Universal Banker/Teller

Workway, Inc. • Beverly Hills, CA

3d

About The Position

The Universal Banker/Teller works for a bank founded by experienced banking and business professionals. The bank takes an entrepreneurial, relationship-focused approach to helping businesses, professionals, and real estate investors achieve their financial goals, primarily in Orange, Los Angeles, Riverside, and San Bernardino counties. The role supports clients with banking transactions, account services, issue resolution, and personalized financial solutions while following bank policies and procedures.

Requirements

• High school diploma, associate's or bachelor's degree, or equivalent banking experience emphasizing retail and/or business banking.
• 1–2 years of general banking experience, emphasizing branch sales and operations.
• Comprehensive understanding of branch banking activities, products, and services.
• Comprehensive understanding of general banking compliance regulations and laws.
• Knowledge of bank-specific internal controls required under the FDIC Improvement Act (FDICIA) and Sarbanes-Oxley (SOX).
• Ability to participate routinely in required bank training, hosted or self-directed, and pass associated tests or assessments with satisfactory scores.
• Proficiency with Microsoft Office Suite, Client, Integrated Teller, and BPM software.
• Ability to interact professionally with all levels of management and team members.
• Excellent verbal and written communication skills.

Responsibilities

• Maintain teller drawers and conduct client transactions as needed.
• Open new business and consumer accounts by verifying required documentation and identification; maintain existing accounts and close accounts as needed.
• Provide excellent client service by answering inquiries and recommending solutions to resolve client issues.
• Maintain client files by scanning supporting documents into the core system.
• Build and maintain client relationships through regular contact, proactive outreach, and timely follow-up.
• Collaborate with all departments to provide appropriate client solutions in accordance with bank policies and procedures.
• Assist with other operational tasks as assigned.
• Identify opportunities to cross-sell bank products and services and generate internal referrals.
• Review and verify assigned daily reports.

Benefits

• Healthcare benefits, including medical, dental, and vision insurance.
• 401(k) plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED