Full Time Universal Banker - Parsippany


Full Time Universal Banker - Parsippany Location

Supervisor: Branch Manager

FLSA Status: Non-Exempt

Job Summary

Provide customers with optimum service quality by providing transactional and telephone assistance on a daily basis. Focusing on the retention and growth of existing customer relationships, a UBI’s responsibility also includes the cross-selling of additional products and services through referrals to meet the needs of each customer serviced. When on the platform the incumbent under general supervision, but in compliance with established policies and procedures is responsible for providing exemplary customer service, and assisting in the overall operation of the branch. The Universal Banker I will assist the CSRs and the Assistant and Branch Managers with all facets of the Platform functions as well as assisting with the coordination of all sales, business development and service related actions.

Onboarding time

Less than 1 month

Essential Functions While On Platform

  • Accurately perform all over–the–counter transactional services in accordance with current policies and procedures

  • Assist customer in a friendly, professional and effective manner

  • Refer customers to a Platform Representative by actively cross-selling products and services offered by Bogota Savings Bank

  • Maintain cash drawer within the assigned security limits

  • Adhere to all Security and Control procedures

  • Balance individual teller work at end of the day and participate as directed in all branch proof procedures

  • Collect fees as appropriate, for services and products offered to customers

  • Assist customers more fully by inquiring about other banking and investment relationships, making recommendations of Bogota–related products when the need is appropriate

  • Enhance and maintain product and services knowledge to effectively assist all customers on a daily basis

  • Comply and execute the Bank's BSA program, including Customer Identification program (CIP), observation of customer activity and completion of currency transactions reports as required.

  • Participate in CRA related activities with regards to special projects, Community events and branch promotions

  • Attend all required training sessions and meetings

Essential Functions

  • Assumes responsibilities for daily branch operations within stated policies and procedures in the absence of both, the Branch Manager and/or the Assistant Branch Manager and Customer Service Representatives.
  • Responsible for Branch Service Quality and efficiency:
    • Demonstrating exemplary customer service on a consistent basis when dealing with the public
    •  Maintaining a professional attitude at all times
    • Maintains and enhances product knowledge on an ongoing basis to assist the public with all financial needs
    •  Makes recommendations to improve workflow, as needed
  • Resolve all customer/account related issues in an efficient and professional manner.
  • Protects the confidentiality of the customer
  • Properly identifies all new/existing customers
  • Open all account products, including checking, savings, CDs and IRAs.
  • Perform transactional services, including stop payments, deposits withdrawals, and other related transactions, ensuring the proper completion of each.
  • Responsible for Business development:
    • Strives to attain Sales through active cross-selling of additional products and services
    • Probes for leads and further business when dealing with all customers
    • Assist Branch Manager with business development efforts to reach local business and community-based not for profits, to promote Bogota’s community mindedness and enhance deposit growth
  • Prepare and monitor daily reports, assist in operating within budgetary means and appropriately approve transactions requiring an override.
  • Comply and execute the Bank's BSA program, including Customer Identification program (CIP), ChexSystems and OFAC processing, observation of customer activity and completion of currency transactions reports as needed.
  • Assist Branch Manager to develop and maintain a competitive focus within the branch, by encouraging staff to promote our bank’s product line through cross-selling bank products
  • Follow and oversee that all branch security and control procedures are being applied appropriately and effectively
  • Attend all required training classes and meetings
  • Responsible for community involvement and local public relations activity (CRA), as required

Other Job Functions

  • Maintain a positive and professional demeanor
  • Comply will all bank–related policies and procedures
  • Any additional job–related assignments as required


To perform the job successfully, an individual should demonstrate the following competencies:

Continuous Learning - Assesses own strengths and weaknesses; seeks feedback to improve performance; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.

Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; displays understanding of how job relates to others; uses resources effectively.

Use of Technology - Demonstrates required skills; adapts to new technologies; uses technology to increase productivity; keeps technical skills up to date.

Problem Solving - Identifies and resolves problems in a timely manner; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.

Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.

Cooperation - Establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works cooperatively in group situations; works actively to resolve conflicts.

Managing Customer Focus - Establishes customer service standards; monitors customer satisfaction.

Oral Communication - Listens and gets clarification; responds well to questions; participates in meetings.

Teamwork - Gives and welcomes feedback; contributes to building a positive team spirit.

Conflict Resolution - Confronts difficult situations; keeps emotions under control.

Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.

Organizational Support - Follows policies and procedures.

Adaptability - Adapts to changes in the work environment; changes approach or method to best fit the situation.

Consultative Selling - Builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.

Personal Appearance - Dresses appropriately for position; keeps self well groomed.

Sales Skills - Maintains customer satisfaction.

Attendance/Punctuality - Is consistently at work and on time.

Dependability - Follows instructions, responds to management direction; takes responsibility for own actions.

Planning/Organizing - Uses time efficiently.

Quality - Demonstrates accuracy and thoroughness; applies feedback to improve performance; monitors own work to ensure quality.

Quantity - Meets productivity standards; completes work in timely manner; strives to increase productivity; works quickly


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience.

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have knowledge of Fiserv DNA Database software and Microsoft Word and Excel Processing software.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to talk or hear.  The employee is frequently required to use hands to type and/or handle money.  The employee is occasionally required to stand; sit and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.



To Apply:

Submit your resume to:

Human Resources
Bogota Savings Bank
819 Teaneck Road
Teaneck, New Jersey 07666

Or send an email to:










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