• Elevated hourly rate along with mileage reimbursement

PRIMARY PURPOSE

Accountable for championing our retail branch client experience through needs-based selling, digital engagement of our all clients and support the daily operations of the branch. Provide personalized banking services ensuring the highest level of quality to current and prospective clients; the opening and processing of new accounts and all transactions; refer complex client needs to appropriate team member; establishing and maintaining client relationships; and effectively recommend and sell appropriate bank products and services. Prepares and maintains various reports, records and files while ensuring operational integrity and audit readiness.

The floating schedule will be coordinated by the Regional Branch Management team based on the needs of the branches. Branches with leave of absence situations and/or high volume of absences, will take priority with the Floating Universal Banker. 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. In the event, all branches are fully staffed, Floating staff will assist in supporting the Client Support Center.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Opening new accounts (business and personal) and perform maintenance on existing accounts, following established Bank policies and procedures.
• 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.
• 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 assure 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.
• If currently registered with NMLS ID: assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• 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.
• Great interpersonal skills with the ability to interact in an appropriate and timely manner with all internal/external clients
• Ability to communicate clearly and accurately in both verbal and written form
• Ability to work independently and efficiently
• Ability to manage time, resources, and set priorities to accomplish multiple duties
• Ability to maintain and report on confidential information in an appropriate manner
• Strong basic math skills

EXPERIENCE & EDUCATION

• Bilingual in Spanish, preferred.
• 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.

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 customers, 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 simple to complex information from both customers and co-workers. Sitting for extended periods of time (up to 8 hours), standing and walking up to 15% 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.