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Retail Banker

Cooperidge Consulting FirmUnion City, NJ

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Overview

Schedule
Alternate-schedule
Full-time
Career level
Senior-level
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

Cooperidge Consulting Firm is seeking a Retail Banker for a top Community-Focused Banking client in Union City, NJ.

As the face of the branch, the Retail Banker is responsible for delivering world-class service through proactive client engagement and personalized financial solutions. This role manages the full spectrum of the branch experience—from high-accuracy transaction processing and account openings to strategic product recommendations. The ideal candidate is a high-energy, bilingual professional who thrives on building long-term customer relationships and driving branch growth.Job Responsibilities

  • Client Engagement: Deliver a premium service experience by proactively greeting and assisting clients to understand and meet their unique financial goals.
  • Account Management: Open new accounts and facilitate applications for deposits, personal loans, and other core financial products.
  • Transaction Excellence: Process financial transactions with 100% accuracy, including deposits, withdrawals, loan payments, and domestic/international wire transfers.
  • Financial Advocacy: Promote integrated banking solutions, including savings accounts, lending products, and digital banking tools, to enhance the client’s financial well-on.
  • Regulatory Compliance: Maintain strict adherence to all internal policies and federal regulations, specifically BSA (Bank Secrecy Act) and KYC (Know Your Customer) standards.
  • Relationship Building: Conduct periodic follow-up calls and meetings with customers to cultivate loyalty and ensure long-term satisfaction.
  • Collaboration: Partner with team members and internal departments to support branch business development and high-quality referral growth.

Requirements

Education

  • High school diploma or equivalent is required (Business-related focus preferred).

Experience

  • Minimum of two (2) years of experience in retail banking, customer service, or sales.
  • Strong foundational knowledge of retail banking procedures and current financial regulations.

Skills & Languages

  • Bilingual Proficiency (English & Spanish) is REQUIRED.
  • Proficiency in Microsoft Office and comfort navigating digital banking technology.
  • Excellent interpersonal skills with a "sales-oriented" mindset.
  • Self-motivated and capable of working in a fast-paced, high-volume environment.

Work Model & Physical Requirements

  • Schedule: Full-time; must be available for shifts Monday through Sunday based on business needs.
  • Mobility: Ability to travel between nearby branch locations as required.
  • Physical: Ability to stand for extended periods and lift up to 25 pounds.

Benefits

  • Comprehensive health, vision, and dental insurance plans
  • Life insurance coverage
  • 401(k) retirement plan with company matching contributions
  • Paid time off including vacation, sick leave, and holidays
  • Opportunities for career growth and advancement

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FAQs About Retail Banker Jobs at Cooperidge Consulting Firm

What is the work location for this position at Cooperidge Consulting Firm?
This job at Cooperidge Consulting Firm is located in Union City, NJ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Cooperidge Consulting Firm?
Employer has not shared pay details for this role.
What employment applies to this position at Cooperidge Consulting Firm?
Cooperidge Consulting Firm lists this position under the following employment categories:
  • Alternate-schedule
  • Full-time
What experience level is required for this role at Cooperidge Consulting Firm?
Cooperidge Consulting Firm is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Cooperidge Consulting Firm for this role?
Cooperidge Consulting Firm offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Paid Holidays, Paid Vacation, Paid Sick Leave, Career Development, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Cooperidge Consulting Firm?
You can apply for this role at Cooperidge Consulting Firm either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.