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Senior Universal Banker Jobs in Basking Ridge, NJ

Forward Deployed Banker

New York, NY · On-site

$115K - $180K/yr

Executive presence and the ability to build credibility with senior bankers and financial services leaders, from analysts up through MDs and Group Heads. * Outstanding communication and presentation ...

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Showing results 1-20

Senior Universal Banker information

See Basking Ridge, NJ salary details

$31.9K

$66K

$118K

How much do senior universal banker jobs pay per year?

As of Aug 10, 2026, the average yearly pay for senior universal banker in Basking Ridge, NJ is $66,038.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $68,000.00 per year, depending on experience, location, and employer.

What is the difference between Senior Universal Banker vs Customer Service Representative?

AspectSenior Universal BankerCustomer Service Representative
CredentialsBanking experience, sometimes certificationsHigh school diploma or equivalent, customer service skills
Work EnvironmentBranch banking, client interaction, financial servicesCall centers, branch front desk, customer support
Employer & Industry UsageCommercial banks, credit unions, financial institutionsRetail banking, financial services, customer support centers

The Senior Universal Banker typically has more experience and handles a broader range of banking services, including complex transactions and client consultations. Customer Service Representatives focus on assisting customers with basic banking needs and inquiries. While both roles involve client interaction within banking environments, the Senior Universal Banker has a higher level of responsibility and expertise.

How does a senior universal banker typically balance sales goals with providing quality customer service?

A Senior Universal Banker is responsible for achieving sales targets while ensuring customers receive personalized, high-quality service. This balance is maintained by taking a consultative approach—listening carefully to customers' needs, recommending appropriate financial products, and building long-term relationships. Senior Universal Bankers often leverage their experience to mentor junior staff and foster a collaborative team environment, all while adhering to compliance standards. This approach not only helps meet business objectives but also enhances customer loyalty and satisfaction.

What is a senior universal banker?

A Senior Universal Banker is a versatile banking professional who provides a wide range of financial services, including handling customer transactions, opening new accounts, advising on banking products, and assisting with loans. They typically have advanced experience and may help train junior staff or handle more complex customer needs. Senior Universal Bankers are expected to deliver excellent customer service while ensuring compliance with banking regulations and policies. Their role bridges the gap between teller and personal banker, offering a holistic banking experience for clients.

What are the key skills and qualifications needed to thrive as a senior universal banker, and why are they important?

To thrive as a Senior Universal Banker, you need expertise in retail banking operations, customer service, sales, and a thorough understanding of financial products, typically supported by experience in banking and a high school diploma or higher. Familiarity with banking software, CRM systems, and cash handling procedures is essential, and some roles may require certifications such as NMLS for loan origination. Strong communication, problem-solving, and relationship-building skills set top performers apart in this role. These competencies ensure effective client service, regulatory compliance, and the ability to drive branch growth through cross-selling and customer retention.
What are the most commonly searched types of Universal Banker jobs in Basking Ridge, NJ? The most popular types of Universal Banker jobs in Basking Ridge, NJ are:
What cities near Basking Ridge, NJ are hiring for Senior Universal Banker jobs? Cities near Basking Ridge, NJ with the most Senior Universal Banker job openings:

