Universal Banker
$56,160–$65,520,000 year
On-siteScotts Valley, California, United States
Job Summary
Open and service consumer and business accounts, including checking, savings, IRA, and CD products, while collecting required information and completing the account setup process. Perform full range of teller functions such as deposits, withdrawals, and account maintenance, accurately handling cash within established limits. Review business entity documentation and ensure all transactions comply with regulatory standards including Reg E, Reg CC, and BSA/AML. Follow established security, audit, and operational procedures as the first line of defense against risk exposure. Provide client service by identifying needs and offering appropriate bank products and services.
Required Qualifications
- High school diploma or equivalent
- Previous experience working with the public in a client service role
- 3-5 years working in bank branch operations
- Reliable, dependable and regular attendance
- Strong organizational skills
- Ability to multi-task
- Excellent communication skills, both written and verbal
- Strong cash handling skills
- Strong computer/technical skills
- Knowledge of business entity documents
- Knowledge of Reg. E, Reg. CC and BSA/AML
- Regular, predictable attendance
- occasional evening and weekend work
- Travel between company locations as needed
Desired Qualifications
- Prior new accounts experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.