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Universal Banker I

2 months ago

San Jose, United States GBC International Bank Full time $36,000 - $46,000
Job DescriptionJob DescriptionJob Summary

Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening.

Essential Job Functions

  • Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the branch. (The time spent performing sales service or customer transactions will be determined by the needs of the branch).
  • Responsible for a broad range of moderate to complex activities in the branch including transaction processing, new account sales, customer servicing and referral generation.
  • Establishes, maintains, and deepens relationships with banking center customers to achieve branch performance goals and provide excellent customer service.
  • Adapts to the needs of the branch and focus on any promotional activities and enhancing the customer experience
  • Assists the branch management with day-to-day transactions (including but not limited to approving transactions, preparing reports, etc.)
  • Performs other duties as assigned

Qualifications/Requirements

  • High school diploma or equivalent.
  • At least 1-2 years of cash handling, customer service, or sales experience.
  • Ability to exchange non-routine information using tact and persuasion as appropriate.
  • Strong verbal and written communication skills.


Preferred Skills/Experience

  • Post-secondary certificate or degree in Accounting, Finance or Business, preferred.
  • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems
  • Proven customer service and interpersonal skills
  • Effective selling and referral skills
  • Strong mathematical, problem-solving, and negotiation skills

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to:

  • stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk to hear.
  • The employee must occasionally lift and/or move up to 25 pounds.

While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.