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.