Universal Banker II

Open Bank • Buena Park, CA

6d

About The Position

We are looking for a Universal Banker II
to join our Buena Park Office branch team at Open Bank! The Universal Banker II is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.

Requirements

• Ability to respond effectively to the most sensitive inquiries or client complaints.
• Minimum one year of experience as an operation specialist in a bank operation required.
• Retail sales and service experience, including cash handling, a plus.
• Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail, and on-line banking programs.
• Be able to handle large amounts of cash.

Responsibilities

• Opens, closes, and renews all types of savings, certificate of deposit and checking products quickly and accurately.
• Provides exceptional service in handling clients in person or on the telephone.
• Maintains a cash drawer, balances, and audits the cash drawer according to policy and schedule.
• Processes Reject, Overdraft (OD), Non-Post, Stop and HOLD items.
• Review & perform callback on various reports and items.
• Communicates with customers and mail out notices for NSF, OD, and Return Items.
• Research deposit account such as Account Statement Printing & Image Printing.
• Scan New Account Documents for review and callback.
• Processes Outgoing wire and keyboard item input and complete next day review.
• Assist with Safe Deposit Box access to clients as well as assist in opening new deposit boxes.
• Process Mail and Courier deposit, Messenger Service Deposit, Mobile & Remote Deposit, review, and submit.

Benefits

• Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
• Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
• Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
• 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
• Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
• Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
• Company Paid Lunch: Open Bank provides company paid lunch twice a week.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees