Universal Banker

BOGOTA SAVINGS BANKHasbrouck Heights, NJ
2d

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. You deliver exceptional service and build trust with customers through professionalism, courtesy, and follow-through. You are collaborative, detail-oriented, and comfortable working in a fast-paced environment with frequent customer interactions. You enjoy learning, take initiative, and bring a positive attitude to solving customer needs. You are dependable, organized, and committed to maintaining high standards of accuracy and service quality. This position requires periods of standing and movement throughout the workday. The employee must be able to occasionally lift or move items weighing up to 10 pounds. All Universal Bankers have a “home branch” but may be asked to cover one of our other branches at any time. Being able to work at each of our locations is mandatory.

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.

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.
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