Universal Banker

6 days ago

Los Angeles, United States Open Bank Full time

At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees.


We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness


Join our TEAM - Together Everyone Achieves More

Job Title: Universal Banker II
Department: Western Office

We are looking for Universal Banker II to join our team. The Universal Banker II is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.

The Universal Banker I will be responsible for conducting client and bank transactions with accuracy, speed, efficiency, and professionalism standards. Responsible for consistently providing excellent client service and to cross-sell bank products and services and to generate referrals as appropriate. Employees in this position may be progressively cross-trained in new account processes as deemed appropriate by the Service Manager and in conjunction with the sales and service needs of the branch.

Key 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.
  • Review & perform callback on various reports and items.
  • Communicates with customers and mail out notices for NSF, OD, and Return Items.
  • Research deposit account such as Account Statement Printing & Image Printing.
  • Scan New Account Documents for review and callback.
  • Processes Outgoing wire and keyboard item input and complete next day review.
  • Assist with Safe Deposit Box access to clients as well as assist in opening new deposit boxes.
  • Process Mail and Courier deposit, Messenger Service Deposit, Mobile & Remote Deposit, review, and submit.

Requirements/Qualifications:

  • Ability to respond effectively to the most sensitive inquiries or client complaints.
  • Minimum one year of experience as an operation specialist in a bank operation required.
  • Retail sales and service experience, including cash handling, a plus.
  • 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.
  • Ability to respond effectively to the most sensitive inquiries or client complaints.

Employee Benefits & Perks

  • Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their 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. Employees are 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.

To view current job openings, please visit Open Bank Careers Page: about/#

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