Universal Banker

West Coast Community Bank • Monterey, CA

2d

About The Position

As a Universal Banker, you'll assist clients and potential clients by opening a variety of new accounts including checking, savings, IRA, CD and others. Collect required information from new account customers and complete account set up process including data input, verifying references, and documentation. Provide information and answer questions regarding bank products and services. Make referrals as appropriate to cross-sell a variety of bank services.

The UB possesses a thorough knowledge and understanding of all Bank operations and processes client transactions according to Bank's policies and procedures. Performs all required job duties in accordance with the Bank’s regulatory standards. As the first line of defense against risk exposure, you'll ensure all safety and security protocols are followed: to include cash controls dual control, transaction processing and approvals.

Requirements

• High school diploma or equivalent.
• Previous experience working with the public in a client service role is required.
• 3-5 years working in bank branch operations.
• Strong organizational skills
• Ability to multi-task
• Excellent communication skills, both written and verbal
• Strong cash handling skills
• Strong computer/technical skills
• Ability to lift up to 25 lbs
• Ability to sit/stand for long periods
• New Accounts Origination
• Knowledge of business entity documents
• Excellent client service skills
• Reliable, dependable and regular attendance is essential
• Knowledge of Reg. E, Reg. CC and BSA/AML

Nice To Haves

• Prior new accounts experience is preferred.

Benefits

• Medical, dental, and vision plans
• Vacation, sick leave, paid Holidays
• Paid volunteer time
• Employer paid life insurance
• 401(k) with employer matching
• Ongoing training, professional development and career advancement opportunities

What This Job Offers

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