Demo

Universal Banker

Workway
Mission Viejo, CA Temporary
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an opportunity for a Universal Banker at a bank dedicated to partnering with every client and delivering the highest level of personalized service in the industry. You will be part of a highly desirable work environment alongside committed banking professionals who value teamwork and collaboration.

The Universal Banker is responsible for the following specific duties :

Your specific duties will include :

  • Opening and closing the branch.
  • Maintaining client deposit accounts and supporting existing client relationships.
  • Opening new deposit accounts and establishing treasury services.
  • Handling client requests in person, via email, and over the phone.
  • Assisting clients with treasury services (online banking), access issues, and basic product usage.
  • Processing wire transfers and performing back-office functions such as branch certifications, daily checklists, and report reviews.
  • Providing expertise to clients in identifying appropriate products, setting up new products and services, online access, and treasury management services.
  • Performing clerical tasks related to the preparation and retention of files.

Specific qualifications for the position include :

  • Knowledge of compliance laws governing the duties entrusted to this position.
  • Commitment to enforcing and monitoring OFAC, BSA, and the Patriot Act.
  • Familiarity with banking regulations, including :
  • Reg. D, Reg. DD, Reg. E, Reg. G, Reg. J, Reg. H, Reg. P, Reg. Q, Reg. AA, Reg. BB.
  • High school diploma, with at least one year of banking experience as a teller and in new accounts.
  • Knowledge of bookkeeping, account reconciliations, statement preparation, treasury services, and account analysis.
  • Proficiency with IT systems, computer desktop applications, and experience with Microsoft Windows and Microsoft Office, with strong knowledge of Word, Excel, and email programs.
  • Pay Rate Range : $19.00 - $26.00 per hour

    Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.

    Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you put your best foot forward. Contact us today!

    Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http : / / www.workway.com / EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.

    Salary : $19 - $26

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