Universal Banker I

GBCIB; San Jose, Northern (CA, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

GBCIB is seeking a customer-focused teller to deliver a personalized, high-quality banking experience in a San Jose branch. You will process transactions, assist with account openings, and identify financial needs to provide suitable banking solutions.

You will build strong customer relationships, support sales initiatives, and collaborate with branch staff to ensure a seamless, professional service experience for every customer interaction.

Qualifications

• High school diploma or equivalent is required.
• 1–2 years of cash handling, customer service, or sales experience.
• Ability to exchange non-routine information with tact and persuasion.
• Strong verbal and written communication skills.

Responsibilities

• Serve as a trusted contact for customers by identifying financial needs and offering banking solutions.
• Perform branch activities: transactions, account openings, customer servicing, problem resolution.
• Build and deepen customer relationships by engaging customers and linking them to products for financial goals.
• Support branch sales and promotions and adapt to changing business needs.
• Assist leadership with daily operations including approvals, reporting, balancing, and branch support.
• Collaborate with staff and internal teams to deliver a seamless customer experience.
• Perform other duties and special projects as assigned.

Skills

Cash handling

Customer service

Sales

Verbal communication

Written communication

Persuasion

Education

High school diploma or equivalent

Job description

Job Summary

Delivers a personalized, high-quality banking experience by providing efficient and professional transaction services, conducting needs-based conversations, and assisting customers with account opening and other banking solutions. Builds strong customer relationships by identifying financial needs, resolving inquiries, and ensuring a seamless White Glove service experience during every interaction.

Essential Job Functions

• Serve as a trusted point of contact for customers by identifying financial needs, providing appropriate banking solutions, and delivering a personalized, high-quality service experience that contributes to the success of the branch.
• Perform a broad range of branch activities, including transaction processing, account opening, customer servicing, problem resolution, and referral generation while ensuring accuracy, compliance, and operational excellence.
• Build, maintain, and deepen customer relationships by proactively engaging customers, understanding their needs, and connecting them with products and services that support their financial goals.
• Support branch sales, service, and promotional initiatives by adapting to changing business needs, identifying opportunities to enhance the customer experience, and contributing to branch performance objectives.
• Assist branch leadership with daily operational activities, including transaction approvals, reporting, balancing, and other branch support functions to ensure efficient branch operations.
• Collaborate with branch staff and internal departments to deliver a seamless customer experience and resolve customer needs in a timely and professional manner.
• Perform other duties and special projects as assigned.

Qualifications/Requirements

• High school diploma or equivalent.
• At least 1-2 years of cash handling, customer service, or sales experience.
• Ability to exchange non-routine information using tact and persuasion as appropriate.
• Strong verbal and written communication skills.