Current jobs related to Universal Banker I - San Diego - First Foundation Bank

  • Part Time Universal Banker

    2 weeks ago

    San Diego, California, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role in our branch team, responsible for delivering exceptional customer service and sales support to our clients. As a Universal Banker, you will be the primary point of contact for clients, providing personalized service and support to meet their financial needs.Key ResponsibilitiesProvide exceptional customer...

  • Universal Banker

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales expertise to internal and external clients. This position requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide personalized...

  • Universal Banker

    2 weeks ago

    San Jose, California, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales expertise to internal and external clients. This position requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide personalized...

  • Relationship Banker I

    4 weeks ago

    San Antonio, Texas, United States The Bank of San Antonio Full time

    Job Title: Relationship Banker IThe Bank of San Antonio is seeking a skilled Relationship Banker I to provide exceptional customer service and support to our clients. As a key member of our team, you will be responsible for processing transactions, maintaining accurate records, and promoting our banking services.Key Responsibilities:Process a wide range of...

  • Part-time Universal Banker

    2 weeks ago

    San Diego, California, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role in our branch team, responsible for providing exceptional service delivery to our internal and external customers. This part-time position requires a strong sales and service skills, with the ability to present products and services to clients while educating them on available access...

  • Universal Banker

    2 weeks ago

    San Jose, California, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales support to internal and external clients. This position requires a strong sales and service orientation, with the ability to effectively execute all service transactions and sales referral routines to deepen client...

  • Senior Commercial Banker

    3 weeks ago

    San Diego, California, United States Western Alliance Bank Full time

    Job Title:SVP - Commercial Banker - Asset Based Lending (ABL)Location:CityScapeJob Summary:The Commercial Banker is responsible for identifying and developing new business opportunities in the Asset Based Lending (ABL) space. This role requires a strong understanding of commercial banking and ABL products, as well as excellent relationship management and...

  • Senior Relationship Banker

    2 months ago

    San Diego, United States Dexian Full time

    As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's...

  • Senior Investment Banker

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Senior Investment Banker SAFE Act Expert is a seasoned professional role that requires in-depth knowledge of investments, banking, and credit products. The ideal candidate will have 5-8 years of experience and a strong understanding of the banking industry. The role involves assisting the Banker in creating sales and marketing strategies,...

  • Utility Universal Banker

    3 months ago

    San Pablo, United States Mechanics Bank Full time

    Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Kensington Branch. Under general supervision, independently and accurately performs the full range of teller and new accounts transactions according to established procedures. Provides dual control support, delivers excellent customer service, and is...

  • Client Services Banker I

    5 days ago

    San Mateo, California, United States Heritage Bank of Commerce Full time

    Job Summary:The Client Services Banker I role is responsible for opening new accounts, handling customers' depository transactions, and responding to client inquiries. This position requires exceptional customer service skills, a strong understanding of banking operations, and the ability to work effectively in a team environment.Key Responsibilities:Provide...

  • Associate Banker SAFE Act Specialist

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Associate Banker SAFE Act is a critical role within Citigroup Inc. that requires a seasoned professional with in-depth knowledge of banking and credit products. As a key member of the Private Client Coverage team, you will be responsible for assisting the Banker in creating sales and marketing strategies to generate revenue growth and acquire...

  • Part Time Universal Banker

    1 week ago

    San Francisco, California, United States Citigroup Inc Full time

    The Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service to internal and external clients. This position requires strong sales and service skills, with a focus on presenting products and services to clients while educating them on available access channels.Key Responsibilities:⁠ ⁠Exhibit strong...

  • Associate Banker SAFE Act Professional

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Job Title: Associate Banker SAFE ActThe Associate Banker SAFE Act is a key role within Citigroup Inc. that requires a seasoned professional with in-depth knowledge of banking and credit products. As a member of our team, you will contribute to the development of new techniques and improve processes and workflows for the area or...

  • Head Universal Banker

    2 weeks ago

    San Rafael, California, United States Citigroup Inc Full time

    Job SummaryThe Head Universal Banker is a key role in our San Rafael branch, responsible for delivering exceptional customer service and driving sales growth. As a leader in our team, you will be responsible for providing expert guidance and support to our customers, while also identifying opportunities to deepen client relationships and drive business...

  • Head Universal Banker

    2 weeks ago

    San Rafael, California, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Head Universal Banker to join our team at the San Rafael Branch. As a key member of our branch team, you will be responsible for providing exceptional service delivery to our internal and external customers, while also driving sales and revenue growth.Key ResponsibilitiesProvide exceptional customer...

  • Head Universal Banker

    1 week ago

    San Rafael, California, United States Citigroup Inc Full time

    The Head Universal Banker is responsible for delivering exceptional customer service to internal and external clients in collaboration with the Branch team.The primary objective is to effectively execute all service transactions and sales referral routines to deepen client relationships.Key Responsibilities: Exhibits strong sales and service skills,...

  • Accounting Assistant I

    2 weeks ago

    San Diego, California, United States Vets Hired Full time

    Accounting Assistant IAt Vets Hired, we're seeking a detail-oriented and organized Accounting Assistant I to join our team. As an Accounting Assistant I, you will play a crucial role in supporting our financial operations by processing and tracking invoices, maintaining spreadsheets, and reviewing procurement card transactions for university compliance.Key...

  • Senior Commercial Banker

    4 weeks ago

    San Diego, California, United States Western Alliance Bank Full time

    Job Title: Senior Commercial Banker - Asset Based LendingLocation: CityScapeAbout the Role:The position of Senior Commercial Banker is responsible for identifying a target market for new business and developing a book of new business from those relationships. The role involves negotiating, underwriting, and coordinating the closing of major and complex...

  • Citi Private Banker

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    About the RoleCiti is seeking a highly skilled and experienced Private Banker to join our team in San Francisco. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with tailored financial solutions and expert advice.Key...

Universal Banker I

3 months ago

San Diego, United States First Foundation Bank Full time
Job DescriptionJob Description

Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all professionally, efficiently, friendly, and accurately.

Salary Range: The salary range budgeted for this position is $31,200/yr to $37,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties and Responsibilities:

  • Working knowledge and understanding of all bank products and services
  • Supports achieving branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
  • Generates new business to assist in meeting established production and profitability goals of the branch
  • Needs-Based Selling: Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client’s financial needs
  • Prepares and compiles new account applications and required information to open new accounts for both business and consumer prospects/clients
  • Refers client opportunities to internal and external sales partners to meet client financial needs
  • Provides ongoing relationship servicing with existing clients
  • Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism
  • Responds to clients’ inquiries and requests regarding accounts
  • Process routine to complex client transactions. i.e., deposits, transfers, wires, check cashing, etc.
  • Regular and consistent attendance required
  • Perform other duties as assigned

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

  • High School diploma or equivalent required; Associate/Bachelor’s degree preferred
  • Minimum of 1 to 2 years of financial services or equivalent sales/service experience required

Skills:

  • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
  • General Mathematics and Accounting
  • Must be able to assess any given situation, make decisions, and bring to a successful resolution
  • Must be experienced in the effective use of one or more core banking deposits and new account software
  • Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc.

Approximate Time Allocation:

25% = Risk Management, Operations, Compliance, Training, Meetings, etc.

75% = Client Service/Sales, Lobby Management

Physical Demands: 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 essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; and communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.