Universal Banker

BOGOTA SAVINGS BANK • Point Pleasant, NJ

8d

About The Position

The Universal Banker I is a core member of the branch team, delivering high-quality customer service, supporting daily branch operations, and contributing to the growth of customer relationships. In this role, you will provide transactional support, assist customers with financial needs, and help drive branch sales through informed referrals. This position plays a key role in ensuring a positive customer experience and supporting Bogota Savings Bank’s commitment to community-focused banking.

Requirements

• High School Diploma or GED required.
• Prior teller or customer service experience preferred.
• Strong communication skills with the ability to interact with customers effectively.
• Solid mathematical, problem-solving, and computer skills.
• Ability to manage multiple tasks with accuracy and attention to detail.
• Familiarity with banking systems such as Fiserv DNA and basic Microsoft Office applications.
• Strong verbal communication and problem-solving skills.
• Proficient with computers and able to learn banking software.
• Strong attention to detail and accuracy in a fast-paced environment.

Nice To Haves

• Prior teller or customer service experience preferred.

Responsibilities

• Deliver accurate and efficient transactional services, ensuring adherence to bank policies and procedures.
• Provide friendly, professional customer assistance across in-person and telephone interactions.
• Actively cross-sell and refer customers to appropriate products and services based on identified needs.
• Maintain and balance an assigned cash drawer within established security and control limits.
• Support daily branch operations, helping resolve customer account issues and ensuring proper identification and confidentiality.
• Open new accounts, including checking, savings, CDs, and IRAs, and assist with additional transactional requests such as stop payments and withdrawals.
• Participate in branch sales and business development activities, seeking opportunities to strengthen customer and community relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees