Post job

Personal banker jobs in Ramapo, NY

- 303 jobs
All
Personal Banker
Universal Banker
Trader
Futures Trader
Banker
Equity Trader
  • Trader

    Aptimized

    Personal banker job in Wayne, NJ

    Job Title: Refined Fuel Trader / Trade Platform Designer → Operations & Trading Management Lead Type: Contract to Hire. This role is based in the NY/NJ region. We will consider candidates who live outside the area if they can travel to New Jersey during the work week on a consistent basis. This role reports to the Head of Trading / Commercial Director / Platform Program Lead Role Summary (Two-Phase Role) This position is intentionally structured in two stages: Phase 1: Platform Design & Build (Initial Focus) For the first portion of the role, the successful candidate will act as a front-office refined products trading SME and workflow owner, helping design, validate, and launch a new refined fuels trade platform. The candidate will translate real trading-desk needs into system requirements across the full lifecycle: origination → pricing → execution → logistics → due diligence/KYC → settlement. Phase 2: Operations / Management Transition (Post-Launch Focus) After the platform is live and stable, the role will transition into a leadership seat overseeing trade operations, execution integrity, platform adoption, and ongoing optimization, with continued commercial/trading contribution as appropriate. This is a rare opportunity to design the system first, then run the business on it. Key Responsibilities Phase 1 - Platform Design & Launch Ownership Serve as trader-in-the-loop product owner for the design of a refined fuels trading platform. Define platform requirements and user stories based on real desk workflows: deal capture & pricing (Platts/Argus benchmarks, diffs, EFPs) hedging and paper links to physical trades shipping & scheduling (laycans, nominations, re-routes) terminal/storage integration credit checks & limits documentation, confirmations, invoicing, settlement Map and build in real-world exceptions: quality disputes, partial lifts, demurrage, claim handling, washouts, swaps/rolls. Lead UAT, go-live validation, and trader/ops acceptance testing. Partner with engineering/UX to ensure adoption-ready workflows. Phase 1 - Trading & Market Expertise Input Provide refined products trading expertise to ensure platform matches market and execution reality. Help shape product scope including: EN590 / ULSD / Gasoil Jet A1 / Av-kerosene Gasoline (multi-grade) Fuel Oil (HSFO/VLSFO/MGO blends) Naphtha + blending components Validate arb, freight, storage, and blending economics logic in platform tools. Phase 2 - Operations & Management Lead (Post-Launch) Lead trade operations and execution quality once the platform is live. Run the refined fuels trade lifecycle on the platform: execution governance, logistics coordination, due diligence/KYC/credit integrity, and settlement reconciliation. Own platform adoption, training, and operational KPIs. Drive a continuous improvement roadmap based on live desk feedback. Manage or help build the operations/trading support team as volume scales. Continue commercial/trading contribution as appropriate. Required Experience & Qualifications 7-15+ years refined products trading at a major trading desk (Mercuria / Trafigura / Vitol / Glencore / BP / Shell / TotalEnergies / Gunvor). Demonstrated refined fuels P&L capability and deep physical execution knowledge. Hands-on experience with front-to-back trading platforms, such as: Endur/Openlink, Allegro, RightAngle, SAP CTRM, AspectCTRM, Brady/Eka, Murex Execution/market access: ICE, CME/NYMEX, Trading Technologies, Trayport Post-trade digitization a plus: VAKT, Komgo Strong logistics fluency: shipping, storage, blending, inspections, claims. Ability to convert desk workflows into platform requirements for technical teams. Bachelor's degree in Finance, Economics, Engineering, or similar. Preferred / “Edge” Capabilities Prior involvement in CTRM migrations, UAT, platform upgrades, or desk buildouts. Existing counterparty network with refiners, NOCs, wholesalers, and end users. Comfortable bridging front office, ops, credit, compliance, and engineering. Builder mindset with high standards for usability and controls.
    $75k-124k yearly est. 5d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Personal banker job in Greenwich, CT

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $94k-167k yearly est. Easy Apply 60d+ ago
  • Universal Banker

