Universal Banker II

ADP, Inc.; Los Angeles (CA); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical, Dental, & Vision

Life, AD&D & LTD

Flexible Spending Account (FSA)

401(k) Retirement Savings Plan

Paid Time Off (PTO)

Employee Assistance Program (EAP)

Company Paid Lunch

Job summary

Open Bank in Los Angeles is seeking a Universal Banker II for the Wilshire Branch. The role focuses on accurate client transactions, superior service, and cross-selling bank products to build referrals.

Employees may be cross-trained in new account processes to support sales and service needs. The Universal Banker II will handle cash transactions, maintain cash drawers, and deliver timely, accurate customer service while adhering to policy and security standards.

Qualifications

• Minimum two years of experience as an operation specialist in a bank operation.
• Retail sales and service experience, including cash handling, a plus.
• Working knowledge of computers and online banking systems.

Responsibilities

• Provides exceptional service in handling clients in person or on the telephone.
• Maintains a cash drawer, balances, and audits the cash drawer according to policy and schedule.
• Opens, closes, and renews all types of savings, certificate of deposit and checks products quickly and accurately.
• Processes Reject, Overdraft (OD), Non-Post, Stop and HOLD items.
• Review & perform callback on various reports and items.
• Communicates with customers and mails out notices for NSF, OD, and Return Items.
• Research deposit accounts such as Account Statement Printing & Image Printing.
• Scan New Account Documents for review and callback.
• Processes Outgoing wire and keyboard item input and complete next day review.
• Assist with Safe Deposit Box access to clients as well as assist in opening new deposit boxes.
• Process Mail and Courier deposit, Messenger Service Deposit, Mobile & Remote Deposit, review, and submit.

Skills

Customer service

Cash handling

Cross-selling

Tools

Online banking systems

Computers

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universal Banker II

Full Time Non-Exempt Support 01 Wilshire, Los Angeles, CA, US

Salary Range: $22.00 To $24.00 Hourly

At Open Bank , we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees.

We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness!

Join our TEAM - T ogether E veryone A chieves M ore

Job Title: Universal Banker II

We are looking for a Universal Banker IIto join our Wilshire Branch team at Open Bank! The Universal Banker II will be responsible for conducting client and bank transactions with accuracy, speed, efficiency, and professionalism standards. Responsible for consistently providing excellent client service and to cross-sell bank products and services and to generate referrals as appropriate. Employees in this position may be progressively cross-trained in new account processes as deemed appropriate by the Service Manager and in conjunction with the sales and service needs of the branch

Key Responsibilities:

• Provides exceptional service in handling clients in person or on the telephone.
• Maintains a cash drawer, balances, and audits the cash drawer according to policy and schedule.
• Opens, closes, and renews all types of savings, certificate of deposit and checks products quickly and accurately.
• policy and schedule.
• Processes Reject, Overdraft (OD), Non-Post, Stop and HOLD items.
• Review & perform callback on various reports and items.
• Communicates with customers and mails out notices for NSF, OD, and Return Items.
• Research deposit accounts such as Account Statement Printing & Image Printing.
• Scan New Account Documents for review and callback.
• Processes Outgoing wire and keyboard item input and complete next day review.
• Assist with Safe Deposit Box access to clients as well as assist in opening new deposit boxes.
• Process Mail and Courier deposit, Messenger Service Deposit, Mobile & Remote Deposit, review, and submit.

Requirements/Qualifications:

• Minimum two years of experience as an operation specialist in a bank operation required.
• Retail sales and service experience, including cash handling, a plus.
• Working knowledge of computers, related business programs and online banking systems.

Employee Benefits & Perks

• Medical, Dental, & Vision : Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
• Life, Accidental Death & Dismemberment, & Long-Term Disability : Open Bank pays 100% of the cost.
• Flexible Spending Account (FSA) : Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
• 401(k) Retirement Savings Plan : Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
• Paid Time Off (PTO) : Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
• Employee Assistance Program (EAP) : The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
• Company Paid Lunch: Open Bank provides company paid lunch twice a week.