Universal Banker II (Float)

PEA Group
Any Location, NJ
Category Banking
Job Description
Role Overview

As a Universal Banker II, you will provide exceptional service to existing and potential clients, managing the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. You will assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager.

What You Will Do

Deliver service to clients in the manner they want to be treated, while demonstrating all required service protocols and best practices. Effectively learn the most current branch technology and encourage clients to use the technology offered. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.

Why It Might Be a Fit

You will be a strong communicator, enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities, and willing to exceed clients and prospects' expectations in every interaction. You must adopt and live our core principles and display actions reflecting 'Clients First' and 'One Team' principles daily.

Requirements

  • High School diploma or equivalent required
  • Customer experience in Retail or Hospitality preferred, Banking experience a plus
  • Ability to go the extra mile to fulfill a clients' needs
  • Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment
  • Willing to grow and work in an environment where feedback is willingly given and received
  • Proactively takes initiative to improve customer experience and team efficiency
  • Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization
  • Possesses intellectual curiosity to learn the Banks' products, procedures and services
  • Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations
  • Willing to dress and behave in a professional manner
  • Ability to read, write and speak English clearly. Fluency in other languages is a plus.

Benefits

  • Competitive compensation package
  • Generous paid time off program
  • Comprehensive medical, dental and vision coverage
  • Maternity/paternity leave
  • Education reimbursement
  • Wellness programs
  • Participation in an Employee Stock Purchase Program
  • 401K with a generous match
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