What are the responsibilities and job description for the Universal Banker position at Partners Bank of California?
Description
- The Universal Banker 1 is self-directed and has a high level of attention to detail and accuracy, knows what it takes to make a great impression with clients, energetic and eager to provide excellent service.
- High touch service is provided to the client by phone and in-person to business clients, their staff and business owners with personal account needs.
- Opens new deposit accounts, has an understanding of business entity documentation and provides services to clients.
- Primary contact for operational and transaction activities including accepting and processing deposits, processing branch mail, cashing checks, processing withdrawals and accepting loan payments.
- Works with Branch Staff and Client Advisors to open new accounts, discuss bank’s deposit products and treasury services, and prepare documents for high value clients.
- Responsible for performing back-office processing activities with efficiency in fast paced environment.
Daily Activities Include
- Open and close the branch
- Maintain client deposit accounts and support existing client relationships
- Open new deposit accounts and establish treasury services
- Handle requests in-person, by email, and/or over the phone
- Assist clients with treasury services (online banking) access issues and basic product use,
- Process wire transfers, and other back-office functions such as branch certifications, daily checklists, report reviews
- Provide expertise to clients in identifying appropriate products, set up new products, services, online access, treasury management services etc.
- Clerical work regarding preparation/retention of files
Basic Qualifications
- High School graduate with at least one year of banking experience as a teller and new accounts.
- Knowledge of bookkeeping, account reconciliations, statement preparation, treasury services, and account analysis.
- Comfortable level with IT systems, computer desktop applications, and experience with Microsoft Windows, Microsoft Office with solid knowledge of and E-Mail programs.
Special Skills
- Commitment in enforcing and monitoring OFAC /BSA /Patriot Act
- Regulations: Reg. D / Reg. DD / Reg. E / Reg. G / Reg. J / Reg. H / Reg. P / Reg. Q / Reg. AA / Reg. BB
Salary : $19 - $25