Universal Banker: Personal Banking & Customer Solutions

Columbia Bank Northeast; New York (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

Columbia Bank is seeking a Universal Banker based at a Northfield Bank location slated to rebrand in early 2027. You will provide a full range of retail banking services, handling transactions and non-transactional tasks.

You will open accounts, discuss financial needs, cross-sell products, and support daily close procedures and records. Strong customer service and communication skills are essential; weekend availability required.

Qualifications

• High school diploma or Bachelor's degree in Accounting, Business, or Finance preferred.
• 1-2 years of retail or customer service experience.
• Excellent verbal and written communication skills.
• Ability to work weekends as needed or scheduled.
• Must be able to lift up to 20 lbs.
• Strong PC skills.

Responsibilities

• Processes all banking transactions including deposits, withdrawals, transfers, cashing checks, money orders, gift and Bank checks, loan payments and safe deposit box rentals using Columbia Bank’s on-line terminals.
• Opens new deposit and checking accounts and explains products; handles deceased accounts and maintains files.
• Discusses customers' financial needs and cross-sells Bank products; assists other departments as needed; explains online banking features.
• Prepares daily proof sheet and assists with end-of-day closing procedures and branch consolidation documentation.
• Maintains accurate customer and account records; updates safe deposit box records and branch files; orders checks.
• M akes referrals to Wealth Management and other bank departments as appropriate; performs other duties as assigned.

Skills

Interpersonal skills

Time management

Organizational skills

PC skills

Verbal communication

Written communication

Weekend availability

Customer service experience

Education

High school diploma

Bachelor's degree in Accounting/Business/Finance

Job description

Columbia Bank is seeking a Universal Banker based at a Northfield Bank location slated to rebrand in early 2027. You will provide a full range of retail banking services, handling transactions and non-transactional tasks.

You will open accounts, discuss financial needs, cross-sell products, and support daily close procedures and records. Strong customer service and communication skills are essential; weekend availability required.