    Apple 4.8company rating

    Personal banker job in Lake Mohegan, NY

    Mohegan Lake, NY Salary Range: $21.98/hr $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently. Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
    $22-33 hourly Auto-Apply 44d ago
  • Head of Systematic Futures Team (USA)

    Trexquant Investment 4.0company rating

    Personal banker job in Stamford, CT

    Job Description We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes. Responsibilities Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies. Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies. Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies. Requirements 5+ years of experience in researching and trading quantitative futures based strategies. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. Proven leadership experience in managing a team of quantitative researchers. Strong quantitative skills. Proficiency in Python. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer.
    $110k-190k yearly est. 10d ago
  • Private Client Banker- Upper Montclair, NJ - NJ Passaic Essex Market

    Jpmorganchase 4.8company rating

    Personal banker job in Upper Montclair, NJ

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $50k-120k yearly est. Auto-Apply 7d ago
  • Universal Banker II

    Kearny Bank 4.4company rating

    Personal banker job in Garfield, NJ

    Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. * Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. * Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. * Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. * Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. * Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. * Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners. * Support the implementation of the Kearny Bank Client Experience. * Deliver strategic insights to improve the client experience. * Lead, motivate, reward and develop the branch team. * Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. * Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. * Coach the sales process and each team member. Hold team accountable for sales objectives * Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. * Serves as a role model for branch team, provides guidance on appearance and dress, as needed. * Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. * Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. * Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. * In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. * Perform other duties as may be assigned. Qualifications * Associate's degree or comparable professional training is required. * Minimum 2 to 4 years Retail Banking experience. * Ability to meet/exceed client experience needs, identify client/project needs. * Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. * Ability to model Relationship Building Techniques and effectively cross-sell. * Ability to resolve client questions and/or complaints. * Ability to manage staff and resolve conflict. * Strong team player. * Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. * Ability to answer questions effectively, build client relationships and build internal and external networks. * Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. * Working knowledge of Microsoft Excel, Word, Access and Outlook. * Ability to interact effectively and tactfully with all levels of the Bank. * Ability to read, write and speak clearly. * Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions COMPENSATION$21.63-$31.25/hr
    $21.6-31.3 hourly Auto-Apply 28d ago
  • Universal Banker

    The Atlantic Federal Credit Union 3.9company rating

    Personal banker job in West Orange, NJ

    Full-time Description Staff Member's Role: Work with the management team and co-workers to fulfill the Credit Union's mission. Commit oneself to working to the best of your ability in both an individual and team environment. Provide personalized banking services to members. Develop and maintain strong member relationships, assess needs, and sell Credit Union products and services. Ensures the highest level of quality service is provided to existing and potential members. This position involves extensive telephone interactions with members. Essential Functions Build a long-term financial relationship with each member through active participation in the Credit Union's consultative service culture initiatives. Engage with members through various channels to identify potential needs and offer matching solutions that meet those needs. Assist members with the following services, including but not limited to; opening and closing of various deposit accounts and services, processing of loan requests, processing account servicing requests, process account maintenance requests. Perform traditional teller functions such as cash drawer balancing and processing member transaction requests such as deposits, withdrawals, payments, and transfers. Maintain a comprehensive understanding of all delivery channels, in an effort to drive member utilization and engagement (online banking, mobile banking, branch, phone, ATM, etc.). Consistently participate in various outbound initiatives to both develop new relationships and grow existing ones. Including but not limited to; outbound engagement, networking, referral generation, member onboarding, and more. Achieve both individual and branch goals as set forth by management. Provide exceptional member service by promptly and efficiently processing member requests, ensuring member calls are returned same day, remaining the point of contact for requests processed in other departments, and ensuring to follow through and follow up with members after the request is completed. Assist the branch supervisor in ordering and auditing cash and money orders, official checks and settlements of vault and ATM, and other branch related operational tasks. Adheres to proper regulatory compliance, follows departmental policies and procedures, completes compliance training as assigned. Demonstrate the ability to make sound decisions. This may include making on-the-spot decisions regarding member transactions; weighing member satisfaction issues with the Credit Unions exposure to loss or fraud and the ability to think through and rationalize decisions. Provide support to inter- and intra-departmental staff as needed. Including but not limited to having flexibility with general scheduling, covering other branches and/or departments, and assisting with other assigned tasks or responsibilities as needed. Demonstrate composure, sensitivity and professionalism in all interactions with members and colleagues alike; always represent the credit union in a positive and professional manner. The Atlantic strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and comprehensive total compensation package including competitive pay, target incentive, medical / dental / prescription coverage, 401(k) plan (with up to 6% match), and generous paid time off. As an The Atlantic employee you are eligible for discounts on our products and services and earn paid time off for volunteering. In addition to these benefits, The Atlantic provides educational and developmental opportunities as well as access to our formal Tuition Assistance Program Requirements Minimum high school diploma or GED equivalent. At least two (2) years in a financial institution with similar job functions, or relatable experience. Strong interpersonal skills (oral and written communications), active listening, positive attitude, deportment. Proficient in computer software MS Excel and Word with the ability to learn new software programs as require Salary Description $18-$23 per hour
    $18-23 hourly 57d ago
  • Universal Banker / Floater

