Universal Banker I
Open Bank · Buena Park, CA · 2 wk ago
FinanceFull-time
About the role
We are looking for a Universal Banker I to join our Buena Park Office branch team. The Universal Banker I will conduct client and bank transactions with accuracy, speed, efficiency, and professionalism. You will consistently provide excellent client service, cross-sell bank products and services, and generate referrals as appropriate. Employees in this position may be progressively cross-trained in new account processes based on the sales and service needs of the branch.
Responsibilities
- Provide exceptional service in handling clients in-person or on the telephone.
- Perform teller, new accounts, or client service functions as needed.
- Process deposits, withdrawals, check cashing, and other transactions.
- Assist with posting transactions over authority limits or exceptionally complex transactions.
- Ensure loss prevention in processing all transactions and duties.
- Issue cashier’s checks and other negotiable items.
- Assist with opening new accounts and gathering customer information.
- Stay informed and compliant with policies, practices, regulations, and laws applicable to the job function.
- Input client information into the bank system for various transactions.
- Maintain and audit a cash drawer according to policy and schedule.
Requirements
- Minimum one year of experience in bank operations preferred, but not required.
- Cash handling experience in a bank or retail setting preferred.
- Ability to follow precise directions and learn banking equipment and software quickly.
- Present a professional image when dealing with clients, interdepartmental, and external representatives.
- Strong written and oral communication skills; ability to communicate effectively and project a professional image in writing, in person, and over the phone.
- Ability to respond effectively to sensitive inquiries or client complaints.
- Bilingual in English and Korean is preferred.
Benefits
- Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Eligibility begins on the first of the month following the hire date.
- Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
- Flexible Spending Account (FSA): Tax-advantaged accounts for health, dependent care, transit, and parking expenses using pre-tax dollars.
- 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Eligibility begins on the first of the month following 90 days of employment.
- Paid Time Off (PTO): Employees begin accruing PTO hours at the time of hire for vacation, illness, or other personal reasons.
- Employee Assistance Program (EAP): Offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their families.
- Company Paid Lunch: Open Bank provides company-paid lunch twice a week.