Universal Banker

b1BANK; Pasadena (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Business First Bank in Pasadena, CA seeks a Universal Banker to deliver high‑quality customer service by handling transactions and needs assessments while building relationships to meet sales goals.

You will serve as the first point of contact, process a broad range of banking activities, and support campaigns through cross‑selling. Strong communication and teamwork are essential to success in this role.

Qualifications

• Minimum 2 years of personal banking or teller experience with emphasis on customer service.
• Knowledge of bank deposits, lending products, and credit products for opening accounts or referrals.
• Excellent verbal and written communication, relationship-building, collaboration and problem solving.

Responsibilities

• Serve as the first point of contact to meet customers' financial service needs and cross-sell Bank products.
• Handle a broad range of banking center activities including transaction processing and new account sales.
• Assist management with day-to-day transactions, reporting, issue resolution, and customer inquiries.
• Ensure compliance with Bank policy and regulatory requirements; maintain client confidentiality.

Skills

Customer service

Relationship building

Communication

Teamwork

Problem solving

Education

High School Diploma or GED

Job description

SUMMARY

The Universal Banker provides high-quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives.

SPECIFIC JOB DUTIES

• Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
• Responsible for a broad range of basic to moderate activities in the banking center including:
  • transaction processing,
  • new account sales,
  • customer service, and,
  • referral generation.
• Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions.
• Assists the banking center management with day-to-day transactions, including but not limited to:
  • approving transactions,
  • preparing reports, and,
  • researching and resolving issues as well as responding to all customer inquiries.
• Complies with Bank policy and follows procedures to include state and federal banking regulations.
• Maintains knowledge of all internal security policies and procedures.
• Maintains client confidentiality and ensures top level client service in handling all transactions professionally.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

JOB REQUIREMENTS

• High School Diploma or GED.
• Must have a minimum of 2 years of prior personal banking or teller experience with major emphasis on customer service.
• Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments.
• Excellent customer service skills that include above average verbal and written communication.
• Relationship building, collaboration and teamwork.
• Problem solving skills.