    Orange Bank & Trust Company 3.5company rating

    Personal banker job in Middletown, NY

    Title: Business Banker Floater Department: Branch Operations FLSA Status: Non-Exempt Reports to: Branch Manager, Assistant Branch Manager, Business Banker Supervisor The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit. The Business Banker Floater is responsible for floating to all of our locations as needed, primarily in Westchester and the Bronx, but occasionally Orange County as well. Essential Duties and Job Responsibilities: Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit. Perform regular daily, weekly and monthly customer service duties. Maintain a cash drawer to process client transactions. Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work. To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution. Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques. Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation. Assist management with business phone calls and client outreach as necessary to achieve budget goals. Prepare for audits. Alternate opening and closing branch with management. Maintains a working knowledge of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs. Assisting with any training or mentoring of the business banking staff as required. Travel to all branches, as required, within the assigned area. Travel to locations outside of your area may be required from time to time. (Orange County, Rockland County, Westchester County, Bronx) Perform all other duties assigned by management. EDUCATION, CERTIFICATION, EXPERIENCE: Education: Required: High School Diploma or GED Preferred: Associates Degree Experience: Required: Must have a minimum of 1 year experience working in a branch as a Teller / Universal Banker. Cash Handling Experience and 1 Year Customer Service Experience Preferred: 2 Years Banking Experience and 1 Year Sales Experience. KNOWLEDGE, SKILLS, ABILITIES: Required: Needs the ability to maintain a positive and professional attitude at all times. Accurately count currency, friendly and outgoing personality, good customer service skills. Good decision making skills. Must be able to make quick informed decisions and seek assistance when needed. Must be a team player and work well with co-workers and management. Must have the ability to work with minimal supervision. This position has a high level of confidentiality. This position has access to customer's financial information, accounts, security procedures and closing procedures. High levels of internal & external contact with the public and departments Preferred: This position also requires organization, the ability to work at a fast pace and perform multi-tasks, the knowledge of the bank policies and procedures for the teller line & customer service, and good judgment skills. An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace. WORK ENVIRONMENT: Position is performed in a branch setting with some external business conduct. Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment. Special Note: External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job. This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee's knowledge, skill and ability as well as his/her mental and physical abilities.
    $30k-36k yearly est. Auto-Apply 60d+ ago
  • Universal Banker - Fort Lee

    Unity Bank 4.3company rating

    Personal banker job in Fort Lee, NJ

    The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed. Essential Functions Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services. Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach. Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships. Drives proactive sales and service conversations through inbound and outbound interactions. Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View. Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings. Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards. Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently Count, organize, and safeguard cash and other negotiable bank items. Assist customers with inquiries and solve problems in a professional and courteous manner. Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork. Open new accounts ensuring all required documentation is obtained and is accurate. Comply with all established policies and procedures. Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking. Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions Completes transactions accurately and ensure the safety of the bank Travel required for meetings, community involvement and assistance covering local branches. Participate in community and volunteer events that are endorsed by the bank. Education and Experience High School Diploma or equivalent with at least 3-5 years of comparable Retail experience. College degree preferred, not required. Prior cash handling or customer service experience Must be extremely organized and detail Must work well in a fast-paced, team environment. Excellent communication skills, both written and verbal, are Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required. Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred. Compliance It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
    $30k-34k yearly est. 6d ago
  • Universal Banker I - Full Time - Oradell, NJ

