Universal Banker: Build Relationships & Solutions

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

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.