Universal Banker

US Metro Bank; Anaheim (CA); On-site; USD 19,000 - 22,000; Full time

Job summary

Evolving Solution Services in Anaheim, CA is seeking a Universal Banker for full-time clerical work at the Anaheim branch. The role involves handling teller transactions, assisting customers, and promoting bank products and services.

Candidates should have at least one year of branch banking experience and strong communication skills. This position requires accuracy with cash handling and the ability to work in a fast-paced environment.

Qualifications

• Minimum of one year in branch banking experience.
• Ability to handle teller transactions accurately and efficiently.

Responsibilities

• Handles all teller functionalities
• Balances all check and cash transactions daily
• Be acquainted with bank products/services
• Assists in the daily review of branch reports (overdrafts, new and closed accounts)
• Place Holds on check deposits
• Responds to requests for Verification of Deposits
• Maintains customer accounts for Change of Address requests
• Answers telephone calls and forwards to appropriate personnel
• Complies with all bank policies and regulatory requirements

Skills

Bank teller ops

Customer service

Computer skills

Interpersonal skills

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universal Banker

Full Time Clerical 02 ANAHEIM BRANCH, Anaheim, CA, US

4 days ago Requisition ID: 1053

Salary Range: $19.00 To $22.00 Annually

POSITION OVERVIEW

The Universal Banker is the “point of contact” for a majority of customers in their day-to-day transactions generally associated with teller work. This position is responsible for processing teller transactions accurately and efficiently in a fast-paced environment while offering Bank products and services.

POSITION RESPONSIBILITIES

• Handles all teller functionalities
• Handles customer’s call and inquiries
• Balances all check and cash transactions daily
• Be acquainted with bank products/services
• Assists in the daily review of branch reports i.e., overdrafts, new and closed accounts,
• Place Holds on check deposits.
• Contacts customers on the NSF Report for possible deposits to cover the item(s).
• Contacts customers on the Overdraft Report.
• Finalizes decisions on the NSF items in accordance with the instructions from Branch Manager and/or Operations Officer.
• Acts on any returned Items from Fed for proper resolution to customer accounts.
• Responds to requests for Verification of Deposits.
• Maintains customer accounts for Change of Address requests.
• Assists in the resolution or location of teller differences.
• Answers telephone calls, and forwards to appropriate personnel.
• Assists the Operations Officer as needed or requested
• Handles additional duties assigned by management
• Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti Money Laundering, Code of Conduct, and etc.). Must complete all required training.

SKILLS / QUALIFICATIONS

• Working knowledge of all operations departments of the Bank
  • Ability to deal effectively and tactfully with all types of customers
  • Proficiency in basic computer skills
  • Strong interpersonal and communication skills

EDUCATION / EXPERIENCE

• Minimum of one year in branch banking experience