Senior Universal Banker: Relationship & Deposits Expert

Mechanics Bank

Concord (CA)

On-site

USD 32,000 - 43,000

Full time

13 days ago
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Benefits offered by this job

Medical, dental, vision coverage
401(k) plan with company contribution
Paid holidays and vacation

Job summary

Mechanics Bank is seeking a Sr. Universal Banker for an on-site role in Concord, CA. The position focuses on deposit services, customer relationships, and full branch support including lending and treasury products.

The ideal candidate has at least 2 years of bank operations and sales experience, excellent interpersonal skills, and the ability to work independently or with a team. Notary license is preferred.

Qualifications

  • High School Degree or GED required.
  • Minimum of 2 years bank operations and sales experience required.
  • Notary License preferred.
  • Excellent interpersonal skills and customer service.
  • Ability to work independently and collaborate effectively as a team member.
  • Ability to make decisions and review and approve other employee decisions.
  • Excellent time management skills, organizational ability, and attention to detail.
  • Extensive knowledge of Bank deposit products and services.
  • Thorough knowledge of Bank's standard loan products.
  • Knowledge of small business and consumer credit principles and practices.

Responsibilities

  • Provide comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail branch.
  • Open and close customer accounts including checking, savings, money markets, CDs, and IRAs.
  • Assist customers with online banking, mobile banking, and other complex account issues.
  • Process routine teller transactions and service customers with secure procedures.
  • Balance cash and manage cash orders; balance at end of shift.
  • Receive and process loan applications and assist at other branches as needed.
  • Promote banking products and services to meet customer needs.
  • Perform notary and regulatory compliance tasks as required.

Skills

Interpersonal skills
Customer service
Team collaboration
Decision making

Education

High School Diploma or GED

Tools

Notary License

Job description

Mechanics Bank is seeking a Sr. Universal Banker for an on-site role in Concord, CA. The position focuses on deposit services, customer relationships, and full branch support including lending and treasury products.

The ideal candidate has at least 2 years of bank operations and sales experience, excellent interpersonal skills, and the ability to work independently or with a team. Notary license is preferred.

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