Utility Universal Banker

2 weeks ago

Beverly Hills, United States Mechanics Bank Full time

Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Cathedral City 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 responsible for the sales and servicing of all Bank products and services. Works with the sales team to achieve personal goals in the areas of deposit growth, business relationship growth and consumer relationship growth.

The Utility is required to travel between temporary assignments at branch offices within a designated region. They are responsible for processing cash and non-cash transactions in accordance with company policy and procedures, providing superior customer service.

What you will do:

  • Performs routine teller transactions, new account transactions and works directly with customers. Responsible for maintaining and balancing a cash supply for transactions performed.

  • Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by customers. Effectively questions and listens to customers to gain a full understanding of both their new and existing financial circumstances and needs.

  • Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail office. Promotes the full range of deposit products and services that best meets the customer's needs.

  • Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Refers customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.

  • Represents the Bank and its products and services with pride and enthusiasm. Utilizes sales techniques to uncover customer needs to present the bank's products and services. Provides additional information to customers regarding bank's special promotions.

  • Receives small business loan applications and reviews loan packages for required documentation. Processes simple consumer loan packages and refers real estate secured consumer loans or complex business loans to business partner.

  • Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, operational branch reports, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs.

  • Keeps a clean, organized work area and a professional appearance. Completes required compliance training in a timely manner. Participates in branch, Region, and Bank campaigns.

Who you are:

  • High School Diploma or GED required or equivalent combination of education and experience required.

  • Approximately 80 - 90% travel is required, typically within a 50-mile radius. May exceed dependent upon territory. Mileage will be paid for travel between assignments.

  • Notary license preferred

  • Minimum of 2 years of banking experience in operations and sales required.

  • Excellent interpersonal skills, attention to detail, and customer service.

  • Ability to work independently and collaborate effectively as a team member.

  • Ability to make decisions using information available.

  • Working knowledge of Bank deposit products and services.

  • Working knowledge of Bank's consumer loan products.

  • Basic knowledge of alternative Bank services and vendor provided products.

  • Ability to persuade, including the value and benefits of using the Bank's services and products.

  • Knowledge of applicable Bank policies and procedures.

#LI-JM1

Pay Range: $21.00 - $28.00hourly

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

  • Please view Equal Employment Opportunity Posters provided by OFCCPhere.

  • To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

    California Privacy Policy for Prospective Employees | Mechanics Bank

  • Universal Banker II

    4 weeks ago

    Beverly Hills, California, United States SFB Full time

    Job SummaryWe are seeking a highly motivated and experienced Universal Banker II to join our team at Salem Five. As a key member of our branch operations, you will be responsible for delivering exceptional customer experiences, growing our market share, and contributing to the success of our business.Key ResponsibilitiesIdentify sales opportunities and...

  • Universal Banker

    3 months ago

    Fairless Hills, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Universal Banker

    4 weeks ago

    Granada Hills, California, United States Citigroup Inc Full time

    Job SummaryThe Universal Banker is a key role in providing exceptional service delivery to internal and external customers in coordination with the Branch team. This position is responsible for executing all service transactions and sales referral routines to deepen client relationships.Key ResponsibilitiesExhibits strong sales and service skills, presenting...

  • Full-Time Universal Banker

    4 weeks ago

    Forest Hills, New York, United States Ridgewood Full time

    Job SummaryWe are seeking a highly skilled and motivated Full-Time Universal Banker to join our team at Ridgewood. As a key member of our banking team, you will be responsible for providing exceptional customer service, promoting the sale of bank products and services, and ensuring regulatory compliance.Key ResponsibilitiesProvide excellent customer service...

  • Universal Banker

    3 weeks ago

    Granada Hills, 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 part-time position requires a strong focus on building client relationships, executing financial transactions, and promoting digital banking capabilities.Key...

  • Senior Vice President, Commercial Banker

    4 weeks ago

    Beverly Hills, California, United States Western Alliance Bank Full time

    Job Title:Senior Vice President, Commercial BankerLocation:Beverly HillsJob Summary:The Commercial Banker position is within our Private Client Group, focusing on high-net-worth individuals, entrepreneurs, commercial real estate investors, family offices, and other key market segments. As a Senior Vice President, Commercial Banker, you will be responsible...

