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The Universal Banker assists clients and prospective clients with opening and servicing consumer and business accounts, including checking, savings, IRA, and CD accounts. The role collects and verifies required customer information, completes account setup and documentation, answers questions about bank products and services, and makes referrals to support cross-selling. The Universal Banker performs teller and new-account functions, processes transactions in accordance with bank policies and procedures, and maintains knowledge of bank operations, systems, and technology. As a first line of defense against risk exposure, the role follows applicable regulatory requirements and safety, security, cash-control, dual-control, transaction-processing, and approval protocols. This position is onsite at the bank’s Santa Cruz location.
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Job Type
Full-time
Education Level
High school or GED

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