Universal Banker

Genesis Bank • Beverly Hills, CA

47d • Onsite

About The Position

The Universal Banker is responsible for providing client assistance, new account services, and a variety of regular and recurring operational functions. Promotes business by offering clients and prospects appropriate products and services and assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Maintains teller drawer and will conduct client transactions as needed. Open new accounts for businesses and consumers by ensuring proper documentation and identification; maintain existing accounts of all types and closes accounts as needed. Provides excellent client service, including answering inquiries, recommending solutions to resolve client issues, etc. Maintains client files to scan supporting documents to core system. Maintains strong client relationships through regular contact, including proactive outreach. Provides client follow up as needed. Works collaboratively and effectively with all departments to ensure appropriate client solutions with the bank’s policy and procedural guidelines. Assists with other operational tasks as assigned. Identifies opportunities to cross-sell bank products and services and generate referrals to internal. Reviews and verifies daily reports assigned.

Requirements

• High school diploma, Associate or Undergraduate college degree or equivalent banking experience, with emphasis on retail and/or business banking
• 1-2 years of general banking experience, with an emphasis on branch sales and operations.
• Comprehensive understanding of branch banking activities, products, and services.
• Comprehensive understanding of general banking compliance regulations and laws.
• Knowledge of banking specific internal controls required under FDIC Improvement Act (FDICIA) and Sarbanes Oxley (SOX).
• Ability to routinely participate in Bank required training (hosted or self-directed), and pass with satisfactory scores, tests or assessments associated with such training.
• Proficient with Microsoft Office Suite, Fiserv, Integrated Teller, and BPM.
• Ability to interact with all levels of management and team members.
• Excellent verbal and written communication skills.

Responsibilities

• Providing client assistance, new account services, and a variety of regular and recurring operational functions.
• Promoting business by offering clients and prospects appropriate products and services.
• Assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
• Maintaining teller drawer and conducting client transactions as needed.
• Opening new accounts for businesses and consumers by ensuring proper documentation and identification.
• Maintaining existing accounts of all types and closing accounts as needed.
• Providing excellent client service, including answering inquiries and recommending solutions to resolve client issues.
• Maintaining client files to scan supporting documents to core system.
• Maintaining strong client relationships through regular contact, including proactive outreach.
• Providing client follow up as needed.
• Working collaboratively and effectively with all departments to ensure appropriate client solutions with the bank’s policy and procedural guidelines.
• Assisting with other operational tasks as assigned.
• Identifying opportunities to cross-sell bank products and services and generate referrals to internal.
• Reviewing and verifying daily reports assigned.

Benefits

• Comprehensive health, dental, and vision benefits for eligible employees are available on your first day.
• 401k matching
• Paid time off
• Competitive salary
• Paid federal holidays

What This Job Offers

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