Part Time Banker

2 weeks ago


Livermore, California, United States Ultimate Staffing Full time

Job Summary:

We are seeking a highly skilled and experienced Universal Banker to join our team at Ultimate Staffing. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Open new accounts for customers and prepare necessary paperwork and applications.
  • Identify customer needs and offer relevant banking services and products.
  • Provide information on promotions, contests, and new account options.
  • Promote and sell credit cards and banking services to customers.
  • Assist in community outreach events to increase bank visibility and foster new business opportunities.
  • Answer customer questions and concerns regarding checking and savings accounts.
  • Proactively identify and inform customers of account status deficiencies and disputed transactions.
  • Process and post loan payments, record information in the database, and issue receipts.

Requirements:

  • High School Diploma or equivalent required.
  • Professional certificate or bachelor's degree in Accounting, Finance, or Business preferred.
  • Excellent verbal communication skills and ability to speak concisely.
  • Ability to use time and resources efficiently to accomplish tasks.
  • Professional experience anticipating common customer concerns and analyzing current procedures and processes for improvements.
  • Experience in efficient personal organization and ability to prioritize multiple tasks.
  • Thoroughness and meticulous attention to detail while seeking to identify and correct banking errors.
  • Ability to express written concepts clearly and concisely using correct banking forms and paperwork.
  • Experience seeking to improve and develop new processes and ideas related to daily banking tasks.

Equal Employment Opportunity:

Ultimate Staffing is an equal opportunity employer and welcomes applications from all qualified candidates. We consider all qualified applicants without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.


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