Universal Banker III

Open Bank; Los Angeles, California (CA, MO); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

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 III to join the Wilshire Office and deliver exceptional customer service while offering a wide range of banking solutions. You will manage customer relationships, understand financial needs, and provide tailored banking products to enhance the customer experience.

The role involves processing transactions, opening new accounts, and resolving inquiries efficiently, with a focus on growing the branch's profitability and maintaining long-term

Qualifications

• Minimum 3 years of experience in bank operations or related customer-facing roles.
• Strong customer service and sales orientation with ability to cross-sell.
• Proficient in using computers, software, and online banking platforms.
• Clear written and verbal communication with professional presentation.

Responsibilities

• Meet with customers to open savings, checking, and CD accounts based on needs.
• Cross-sell bank products and services to meet customer financial goals.
• Provide excellent service in person or over the phone and handle inquiries.
• Process deposits, withdrawals, and loan applications while ensuring accuracy.
• Open and maintain customer accounts in compliance with regulations.
• Collaborate with branch staff to achieve branch goals and customer satisfaction.

Skills

Customer service

Cash handling

Communication skills

Computer literacy

Tools

Core banking software

Online banking systems

Microsoft Office Suite

Job description

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 together E everyone A achieves M ore

Job Title: Universal Banker III

Department: Wilshire Office

We are looking for a Universal Banker III to join the Wilshire Office branch at Open Bank! The Universal Banker III will play a crucial role in delivering exceptional customer service while providing a wide range of banking solutions to clients. The Universal Banker III is responsible for managing customer relationships, understanding their financial needs, and offering tailored Bank products and services to enhance their banking experience. This position will also be tasked with processing transactions, opening new accounts, and resolving customer inquiries efficiently. By leveraging their expertise, they will contribute to the overall growth and profitability of the branch. Ultimately, this role aims to foster long-term relationships with customers, ensuring their financial goals are met through personalized banking solutions.

Key Responsibilities

• Meeting with customers and non-customers to open all types of savings, checking, and certificate of deposit accounts, based on discovery of the customer needs.
• Cross sell appropriate Bank products and services of all types.
• Excellence in product knowledge, sales, and service skills is essential.
• Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.
• Opens, closes, and renews all types of savings, certificate of deposit and checking products.
• Provides exceptional service in handling clients in person or on the telephone.
• Engage with customers to assess their banking needs and provide appropriate solutions.
• Process various banking transactions, including deposits, withdrawals, and loan applications.
• Open and maintain customer accounts, ensuring compliance with regulatory requirements.
• Resolve customer inquiries and issues promptly, providing a high level of service.
• Collaborate with branch staff to achieve branch goals and enhance customer satisfaction.

Requirements/Qualifications

• Minimum 3 years of experience as an operation specialist in bank operations required.
• Retail sales and service experience, including cash handling is a plus.
• Working knowledge of computers, related business programs and online banking systems.
• Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
• Ability to respond effectively to the most sensitive inquiries or client complaints.
• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.
• Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Be able to handle large amounts of cash.
• While performing the duties of this job, the employee is regularly required to sit, use hands and fingers to handle or feel; reach with hands and arms, and talk and hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

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.