Universal Banker - Fort Lee
On-siteFort Lee, New Jersey, United States
Job Summary
Conduct accurate needs assessments, process transactions including deposits, withdrawals, wires, and payments, and safeguard cash and negotiable items. Actively engage customers through inbound and outbound interactions to identify financial needs, recommend products, and cross-sell services while resolving complex service issues. Open new accounts with verified documentation and perform daily branch operations such as cash draws, vault proofs, and filing paperwork. Maintain compliance with BSA/KYC policies and all established procedures while staying updated on product changes and legal requirements. Travel for meetings and community events, and participate in branch activities like huddles and sales meetings.
Required Qualifications
- High School Diploma or equivalent
- at least 3-5 years of comparable Retail experience
- Prior cash handling or customer service experience
- Must be extremely organized and detail oriented
- Must work well in a fast-paced, team environment
- Excellent communication skills, both written and verbal
- Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook
Desired Qualifications
- College degree
- Familiarity with bank systems, i.e., CRM, financial apps
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