Assistant Branch Manager - North Plainfield

Unity Bank

Plainfield, NJ • On-site

$57K - $73K/yr

Full-time

Re-posted 15 days ago


Job description

Position SummaryAn Assistant Branch Manager (ABM), will be responsible for the day-to-day management of the branch, ensuring that it operates efficiently and adheres to the bank's policies and procedures. Will work closely with the Area Manager to ensure that customer issues are addressed promptly and effectively. Will manage the internal sales, service, and day-to-day operations. You will work closely with your team members, contributing to the profitable growth of the branch.ABM will work closely with the Retail Branch Administrator and provide feedback on branch operations and briefs that are sent out. work closely with the Area Manager and Senior Universal Bankers and/or Universal Bankers to ensure not only the operational requirements of the retail bonus incentive plan are met and will also assist with the achievement of the sales goals assigned to the branch. To achieve this, ABM will coach teams, ensure staffing levels are adequate, customers are satisfied with products and services, and the staff's work is performed in compliance with bank standards, policies, and procedures.AMB will work with Bankers to ensure adequate onboarding and cross-training to perform platform duties. Will be responsible for identifying sales opportunities and driving sales growth in the branch. This includes developing and implementing sales processes for your Bankers by researching and analyzing data to create sales forecasts and collaborating with your Area Manager to identify sales opportunities.Essential FunctionsCreate long-term customer relationships through friendly conversation, active listening, ascertaining customer needs and recommending and selling products and services.Develop a team of high-performing sales and service members by participating in the hiring, coaching, and performance management processes. Manage the work of the branch staff, assign specific duties, and ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed.Perform daily branch operational activities including overdraft decisioning, account maintenance, wire transfers, branch opening and closing, and cash management.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.Open new accounts ensuring all documentation is obtained and is accurate. Meet branch goals in product sales and customer service levels.Resolve customer issues in a timely and efficient manner.Comply with established policies and procedures. Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.Schedule branch staff for adequate coverage. Perform monthly audits and due diligence; ensure the timely completion of the monthly report package.Facilitate and/or participate in regularly scheduled meetings including morning huddles, monthly security meetings, sales meetings, and operational meetings, keeping staff informed of sales, products, operations, compliance, policy, procedure, and regulatory changes and updates.Manage the branch budgets by controlling expenses, overtime and avoiding losses through monitoring of expenditures and complying with bank operating policies and procedures.Identify the development needs of staff members; provide coaching and training to help staff members improve their knowledge, skills, and job proficiency.Work with the Retail Branch Administrator to evaluate staff members' job performance, including personal, interpersonal, and technical knowledge, skills, abilities determined by company procedures, and recommend appropriate actions. Problems with staff members and to identify causes and issues, to work on resolving problems and on audit issues identified for problem resolution and response to audit.Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.Discuss job performance problems with staff members to identify causes and issues and to work on resolving problems.Communicate with people outside the organization on a regular basis including customers, and the public.Maintain technical and professional knowledge by attending educational workshops and training, reviewing professional publications and books, establishing personal networks, participating in professional associations, and staying informed of any legal, policy and procedural changes relating to retail banking, sales, and customer service.Attend networking events, Community Organizations meetings / events, Bank Days to promote the bank. Travel required for meetings, community involvement and events, site visits, branch coverage and business development visits. Education and ExperienceHigh school diploma or equivalent.Prior management experience.Prior experience in a sales and customer service position. Licenses and CertificationsN/AKnowledge, Skills, and AbilitiesKnowledge of principles and practices to ascertain and assess customer needs, meet quality standards of customer service, and evaluate customer satisfaction.Strong knowledge of banking principles and practices.Strong knowledge of selling practices and activities.Excellent oral and written communication skills.Excellent computer skills in a Microsoft Windows environment including proficiency in Word and Excel.Ability to understand new information and apply it to current and future job functions, problem solving, and decision making.Ability to collaborate and relate well to all kinds of people, build appropriate rapport and constructive, effective relationships, and use tact and diplomacy to handle situations comfortably.Ability to give full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.Ability to read, analyze, and interpret legal documents, governmental regulations, and professional publications.Ability to effectively present information and respond to inquiries from senior management, peers, staff members, and the public.Ability to write reports and business correspondence.Ability to speak and write clearly to effectively convey information so that others understand and as appropriate for the needs of the audience.Ability to apply common sense understanding to carry out written and oral instructions. Ability to deal with problems involving several concrete variables in standardized situations.Ability to work independently with little supervision.Ability to provide direct supervision to subordinate staff members.Ability to communicate effectively in both English and Spanish is preferred.    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 job description 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 job descriptions 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.