Universal Ambassador

Luttrell Staffing Group; Bishop (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Sierra Employment / Luttrell Staffing is hiring a Universal Ambassador in Santa Clara, California. This full-time, temp-to-hire position offers occasional overtime, with travel to Lone Pine as needed.

The role involves opening and maintaining member accounts, assisting with IRA certificates, transfers, and notary services, and providing teller support. A high school diploma, valid driver's license, and 6 months to 2 years of related experience are expected.

Qualifications

• Requires a high school diploma or equivalent.
• Valid driver's license is required.
• FiCEP Certified Financial Counselor preferred or obtainable within six months of hire.
• 6 months to 2 years of related customer service, financial services, or banking experience.
• Ability to work independently and as part of a team.

Responsibilities

• Open and maintain member accounts and educate on products and services.
• Assist with IRA certificates, CDs, transfers, rollovers, and closures.
• Process member requests including checks, wires, notary services.
• Provide teller support and handle account-related needs.
• Identify opportunities to offer additional products and services.
• Maintain compliance with banking regulations and company policies.

Skills

Customer service

Communication

Team collaboration

Confidentiality

Attention to detail

Education

High school diploma or equivalent

Tools

FiCEP Certification (preferred)

Job description

Universal Ambassador Position - Sierra Employment / Luttrell Staffing

Sierra Employment/ Luttrell Staffing is currently hiring an Universal Ambassador position in Santa Clara, CA.

Details for Universal Ambassador position: $17.69-25.73/ Hour. Based out of the Bishop, CA branch with flexibility to travel to Lone Pine, CA as needed.

Full-Time | Temp-to-Hire, Occasional Overtime.

Perform work indoors in climate-controlled shared work environment with moderate noise.

Job duties for Universal Ambassador

• Open and maintain member accounts while educating members on available products and services
• Assist with IRA certificates, CDs, shared certificates, account transfers, rollovers, and closures
• Process member requests including checkbook orders, automatic transfers, ACH transactions, outgoing wires, safe deposit box maintenance, and notary services
• Support members with credit card and loan applications, fraud concerns, and other account-related needs
• Identify opportunities to recommend additional products, services, and programs that benefit members
• Provide teller support as needed
• Maintain compliance with company policies, banking regulations, the Bank Secrecy Act, Patriot Act, and OFAC requirements
• Completes any other related tasks as needed

Qualifications and Desired Skills for Universal Ambassador

• High school diploma or equivalent
• Must have a valid driver's license
• FiCEP Certified Financial Counselor certification preferred or ability to obtain certification within six months of hire
• Six months to two years of related customer service, financial services, or banking experience
• Ability to work independently with limited supervision and collaborate effectively as part of a team
• Strong verbal communication skills with the ability to clearly explain information and follow written and verbal instructions
• Ability to perform basic financial calculations accurately
• Excellent customer service skills with the ability to interact professionally with diverse individuals
• Ability to maintain confidentiality, discretion, accuracy, and composure in a fast-paced environment
• Proficiency with routine office equipment and computer-based work for extended periods
• Ability to work extended hours as needed and navigate stairs in emergencies
• Ability to lift up to 10 lbs

Luttrell Staffing Group is an equal-opportunity employer.