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Retail Banking Specialist I

2 months ago

Pompton Plains, United States Columbia Bank Full time
Job Overview

Company: Columbia Bank New Jersey

Position: Part-Time Universal Banker

Location: Pequannock, NJ

Position Summary: As a Part-Time Universal Banker, you will deliver a comprehensive array of banking services to individual clients, encompassing both transactional and non-transactional functions. You will provide personalized banking solutions while maintaining traditional services and contribute to achieving branch objectives.

Key Responsibilities:

  • Execute all banking transactions, including deposits, withdrawals, transfers, check cashing, money orders, and loan payments, utilizing the bank's online systems.
  • Facilitate the opening of new deposit and checking accounts, providing customers with detailed explanations of available products. Manage deceased accounts and assist with the upkeep of files and necessary documentation.
  • Engage with customers to discuss their financial needs and recommend suitable banking solutions. Promote the bank's products and services while ensuring customer satisfaction through effective communication.
  • Prepare daily transaction reports at the end of each business day and assist with the branch's closing procedures, including documentation and record-keeping.
  • Maintain accurate records for customers and accounts, including safe deposit box documentation and other back-office tasks.
  • Refer clients to specialized departments within the bank as necessary.
  • Perform additional job-related duties as assigned.

Qualifications:

  • High school diploma required; a Bachelor's degree in Accounting, Business, or Finance is preferred.
  • 1-2 years of experience in retail or customer service is required.
  • Familiarity with financial products is advantageous.
  • Strong interpersonal, organizational, and computer skills are essential.
  • Excellent verbal and written communication abilities are required.
  • Availability to work weekends as scheduled.
  • Ability to lift up to 20 lbs.
  • Completion of mandatory training is required for continued employment.
  • Bilingual in Spanish is preferred.

Desired Attributes:

  • Self-motivated and independent.
  • Results-driven with a proven ability to achieve goals.
  • Enthusiastic and dedicated with a strong work ethic.
  • A collaborative team player who builds productive relationships.
  • Capable of providing a seamless customer experience.

Training and Development:

We offer comprehensive training to ensure your success in this role. Our onboarding process is designed to maximize your experience, with Universal Banker positions requiring either part-time or full-time training for a duration of 10 business days.

Columbia Bank is an Equal Opportunity Employer

Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities