Universal Banker (Santa Clarita, CA)

Mission Valley Bank • Santa Clarita, CA

1d • Hybrid

About The Position

Universal Bankers are professional, friendly, provide excellent customer service, and possess excellent communication skills. They must love people to identify and offer new bank products and services, be detail oriented and accurate with counting and balancing. They must love people and numbers to provide high-level client service support to internal and external client inquiries. This role is part of Mission Valley Bank's valued, talented and proven team, dedicated to service excellence.

Requirements

• Associate degree preferred or related work experience required.
• Minimum of 5 years of experience in banking branch operations with knowledge of banking regulations.
• Experience in new commercial accounts and customer service required.
• Complete knowledge and understanding of bank operations, policies and procedures to include client issues.
• Excellent written and communication skills, including the ability to deal professionally with issues, problems, and questions.
• Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
• Ability to interact with all levels of clients, staff, and management.
• Requires the ability to employ basic reasoning skills.
• Ability to work independently with limited direction from supervisor.
• Ability to work successfully in a deadline driven, team environment.
• Excellent knowledge in MS Word, proficient in Excel, Outlook, preferable.

Nice To Haves

• Humility, vulnerability, transparency, a performance-driven attitude, and a team-player approach.

Responsibilities

• Build relationships with customers in order to cross-sell products and services by suggesting bank products and service to current and prospective customers that fit their needs.
• Perform teller functions in accordance with all policies, procedures and compliance. Consistently balance teller window timely and balance cash to General Ledger. Investigate and resolve all cash drawer discrepancies. Balance vaults- maintain appropriate cash levels. Perform dual control procedures at all times.
• Assist customers with routine account-related requests such as funds transfers, wire transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about checking and savings account transactions, inquiries about funds availability, inquiries about debit card usage limits and check verification request by third parties. Assists customers in opening new accounts. Maintain confidentiality at all times.
• Comply with procedures for opening and closing of operations including alarm and door duties (including testing).
• Traveling to other branches may be required.
• Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type.
• Support a diverse workforce and affirmative action.
• Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
• Bring any suspicious activity to the attention of a supervisor, or the BSA Officer.
• Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
• Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.

Benefits

• Medical, dental, vision and life insurance eligibly the first day of the month following employment.
• Several discount programs, Employee Assistant Program (EAP), several voluntary plans, Flexible Spending, Health Savings Account and more
• 401(k) pre-tax with matching contribution and Roth 401(k)
• Free checking and savings accounts
• Monthly stipend for cell phone expenses
• Flexible work schedule
• Beyond holidays, vacation and sick pay.
• Adoption assistance and leave options for medical, personal or family reasons including jury duty and military leave
• Recognition programs, monetary rewards for new team members and more

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 11-50 employees