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    Job Title: Universal BankerWe are seeking a highly motivated and customer-focused Universal Banker to join our team at Columbia Bank. As a Universal Banker, you will be responsible for providing exceptional customer service and support to our retail customers.Key Responsibilities:Process banking transactions, including deposits, withdrawals, transfers, and...

Universal Banker

2 months ago


Paterson, New Jersey, United States Columbia Bank Full time
Job Summary

Columbia Bank is seeking a highly motivated and customer-focused Universal Banker to join our team. As a Universal Banker, you will be responsible for providing exceptional customer service and support to our retail customers.

Key Responsibilities
  • Customer Service: Provide a full range of banking services to retail customers, including transactional and non-transactional processes.
  • Account Management: Open new deposit and checking accounts, explain products to customers, and handle deceased accounts.
  • Financial Needs Assessment: Discuss personal financial needs with customers and make recommendations on how the Bank can meet those needs.
  • Product Cross-Selling: Cross-sell Bank's products and services to customers.
  • Problem Resolution: Research and resolve customer problems and complaints, ensuring customer satisfaction.
  • Administrative Tasks: Prepare daily proof sheets, assist with end-of-day closing procedures, and maintain accurate customer and account records.
Requirements
  • Education: High school diploma required; Bachelor's degree in Accounting, Business, or Finance preferred.
  • Experience: 1-2 years of retail or customer service experience required.
  • Skills: Interpersonal, time management, organizational, and PC skills; excellent verbal and written communication skills.
  • Availability: Ability to work weekends as needed or scheduled.
Desired Skills
  • Independent and Motivated: Results-oriented with a proven track record to motivate self and others to accomplish objectives.
  • Collaborative: A collaborator and team player, translating knowledge and experience into strong and productive relationships.
  • Customer Focus: Ability to deliver a seamless experience to the customer.
Training and Development

Columbia Bank provides a robust Onboarding & Orientation Process to help you excel in your position. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability.