hiring a Full-Time Universal Banker to deliver a full range of banking services to retail customers, including transactions, account openings, and product recommendations. The role supports branch operations, end-of-day close processes, and cross-branch collaboration to meet goals.

Weekend availability may be required as part of the branch schedule. Columbia Bank emphasizes a customer-centric approach, on-line banking education, and a commitment to community engagement.

Qualifications

• High school diploma required; Bachelor's degree preferred in Accounting, Business, or Finance.
• 1-2 years of retail or customer service experience preferred.
• Knowledge of financial products is beneficial.
• Interpersonal, time management, organizational and PC skills a must.
• Excellent verbal and written communication skills required.
• Ability to work weekends as needed or scheduled.

Responsibilities

• Process all banking transactions through on-line terminals.
• Open new deposit and checking accounts and assist with documentation.
• Discuss financial needs with customers and cross-sell bank products and services.
• Provide customer service in person or by phone to resolve questions or complaints.
• Assist with end of day closing procedures and branch reporting.
• Maintain accurate customer records and safe deposit box records.
• Refer customers to Wealth Management and other Bank departments as appropriate.
• Perform other duties as assigned.

Skills

Cash handling

Customer service

Cross-selling

Account opening

PC skills

Education

High school diploma

Bachelor's degree in Accounting, Business, or Finance

Job description

Columbia Bank is hiring a Full-Time Universal Banker to deliver a full range of banking services to retail customers, including transactions, account openings, and product recommendations. The role supports branch operations, end-of-day close processes, and cross-branch collaboration to meet goals.

Weekend availability may be required as part of the branch schedule. Columbia Bank emphasizes a customer-centric approach, on-line banking education, and a commitment to community engagement.