Universal Banker: Personal Banking & Client Solutions

Columbia Bank Northeast; New York (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision

ESOP

Life Insurance

PTO

Paid Sick Time

Bank Holidays

401k

Job summary

Columbia Bank is seeking a Universal Banker at a Northfield Bank location transitioning to Columbia Bank in 2027. You will provide a full range of banking services to retail customers, handling both transactional and non-transactional tasks, and assist in meeting branch goals.

You will open accounts, discuss financial needs, cross-sell products, and coordinate with other departments. The position requires strong communication, customer service, and teamwork, with training provided.

Qualifications

• High school diploma or Bachelor’s degree in Accounting, Business, or Finance preferred.
• 1–2 years of retail or customer service experience required.
• Interpersonal, time management, organizational and PC skills are essential.
• Excellent verbal and written communication skills required.
• Ability to work weekends as needed or scheduled.
• Ability to lift up to 20 lbs.; physical ability is required.

Responsibilities

• Process all banking transactions including deposits, withdrawals, transfers, and more via Columbia Bank’s online terminals.
• Open new deposit and checking accounts; explain products and assist with documentation.
• Discuss financial needs with customers; cross-sell bank products and refer to other departments as appropriate.
• Prepare daily close procedures and maintain branch records; support end-of-day activities.
• Maintain accurate customer and account records; assist with branch tasks and documentation.
• Support training and onboarding; perform other duties as assigned.

Skills

Customer service

Interpersonal skills

Time management

Organizational skills

PC skills

Verbal communication

Written communication

Teamwork

Cross-selling

Physical ability

Education

High school diploma

Bachelor's degree in Accounting/Business/Finance

Tools

Online banking terminals

Job description

Columbia Bank is seeking a Universal Banker at a Northfield Bank location transitioning to Columbia Bank in 2027. You will provide a full range of banking services to retail customers, handling both transactional and non-transactional tasks, and assist in meeting branch goals.

You will open accounts, discuss financial needs, cross-sell products, and coordinate with other departments. The position requires strong communication, customer service, and teamwork, with training provided.