Universal Banker

Hedy Holmes Staffing; Stockton (CA); Presencial; USD 30.000 - 33.000; Jornada completa

Descripción de la vacante

Hedy Holmes Staffing in Stockton, CA is seeking a Universal Banker who can handle teller and new account tasks while delivering excellent customer service. This direct-hire position supports branch operations and cross-sells financial products.

You will travel to multiple branches as needed, work Monday through Friday 9:00 AM to 5:00 PM, and require at least 3 years in banking with strong cash-handling and communication skills.

Formación

• High school diploma or equivalent required.
• Minimum 3 years of banking or related financial institution experience.
• Strong knowledge of teller operations and new account procedures.
• Excellent customer service and relationship-building skills.
• Strong verbal and written communication skills.
• Ability to effectively cross-sell banking products based on customer needs.
• Solid mathematical and cash-handling skills.
• Proficiency with Microsoft Word, Excel, Outlook, and banking software systems (ITI experience preferred).
• Strong organizational, problem-solving, and multitasking abilities.
• Flexibility to work at multiple branch locations when needed.

Responsabilidades

• Open and close branch operations per bank procedures.
• Open and service consumer and business deposit accounts.
• Perform teller transactions: deposits, withdrawals, transfers.
• Wire transfers.
• Cashier's checks.
• Stop payments.
• Safe deposit box transactions.
• Know bank products and services; cross-sell as needed.
• Assist customers with inquiries and problem resolution.
• Provide information on account rates, fees, and services.
• Review reports and branch certifications.
• Ensure compliance with banking regulations and policies.
• Travel to and support multiple branch locations as needed.
• Mentor associates toward Universal Banker roles.
• Participate in task forces and special projects.

Conocimientos

Customer service

Relationship building

Verbal communication

Written communication

Cash handling

Cross-selling

Educación

High school diploma or equivalent

Herramientas

Microsoft Word

Microsoft Excel

Outlook

Banking software systems

Descripción del empleo

Position: Universal Banker
Pay Rate: $22.00 - $24.00/hourly
Location: Stockton, CA
Schedule: Monday - Friday | 9:00 AM - 5:00 PM

Position Summary

We are seeking a customer-focused and versatile Universal Banker to join our banking team in Stockton, CA. This direct hire opportunity is ideal for an experienced banking professional who can perform both teller and new account functions while delivering exceptional customer service. The Universal Banker will support branch operations, build strong customer relationships, cross-sell financial products, and ensure compliance with banking regulations.

Duties and Responsibilities

• Open and close branch operations in accordance with bank procedures.
• Open and service all types of consumer and business deposit accounts.
• Perform all teller transactions, including: Deposits, withdrawals, and transfers.
• Wire transfers.
• Cashier's checks.
• Stop payments.
• Safe deposit box transactions.
• Ordering cash and processing cash shipments.
• Maintain a thorough knowledge of all bank products and services.
• Identify customer needs and recommend appropriate banking products and services.
• Assist customers with account inquiries, requests, and problem resolution.
• Provide information regarding account rates, fees, restrictions, and available services.
• Complete Branch Capture functions and branch certifications.
• Review daily, weekly, and monthly operational reports.
• Approve transactions within assigned authority limits.
• Generate Currency Transaction Reports (CTRs) and other required banking reports.
• Ensure compliance with all applicable banking regulations, policies, and procedures.
• Travel to and support multiple branch locations as needed.
• Assist in developing and mentoring associates working toward becoming Universal Bankers.
• Participate in task forces, committees, and special projects as assigned.

Qualifications

• High school diploma or equivalent required.
• Minimum 3 years of banking or related financial institution experience.
• Strong knowledge of teller operations and new account procedures.
• Excellent customer service and relationship-building skills.
• Strong verbal and written communication skills.
• Ability to effectively cross-sell banking products based on customer needs.
• Solid mathematical and cash-handling skills.
• Proficiency with Microsoft Word, Excel, Outlook, and banking software systems (ITI experience preferred).
• Strong organizational, problem-solving, and multitasking abilities.
• Flexibility to work at multiple branch locations when needed.