Utility Universal Banker

b1BANK; Pasadena (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

b1BANK in Pasadena seeks a Customer Service Representative to provide high quality service, handle transactions and open new accounts while developing customer relationships. You will act as a trusted contact across branches and help meet sales goals.

The role requires strong communication, a customer-first mindset, and compliance with banking regulations. Experience in teller or personal banking is preferred.

Qualifications

• Customer service skills with strong verbal and written communication.
• Ability to build relationships and work collaboratively.
• Problem solving abilities in a banking center environment.
• Knowledge of basic banking products and services for referrals.

Responsibilities

• Serve as the first point of contact for customers and meet their financial service needs.
• Process transactions and assist with new account openings and referrals.
• Support sales campaigns and contribute to achievement of branch goals.
• Assist banking center management with day-to-day operations and inquiries.

Skills

Customer service

Verbal communication

Written communication

Relationship building

Teamwork

Problem solving

Education

High School Diploma or GED

Job description

Summary

Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. The position includes working at multiple locations as needed.

Specific Job Duties

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
• Responsible for a broad range of basic to moderate activities in the banking center including:
• transaction processing
• new account sales
• customer servicing
• referral generation.
• Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions.
• Assists the banking center management with day-to-day transactions, including but not limited to:
• approving transactions
• preparing reports
• researching and resolving issues as well as responding to all customer inquiries
• Complies with Bank policy and follows procedures to include state and federal banking regulations.
• Maintains knowledge of all internal security policies and procedures.
• Maintains client confidentiality and ensures top level client service in handling all transactions professionally.

Job Requirements

• High School Diploma or GED
• Years of functional/professional experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service.
• Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments
• Excellent customer service skills that include above average verbal and written communication
• Relationship building, collaboration and teamwork
• Problem solving skills
• Teller and systems training and new account opening

Equal Opportunity Employer/Veterans/Disabled