Columbia Bank · 3 months ago
Universal Banker I - Full Time - Clark, NJ
Columbia Bank is a financial institution seeking a Universal Banker to provide a full range of banking services to retail customers. The role involves processing transactions, opening accounts, making financial recommendations, and ensuring customer satisfaction.
BankingFinanceFinancial Services
Responsibilities
Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals
Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs
Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works
Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work
Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files
Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate
Performs other job related duties as assigned
Qualification
Required
High school diploma required or a Bachelor's degree in Accounting, Business, or Finance is preferred
1-2 years of retail or customer service experience required
Interpersonal, time management, organizational and PC skills a must
Excellent verbal and written communication skills required
Ability to work weekends as needed or scheduled
Ability to lift up to 20 lbs
Candidates must attend mandatory training, continued employment is contingent upon passing training classes
Preferred
Independent and highly motivated self-starter
Results oriented with proven track record to motivate self and others to accomplish objectives
Dedicated, enthusiastic, and driven; possesses a strong work ethic
A collaborator and team player, translating knowledge and experience into strong and productive relationships
Ability to deliver a seamless experience to the customer
Benefits
Medical, Dental, Vision and Rx which are contributory.
Bonus programs.
Employee Stock Option Program (ESOP).
Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D).
Paid Time Off (PTO) which includes Personal and Vacation Time.
Paid Sick Time.
Bank Holidays.
Employees may participate in the 401k program.
Company
Columbia Bank
Columbia Bank is a provider of personal and business banking services.
Funding
Current Stage
Late StageTotal Funding
unknown2020-06-01Acquired
Leadership Team
Recent News
2025-12-20
2025-12-16
Company data provided by crunchbase