    Columbiabanknj

    Personal banker job in Oradell, NJ

    Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank's on-line terminals; Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs; Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank's products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works; Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work; Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files; Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate; Performs other job related duties as assigned. Job Requirements: High school diploma required or a Bachelor's degree in Accounting, Business, or Finance is preferred; 1-2 years of retail or customer service experience required; Interpersonal, time management, organizational and PC skills a must; Excellent verbal and written communication skills required; Ability to work weekends as needed or scheduled; Ability to lift up to 20 lbs.; Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: Independent and highly motivated self-starter; Results oriented with proven track record to motivate self and others to accomplish objectives; Dedicated, enthusiastic, and driven; possesses a strong work ethic; A collaborator and team player, translating knowledge and experience into strong and productive relationships; Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: Medical, Dental, Vision and Rx which are contributory. Bonus programs. Employee Stock Option Program (ESOP). Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D). Paid Time Off (PTO) which includes Personal and Vacation Time. Paid Sick Time. Bank Holidays. Employees may participate in the 401k program. Schedule: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.
    $30k-43k yearly est. Auto-Apply 17d ago
  • Universal Banker (Floater)

    Bankpatriot

    Personal banker job in Stamford, CT

    Requirements Excellent organizational, interpersonal and communication skills Attention to detail while multi-tasking Strong math aptitude and excellent customer service ability Ability to build and maintain customer relationships Must be a team player with willingness to work in other branches on an as needed basis Strong sense of integrity and personal ethics Demonstrate competency and accountability with the Bank operational standards Strong working knowledge of Bank products and services Experience Minimum of 1 to 2 years banking and cash handling experience Basic PC, MS Word and Excel proficiency Experience in customer service and/or sales experience Education Associate degree or 1 -3 years of relevant experience in consumer, business banking or retail services. Location This role is available across multiple branch offices. Location will be determined based on business needs. CT Branches: Milford, Fairfield, Westport, Norwalk, Darien, Stamford, Greenwich NY Branch: Scarsdale
    $35k-51k yearly est. 60d+ ago
  • Universal Banker (Newburgh Branch)

    Rhinebeck Bank 3.8company rating

    Personal banker job in Newburgh, NY

    Join Our Team! Now Offering a $2,000 Sign-On Bonus! Are you talented, motivated, and ready to take on more than just a job? At Rhinebeck Bank, we don t just offer careers we provide opportunities for growth! We re seeking a Universal Banker to become an integral part of our team, with excellent benefits, a supportive environment, and a $2,000 sign-on bonus to welcome you aboard. We offer competitive pay, a comprehensive benefits package, and a clear pathway for professional development through mentorship and coaching. If you are looking for a dynamic role that allows you to make a difference in your community while growing your career, we want to hear from you! Position Overview As a Universal Banker, you will be responsible for delivering exceptional customer service by performing various tasks, from processing teller transactions to handling service and sales requests. You will play a vital role in bridging both teller and platform services, ensuring that customers' needs are met efficiently. Your role will require you to understand their banking needs and recommend solutions to help them achieve their financial goals. Key Responsibilities Customer Transactions: Process a variety of banking transactions for customers, ensuring accuracy and timeliness. Sales and Service: Make outbound calls to generate sales, open accounts, and recommend the best products and services based on customer needs. Referral Duties: Direct customers to the appropriate departments or subsidiaries for additional services. Customer Relationship Management: Build and maintain strong relationships by providing timely follow-ups, answering questions, and resolving concerns. Ensure customers are satisfied with their experience at Rhinebeck Bank. Operational Support: Perform bank operations tasks, complete reports, and manage administrative paperwork in line with bank procedures. What We Offer $2,000 Sign-On Bonus Competitive Pay: $19.23 - $24.00 per hour based on experience. Benefits Package: Includes 20 days of paid time off, a generous 401(k) match, and Rhinebeck Bank stock. Training & Development: Comprehensive 5-week training program, combining hands-on, classroom, and webinar learning to ensure you succeed. Mentor Program: Support from experienced staff to help you grow your career. Volunteerism: Paid volunteer hours to give back to the community. Requirements Experience: 1+ years of banking experience preferred, but we are open to candidates with a passion for learning. Skills: Strong interpersonal skills, a customer-first mindset, and a willingness to learn and grow. Why Rhinebeck Bank? Since 1860, Rhinebeck Bank has been a cornerstone of the Hudson Valley community. We pride ourselves on being personally involved in our business, our customers financial success, and our local charitable organizations. Our dedicated team is committed to delivering the best customer service and fostering strong community connections. Join us and become a part of something that truly makes a difference. Equal Opportunity Employer Rhinebeck Bank is an Equal Opportunity / Affirmative Action Employer. We do not discriminate based on race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristic protected by applicable law.
    $19.2-24 hourly 6d ago
  • Universal Banker

