Jobs · Finance · California

Universal Banker II

Open Bank · Los Angeles, CA · 1 wk ago
FinanceFull-time

About the role

We are seeking a Universal Banker II to join our Western Office branch team at Open Bank. This position involves meeting with customers and non-customers to open various types of accounts, providing exceptional service, and cross-selling appropriate products and services.

Responsibilities

  • Opens, closes, and renews all types of savings, certificate of deposit, and checking products quickly and accurately.
  • Provides exceptional service in handling clients in person or on the telephone.
  • Maintains a cash drawer, balances, and audits the cash drawer according to policy and schedule.
  • Processes Reject, Overdraft (OD), Non-Post, Stop and HOLD items.
  • Reviews and performs callback on various reports and items.
  • Communicates with customers and mails out notices for NSF, OD, and Return Items.
  • Researches deposit accounts such as Account Statement Printing & Image Printing.
  • Scans new account documents for review and callback.
  • Processes outgoing wire and keyboard item input and completes next day review.
  • Affords assistance with Safe Deposit Box access to clients and assists in opening new deposit boxes.
  • Processes mail and courier deposits, messenger service deposits, mobile, and remote deposits, reviews, and submits.

Requirements/Qualifications

  • Minimum one year of experience as an operation specialist in a bank operation required.
  • Retail sales and service experience, including cash handling, is a plus.
  • Ability to respond effectively to the most sensitive inquiries or client complaints.
  • Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
  • Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail, and on-line banking programs.
  • Be able to handle large amounts of cash.

Benefits & Perks

  • Medical, Dental, & Vision Insurance: Open Bank offers these benefits for all full-time employees and their immediate family members, becoming eligible on the first of the month following hire date.
  • Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
  • Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
  • 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions, making employees eligible to participate on the first of the month following 90 days of employment.
  • Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
  • Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
  • Company Paid Lunch: Open Bank provides company-paid lunch twice a week.

Pay

Compensation is commensurate with experience.

Schedule

The schedule is flexible and can vary based on the needs of the department.

To view current job openings, please visit Open Bank Careers Page: https://myopenbank.com/about/

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