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Universal Banker II

2 months ago

San Jose, United States GBC International Bank Full time $42,000 - $49,000
Job DescriptionJob Description

Job Summary

Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. General expectations of handling new accounts responsibilities 75% of the time and teller responsibilities 25% of the time.

Essential Job Functions

  • Perform all aspects of new account opening procedures for all bank products/services.
  • Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
  • Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
  • Maintain confidentiality of customer information as well as Bank proprietary information.
  • Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met.
  • Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
  • Maintain open communication with other departments of the bank and make referrals as appropriate (e.g. Lending Officers, Relationship Managers, Branch Managers, etc.).
  • Proactively support branch new business promotions.
  • Perform deposit, withdrawal and other teller transactions.
  • Reconcile and balance teller cash drawer.

Secondary Job Functions

  • Process outgoing wires.
  • Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
  • Assist customers with problem resolution.
  • Assist in ATM balancing.
  • Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
  • Maintain knowledge of regulatory compliance with thorough understanding of all aspects of BSA, including but not limited to AML, USA Patriot Act and Customer Identification Program.
  • All other duties as assigned.

Qualifications/Requirements

  • High school diploma or equivalent.
  • 2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or relevant banking experience is preferred.
  • At least 2-3 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

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.