PRIMARY PURPOSE
Accountable for championing our retail branch client experience through needs-based selling, digital engagement of all clients, and supporting the daily operations of the branch. The floating schedule will be coordinated by the Regional Branch Management team based on the needs of the branch network. Barring any special circumstances, the Floating Universal Banker will be supporting branches that are actively recruiting and/or need assistance due to time off requests or leaves of absence.
STARTING AT: $22.25/hour
SCHEDULE: Full-time; Monday – Saturday, varying; 37.5-hour work week
EXPERIENCE & EDUCATION
- High School Diploma or equivalent.
- Minimum 1 year experience in the Universal Banker role with proven knowledge of bank products and services and proven ability to open all types of accounts and process all types of transactions
- 2-3 years experience in a direct customer service capacity, preferably in a banking environment.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Opening new accounts (business and personal) and perform maintenance on existing accounts, following established Bank policies and procedures.
- Provide personalized banking services ensuring the highest level of quality to current and prospective clients.
- Perform teller duties; including advanced and complex transactions, handling special requests and investigating discrepancies in accordance with Bank policies and procedures ensuring clients are serviced quickly and efficiently.
- Prepare and maintain various reports, records and files while ensuring operational integrity and audit readiness.
- Foster a relationship banking environment by successfully assessing clients’ needs and recommending/advising appropriate bank products and services.
- Ensure all duties and responsibilities are performed in accordance with established Bank regulations, policies and procedures including the Banks standard operating and security procedures are being adhered to with operational/security integrity.
- Engage clients in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in client interactions.
- Assist with Client Support Center inquires for account servicing, debit/atm card updates and maintenance, online/mobile banking needs
- Follow the bank’s Core Values and Statement of Beliefs of a client centric culture and provide simplified, client focused advice. Promote an environment that supports diversity and reflects the Bank’s brand.
- Adhere to established client service model and G.R.E.A.T. process of excellence in the client experience.
- Facilitate client satisfaction and retention by successfully researching and resolving clients’ issues and inquiries.
- Complete related operational activities required by assigned branch.
- Reconcile ATM/TCRs daily and ensure proper equipment operation.
- Prove daily journal transactions.
- Provide and properly document notary services.
- Ensure minimum proving differences and controllable losses; escalate matters requiring further attention to immediate supervisor
- Appropriately order and maintain vault cash. Prove vault cash daily. Assist with Armored Truck service ensuring standard operating and security procedures. Prepare cash in and out shipments.
- Initiate and approve wire transfers within policy guidelines.
- Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
- Other duties assigned by Retail Branch management.
JOB REQUIREMENTS
- Ability to travel to various branches within our market footprint within Monmouth, Ocean, and Middlesex counties.
- Working knowledge of banking software, products and services.
- Strong basic math skills
- A strong competency to problem solve accurately and efficiently, organize time and resources, and set priorities to accomplish multiple duties.
- Excellent communication skills – verbal, written, listening.
- Great interpersonal skills; commitment to exceptional service and client relationship development for internal and external clients.
- Must possess the level of product knowledge necessary to effectively promote the Bank’s products and services by identifying cross selling opportunities, educating clients regarding the benefits of the Bank’s products and services, and effectively promoting them.
- Align and embrace our pillar core values of engagement, quality, innovation, & relevance and sustainability.
- Complete required enterprise-wide training to keep current on regulatory and industry trends.
TOTAL REWARDS
- Benefits: medical, dental, vision, life insurance, 401K, PTO & FSA.
- Compensation: market competitive salaries and annual merit increase and bonus program.
- Perks: 11 paid holidays, recognition platform integrated with Amazon, CREW Cares paid volunteering, & professional development opportunities & monthly engagement events.
- Differentiators: Tuition Reimbursement, Student Loan Repayment, Calm app, & pet benefits.
WORKING CONDITIONS & PHYSICAL REQUIREMENTS: Working conditions are those of an “open” office environment, which can require the ability to manage some stress such as noise level from clients, employees, and general office equipment, etc. Daily use of wrists, hands, and fingers to use computer, telephone, fax, copier, and general office equipment. Ability to hear and speak clearly for gathering information. Sitting for extended periods of time (up to 8 hours), standing, and walking up to 20% of work time. Ability to bend and lift coin boxes/bags, up to approximately 30lbs. Ability to operate a motor vehicle for travel within the entire branch network.
DISCLAIMER: This information describes the general nature and level of work performed by employees in this job. The description is not designed to be a comprehensive inventory of all duties, responsibilities, and qualifications required of employees in this job. Reasonable accommodation may be made to qualified, disabled individuals for the performance of essential duties and responsibilities.
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