Universal Banker

Bank of Hope•Gardena, CA

14d

About The Position

The Universal Banker provides welcoming, professional customer service while helping customers with banking inquiries, resolving issues, and identifying appropriate products and services. The role supports branch sales goals by promoting accounts, loans, and other financial solutions, and by educating customers about digital banking and self-service options. The position performs teller transactions and assists with account openings, updates, and closings. It also supports branch operations, cash handling, regulatory compliance, security, fraud prevention, recordkeeping, and customer risk escalation. The Universal Banker collaborates with branch colleagues, may help train new team members as directed, and participates in branch meetings and training sessions.

Requirements

High school diploma.
Excellent verbal and written communication skills.
Strong organizational skills and willingness to adapt in a fast-paced environment.
Ability to manage multiple tasks, projects, and deadlines simultaneously.
Strong customer service skills and ability to build and maintain relationships.
English written proficiency: advanced; verbal proficiency: fluent.

Nice To Haves

Korean language skills preferred.

Responsibilities

Welcome customers, respond to inquiries, and resolve issues promptly and professionally.
Build customer relationships by understanding needs and recommending suitable banking products and services.
Promote products and services to meet individual and branch sales goals, including accounts, loans, and other financial solutions.
Educate customers about digital banking options and self-service tools.
Maintain knowledge of bank products, services, and promotions to provide accurate information.
Process deposits, withdrawals, transfers, and payments accurately and efficiently.
Assist customers with account openings, updates, and closings in accordance with bank policies and procedures.
Identify opportunities to cross-sell or upsell products and services.
Maintain cash drawer accuracy and follow cash-handling procedures.
Follow bank policies, procedures, and regulatory requirements, including security and fraud-prevention protocols.
Participate in operational tasks such as ATM balancing, night-deposit processing, and maintaining branch supplies.
Monitor and escalate suspicious account activity or potential risks to management as needed.
Maintain organized and accurate records for branch audits and operational reviews.
Collaborate with branch team members to support service delivery and branch goals.
Assist with training and mentoring new team members as directed by management.
Participate in branch meetings and training sessions.