Universal Banker II: Service, Cross-Sell & Growth

Open Bank; Santa Monica (CA); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Life & AD&D

Long-Term Disability

401(k) Retirement Savings Plan

Paid Time Off

Employee Assistance Program

Company Paid Lunch

Job summary

Open Bank is seeking a Universal Banker II at its Wilshire Branch in Los Angeles to handle client transactions with accuracy and speed while delivering outstanding service. The role emphasizes cross-selling bank products, generating referrals, and maintaining branch operations with a customer-first approach.

The Universal Banker II will be trained across account opening processes, customer interactions, and sales support to meet branch goals and service standards.

Qualifications

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

Bank operations

Cash handling

Retail sales

Online banking

Computers

Tools

Online banking systems

Job description

Open Bank is seeking a Universal Banker II at its Wilshire Branch in Los Angeles to handle client transactions with accuracy and speed while delivering outstanding service. The role emphasizes cross-selling bank products, generating referrals, and maintaining branch operations with a customer-first approach.

The Universal Banker II will be trained across account opening processes, customer interactions, and sales support to meet branch goals and service standards.