4 Universal Banker Jobs in Sunnyvale, CA
Bank of Hope is Hiring an Universal Banker Near Sunnyvale, CA
- Rotates and splits time between the teller line and platform to control the flow of traffic during peak times depending on where help is most needed.
- Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts.
- Cultivates a robust customer-focused bank culture with a commitment to create a value-added positive customer experience that leads to increased satisfaction and sales.
- Develops and maintains account relationships with a high level of professionalism that meets and exceeds customer expectations by efficiently handling opening and closing of accounts, servicing accounts, and contacting clients regularly.
- Identifies sales, cross-selling, and referral opportunities by conducting an accurate, thorough customer assessment that determines financial expectations, needs, and goals.
- Uses a demonstrated commitment to operational integrity, policies, procedures, and banking regulations to ensure that compliance and training requirements are met, to maintain ethical behavior, and to gain credibility with staff and customers.
- Utilizes a strong understanding of financial services and sales as well as critical thinking and problem solving skills to offer creative solutions, viable financial alternatives, and tailored product and service recommendations, based on the customers' current and future needs.
- Additional responsibilities as assigned by supervisors may include:
- Night & Mail Depository
- ATM balancing
- Safe Deposit Box
- Filing signature cards and documents
- May help with a variety of audits and verifications
- Input fund holds and stop payment request to core system
- Address changes, CD renewals, etc.
- Branch back counter capture
- Miscellaneous tasks and duties associated with the operations of a retail banking branch
- Comply with the Bank's security program, including but not limited to:
- Review and comply with the End-User Computing Agreement
- Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions.
- Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats.
- Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer.
- Comply with BSA, CRA, fair lending, and other compliance issues as required by policies and procedures.
- Input customer information to EZ teller for various transactions.
- Report suspicious activity to Service Manager/ BSA officers.
- Verification of customer name and payee/beneficiary name to OFAC, NCCT for out-bound wire transfers and monetary instrument purchase, and new account.
- Report matches with NCCT and OFAC to operations officer or manager for further instructions.
- Minimum Education Level: High School Diploma
- Excellent communication and listening skills, in person and over the phone, to acquire new clients, retain existing relationships, establish trust, optimize sales opportunities, and deepen relationships.
- Cooperative ability to interact professionally and tactfully with unsatisfied customers and resolve conflicts promptly while promoting an affirmative customer experience.
- Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
- Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
- Ability to remain flexible in order to adapt to changes in the work environment.
- Ability to study and apply new information.
- Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
- Ability to work accurately with close attention to detail.
- Ability to maintain confidentiality of sensitive information.
- Ability to work with co-workers, customers, and outside agencies professionally and tactfully.
- Possess a work ethic that includes neatness, punctuality, and accuracy.
- Exhibit a professional, businesslike appearance and demeanor.
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
Job Summary
Full Time
$41k-49k (estimate)
09/04/2024
09/23/2024
bankofhope.com
Los Angeles, CA
500 - 1,000
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The following is the career advancement route for Universal Banker positions, which can be used as a reference in future career path planning. As an Universal Banker, it can be promoted into senior positions as a Teller III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal Banker. You can explore the career advancement for an Universal Banker below and select your interested title to get hiring information.
If you are interested in becoming an Universal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Universal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Universal Banker job description and responsibilities
Universal bankers is who assist customers with loan applications.
02/08/2022: Columbus, GA
Universal bankers manage the accounts, process transactions, and prepare financial reports.
03/07/2022: Atlanta, GA
Focus to retail leadership decision-making towards simplifying aspects of the branch banker experience.
12/17/2021: Port Arthur, TX
Universal bankers will perform both sales and service transactions.
03/03/2022: Boise, ID
Universal Banker will provide quality service and develop long- term customer relationships.
12/24/2021: Boca Raton, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Universal Banker jobs
Universal bankers should be comfortable executing marketing and sales techniques when the opportunity arises.
02/23/2022: Greenville, SC
Training Online Training For Bankers American Bankers Association.
03/08/2022: Yakima, WA
Creating an Atmosphere of Positive Evolution.
02/25/2022: Monterey, CA
Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.
01/02/2022: Toledo, OH
Attention to detail, problem solving, and the ability to be pro-active.
12/19/2021: Bradenton, FL
Step 3: View the best colleges and universities for Universal Banker.
