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Job Summary
We are seeking a dedicated Universal Banker to join our team. The ideal candidate will be responsible for providing exceptional customer service, processing financial transactions accurately, and promoting financial products and services to customers.
Position Summary:
Responsible for assisting existing customers with transactions via multiple venues (in-person, over the phone, web, etc.). Responsible for assisting new customers by determining what their financial needs are and best fit our products to their needs. Maintains and balances with the TCR (Teller Cash Recyclers) on a daily basis. Refers customers to correct department and personnel when regarding commercial and mortgage products.
Essential Functions and Responsibilities:
· Ability to perform cash handling functions on the front line to include handling, counting, and balancing on a daily basis
· Provide an exceptional level of customer service in person, via email and via the phone to meet and exceed customer’s expectations
· Maintain knowledge of current procedures as well as a current product and services handbook
· Assist in assigned internal projects and processes
· Have an in-depth understanding of electronic banking products
· Assist in all Safe Deposit Box functions including controlling the entry and exit of customers and maintaining of accounts
· Maintain a high level of accuracy, timeliness and attention to detail
· Provide notary services
· Be a physical presence at the bank and have both regular and reliable attendance
· Perform other related duties as assigned
Requirements
- Strong customer service skills with a focus on relationship management
- Proficiency in cash handling and cash management
- Knowledge of basic math for accurate transaction processing
- Experience in financial sales or familiarity with loan processing is a plus
- Ability to work in a fast-paced environment while maintaining accuracy and attention to detail
Job Type: Full-time
Pay: $16.75 - $19.25 per hour
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
Full Time
Banking
$28k-34k (estimate)
05/09/2023
12/27/2024
CHULA VISTA, CA
50 - 100
SCOTT R ANDREWS
$10M - $50M
Banking
The job skills required for Universal Banker include Customer Service, Cash Handling, Products and Services, Customer Relationship, Attention to Detail, Cross-Selling, etc. Having related job skills and expertise will give you an advantage when applying to be an Universal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Universal Banker. Select any job title you are interested in and start to search job requirements.
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.
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Universal bankers manage the accounts, process transactions, and prepare financial reports.
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Universal bankers will perform both sales and service transactions.
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Universal Banker will provide quality service and develop long- term customer relationships.
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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.
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Training Online Training For Bankers American Bankers Association.
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Creating an Atmosphere of Positive Evolution.
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Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.
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Attention to detail, problem solving, and the ability to be pro-active.
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Step 3: View the best colleges and universities for Universal Banker.