    BCB Community Bank 4.6company rating

    Personal banker job in Newark, NJ

    The Universal Banker provides a top-notch customer experience while supporting the financial goals of clients through thoughtful interactions, providing banking solutions and accurately processing all customer transactions within established guidelines. Key Responsibilities Accurately assist clients with banking transactions and maintain a cash drawer. Assist clients with questions (in-person, over telephone) regarding banking and escalate issues as needed. Open new business and personal accounts and initiate wire transfers. Provide clients with services and products to support clients' financial goals and refer to business partners. Assist with ATM maintenance and cash vault. Complete all required logs and compliance activities. Education & Experience High school diploma/GED is required. Banking experience required. Physical Requirements & Working Conditions Lobby/professional office environment with moderate sound. Manual dexterity and the ability to lift up to thirty (30) pounds. Ability to travel to branches, off-site training, and/or meetings as needed. Schedule Flexible to service clients during banking hours. EOE m/f/d/v
    $28k-35k yearly est. 15d ago
  • Head of Systematic Futures Team (USA)

    Trexquant 4.0company rating

    Personal banker job in Stamford, CT

    We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes. Responsibilities * Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies. * Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies. * Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. * Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies. * Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
    $110k-190k yearly est. 8d ago
  • Universal Banker

    Apple Bank 4.8company rating

    Personal banker job in Englewood, NJ

    Englewood, NJ Salary Range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently. Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
    $22-33 hourly Auto-Apply 60d+ ago
  • Private Client Banker- Jersey City, NJ - NJ Waterfront Market

    Jpmorganchase 4.8company rating

    Personal banker job in Jersey City, NJ

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $50k-121k yearly est. Auto-Apply 18d ago
  • Universal Banker I - PART TIME

    Kearny Bank 4.4company rating

    Personal banker job in Clifton, NJ

    Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. * Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. * Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. * Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. * Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. * Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. * Process client transactions according to the Bank's policies and procedures. * Ensure regulatory requirements such as Anti Money Laundering and BSA are adhered to. * Build client loyalty through courteous, professional service according to the Bank's established Sales and Service Standards. * Maintain knowledge of all Bank products and services to effectively promote the Bank to clients. * Identify clients' needs and make appropriate referrals of products and services while executing a smooth transition of client to platform personnel. * In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. * Perform other duties as may be assigned. Qualifications * High school diploma or equivalent with at least one year of cash handling experience. * Previous client service experience or a strong desire to work in the service industry. * The ability to develop a complete working knowledge of the teller system including the use of a PC and calculator, as required to efficiently perform the job. * Position requires flexibility and willingness to occasionally travel to other locations/branches; must work Saturdays. * Ability to meet/exceed client experience needs, identify client/project needs. * Strong team player. * Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. * Working knowledge of Microsoft Excel, Word, Access and Outlook. * Ability to interact effectively and tactfully with all levels of the Bank. * Ability to read, write and speak clearly. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY This position has no supervisory responsibilities. COMPENSATION $21.00-$25.00/hr
    $21-25 hourly Auto-Apply 22d ago
  • Universal Banker - Fort Lee

