Universal Banker

Page Mechanical Group, Inc.; Beverly Hills (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Genesis Bank is seeking a Universal Banker to provide client assistance, open new accounts, and support daily operations. You will promote bank products, ensure documentation is complete, and maintain strong client relationships in a fast-paced retail/ business banking environment.

Ideal candidates have 1-2 years in banking, solid knowledge of compliance requirements, and proficiency with Fiserv, Integrated Teller, BPM, and MS Office. Join a team that values collaboration and exceptional service.

Qualifications

• 1-2 years of general banking experience with emphasis on branch sales and operations.
• Strong understanding of branch banking activities, products, and services.
• Knowledge of banking compliance regulations and laws (FDICIA/SOX).
• Proficient with Microsoft Office Suite, Fiserv, Integrated Teller, and BPM.

Responsibilities

• Maintains teller drawer and will conduct client transactions as needed.
• Open new accounts for businesses and consumers by ensuring proper documentation and identification; maintain existing accounts of all types and closes accounts as needed.
• Provides excellent client service, including answering inquiries, recommending solutions to resolve client issues, etc.
• Maintains client files to scan supporting documents to core system.
• Maintains strong client relationships through regular contact, including proactive outreach.
• Provides client follow up as needed.
• Works collaboratively and effectively with all departments to ensure appropriate client solutions with the bank’s policy and procedural guidelines.
• Assists with other operational tasks as assigned.
• Identifies opportunities to cross-sell bank products and services and generate referrals to internal.
• Reviews and verifies daily reports assigned.

Skills

Retail banking

Business banking

Branch sales

Client service

Regulatory knowledge

Education

High school diploma or equivalent

Associate or Undergraduate degree in a related field

Tools

Microsoft Office Suite

Fiserv

Integrated Teller

BPM

Job description

Who We Are:

Genesis Bank is a California commercial bank organized by a group of highly experienced, successful bankers and business professionals. Building on their proven track record of leadership and achievement, including previously guiding Opus Bank through significant growth and strategic milestones, the executive team brings deep expertise and a history of delivering exceptional results.

We focus on serving the banking needs of small to mid-sized businesses, the owners of such businesses, business professionals, and owners and investors of income-producing properties (including multi-family and commercial real estate), located primarily in Orange, Los Angeles, Riverside, and San Bernardino counties. Our products, services, and solutions include traditional commercial & industrial (C&I), Small Business Administration (SBA), income property, and owner-occupied commercial real estate lending, along with a full suite of deposit products and treasury management services & solutions. We also provide fiduciary and specialty banking services (property management, HOA, escrow, title, professional services) and act as section 1031 exchange Qualified Intermediary to serve the banking and real estate needs of our clients.

Why Genesis Bank?

At Genesis Bank, you will have an opportunity to make an impact and play a key role in developing and delivering on the Bank’s empowering mission of providing innovative and solution-oriented products and services to its clients, all while uplifting the communities the Bank serves and beyond. Our comprehensive health, dental, and vision benefits for eligible employees are available on your first day. We also offer 401k matching, Paid time off, competitive salary, and paid federal holidays.

Duties and Responsibilities

The Universal Banker is responsible for providing client assistance, new account services, and a variety of regular and recurring operational functions. Promotes business by offering clients and prospects appropriate products and services and assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations

• Maintains teller drawer and will conduct client transactions as needed.
• Open new accounts for businesses and consumers by ensuring proper documentation and identification; maintain existing accounts of all types and closes accounts as needed.
• Provides excellent client service, including answering inquiries, recommending solutions to resolve client issues, etc.
• Maintains client files to scan supporting documents to core system.
• Maintains strong client relationships through regular contact, including proactive outreach.
• Provides client follow up as needed.
• Works collaboratively and effectively with all departments to ensure appropriate client solutions with the bank’s policy and procedural guidelines.
• Assists with other operational tasks as assigned.
• Identifies opportunities to cross-sell bank products and services and generate referrals to internal.
• Reviews and verifies daily reports assigned.

Qualifications & Expectations

• High school diploma, Associate or Undergraduate college degree or equivalent banking experience, with emphasis on retail and/or business banking
• 1-2 years of general banking experience, with an emphasis on branch sales and operations.
• Comprehensive understanding of branch banking activities, products, and services.
• Comprehensive understanding of general banking compliance regulations and laws.
• Knowledge of banking specific internal controls required under FDIC Improvement Act (FDICIA) and Sarbanes Oxley (SOX).
• Ability to routinely participate in Bank required training (hosted or self-directed), and pass with satisfactory scores, tests or assessments associated with such training.
• Proficient with Microsoft Office Suite, Fiserv, Integrated Teller, and BPM.
• Ability to interact with all levels of management and team members.
• Excellent verbal and written communication skills.

We offer a highly desirable work environment with committed banking professionals who value teamwork and collaboration.

EQUAL OPPORTUNITY EMPLOYMENT

Genesis Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws. All offers for employment with Genesis Bank are contingent upon the candidate having successfully completed a criminal background check. Genesis Bank will consider qualified candidates consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act.

© 2026 Genesis Bank

Member FDIC