  • Universal Banker

    3 weeks ago

    Forest Hills, New York, United States Ridgewood Full time

    Job SummaryWe are seeking a highly skilled and motivated Universal Banker to join our team at Ridgewood. As a key member of our banking team, you will be responsible for providing exceptional customer service, promoting the sale of Bank products and services, and processing various banking transactions.Key ResponsibilitiesCustomer Service: Respond to...

  • Senior Vice President Commercial Banker

    4 weeks ago

    Beverly Hills, California, United States Western Alliance Bank Full time

    Job Title: Senior Vice President, Commercial BankerLocation: Beverly HillsThe Commercial Banker position is within our Private Client Group, focusing on high-net-worth individuals, entrepreneurs, commercial real estate investors, family offices, and more.As a Commercial Banker, you will identify a target market for new business and develop a book of new...

  • Senior Vice President Commercial Banker

    3 weeks ago

    Beverly Hills, California, United States Western Alliance Bank Full time

    Job Title:Senior Vice President, Commercial Banker Location:Beverly HillsJob Summary:The Commercial Banker position is within our Private Client Group, focusing on high-net-worth individuals, entrepreneurs, commercial real estate investors, family offices, and other key clients. As a Senior Vice President, Commercial Banker, you will be responsible for...

  • Strategic Associate Banker

    4 weeks ago

    Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the...

  • Strategic Associate Banker

    4 weeks ago

    Short Hills, New Jersey, United States Citigroup Inc Full time

    The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the...

  • Universal Banker

    2 weeks ago

    Beverly, United States M&T Bank Full time

    Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well...

  • Retail Banker I

    2 months ago

    Forest Hills, United States TD Bank N.A Full time

    The Retail Banker I is a Customer liaison that is integral to delivering TDs Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs. This role contributes to the achievement of Banker, Retail, Customer Service, Customer Experience, Forest, Financial

  • Mortgage Banker

    2 weeks ago

    Farmington Hills, United States First Merchants Bank Full time

    Description First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs. This would include initial consultation, gathering and review of financial information and inputting file into our Mortgage Loan Origination System. The Mortgage Banker will be...

  • Citi Private Banker

    4 weeks ago

    Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

    Job Summary: We are seeking a highly skilled and experienced Private Banker to join our team at Citi Private Bank. The ideal candidate will have a strong background in private banking, with a proven track record of success in relationship selling and client management. Key Responsibilities: Act as a trusted advisor to high net worth individuals and families,...

  • Business Development Banker

    2 weeks ago

    Parsippany-Troy Hills Twp, United States Blue Foundry Bank Full time

    About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank...

  • Investment Counselor Sr. Lead

    4 weeks ago

    Beverly Hills, California, United States Citigroup Inc Full time

    Job SummaryThe Investment Counselor Sr. Lead is a senior-level professional responsible for providing strategic investment advice and solutions to ultra-high net worth clients. This role requires a deep understanding of investment markets, products, and services, as well as excellent communication and relationship-building skills.Key ResponsibilitiesFunction...

  • Citi Private Banker

    3 weeks ago

    Short Hills, New Jersey, United States Citigroup Inc Full time

    The ideal candidate will be a seasoned professional with a proven track record in Private Banking, having extensive experience in working with and/or leading client teams and transactions. They will demonstrate a deep understanding of all Citi Private Bank banking and product systems, platforms, tools, and capabilities.Responsibilities:Actively identify...

  • Therapeutic Recreation Specialist

    4 weeks ago

    Auburn Hills, Michigan, United States Universal Health Services Full time

    Job Summary:The Certified Therapeutic Recreation Specialist (CTRS) is responsible for providing Recreational Therapy services, including assessment, treatment planning, and therapeutic activity interventions. The CTRS utilizes individual and/or group activity interventions to bring about positive changes in the client's behavior, cognitive, social,...

  • Clinical Nurse Specialist

    4 weeks ago

    Beverly Hills, California, United States Avera McKennan-Doctors Plaza 4 Full time

    Clinical Registered Nurse OpportunityAvera McKennan Hospital & University Health Center is seeking a skilled Clinical Registered Nurse to join our nursing team.Job Summary:As a Clinical Registered Nurse, you will provide professional nursing care in a patient-focused setting, utilizing your expertise to deliver high-quality care and support the well-being of...