    Unity Bank 4.3company rating

    Personal banker job in Fort Lee, NJ

    The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed. Essential Functions * Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services. * Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach. * Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships. * Drives proactive sales and service conversations through inbound and outbound interactions. * Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View. * Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings. * Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards. * Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently * Count, organize, and safeguard cash and other negotiable bank items. * Assist customers with inquiries and solve problems in a professional and courteous manner. * Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork. * Open new accounts ensuring all required documentation is obtained and is accurate. * Comply with all established policies and procedures. * Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking. * Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions * Completes transactions accurately and ensure the safety of the bank * Travel required for meetings, community involvement and assistance covering local branches. * Participate in community and volunteer events that are endorsed by the bank. Education and Experience * High School Diploma or equivalent with at least 3-5 years of comparable Retail experience. * College degree preferred, not required. * Prior cash handling or customer service experience * Must be extremely organized and detail * Must work well in a fast-paced, team environment. * Excellent communication skills, both written and verbal, are * Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required. * Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred. Compliance * It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
    $30k-34k yearly est. 36d ago
  • Universal Banker I - Part Time - Hawthorne, NJ

    Columbiabanknj

    Personal banker job in Hawthorne, NJ

    Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank's on-line terminals; Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs; Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank's products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works; Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work; Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files; Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate; Performs other job related duties as assigned. Job Requirements: High school diploma required or a Bachelor's degree in Accounting, Business, or Finance is preferred; 1-2 years of retail or customer service experience required; Knowledge of financial products preferred; Interpersonal, time management, organizational and PC skills a must; Excellent verbal and written communication skills required; Ability to work weekends as needed or scheduled; Ability to lift up to 20 lbs.; Candidates must attend mandatory training, continued employment is contingent upon passing training classes; Bilingual in Spanish preferred. Desired Skills: Independent and highly motivated self-starter; Results oriented with proven track record to motivate self and others to accomplish objectives; Dedicated, enthusiastic, and driven; possesses a strong work ethic; A collaborator and team player, translating knowledge and experience into strong and productive relationships; Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: Paid Time Off (PTO) which includes Personal and Vacation Time. Paid Sick Time. Employee Stock Option Program (ESOP). Employees may participate in the 401k program. Schedule : Monday thru Friday: 11:30pm-4:30pm and every Saturday: 8:45am-1:00pm Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.
    $30k-43k yearly est. Auto-Apply 9d ago
  • Universal Banker

    BCB Community Bank 4.6company rating

    Personal banker job in Hoboken, NJ

    The Universal Banker provides a top-notch customer experience while supporting the financial goals of clients through thoughtful interactions, providing banking solutions and accurately processing all customer transactions within established guidelines. Key Responsibilities Accurately assist clients with banking transactions and maintain a cash drawer. Assist clients with questions (in-person, over telephone) regarding banking and escalate issues as needed. Open new business and person accounts and initiate wire transfers. Provide clients with services and products to support clients' financial goals and refer to business partners. Assist with ATM maintenance and cash vault. Complete all required logs and compliance activities. Education & Experience High school diploma/GED is required. Banking experience required. Physical Requirements & Working Conditions Lobby/professional office environment with moderate sound. Manual dexterity and the ability to lift up to thirty (30) pounds. Ability to travel to branches, off-site training, and/or meetings as needed. Schedule Flexible to service clients during banking hours. EOE m/f/d/v
    $28k-35k yearly est. 15d ago

Learn more about personal banker jobs

How much does a personal banker earn in Ramapo, NY?

The average personal banker in Ramapo, NY earns between $35,000 and $76,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Ramapo, NY

$52,000

What are the biggest employers of Personal Bankers in Ramapo, NY?

The biggest employers of Personal Bankers in Ramapo, NY are:
  1. The PNC Financial Services Group
  2. PNC
  3. KeyBank
  4. Provident Bank
Job type you want
Full Time
Part Time
Internship
Temporary