Universal Banker at West Coast Community Bank

Monterey, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

29.0

Posted On

09 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, New Account Opening, Data Input, Verification, Cross-selling, Bank Operations, Regulatory Compliance, Safety Protocols, Cash Controls, Transaction Processing, Organizational Skills, Multi-tasking, Communication, Cash Handling, Computer Skills, Client Service Skills

Industry

Banking

Description

Description Who We Are & What We Do: If you’re looking for an exciting career opportunity, you’re in the right place. West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We engage in impactful volunteering and support the greater economic vitality within our four-county reach. Our success is due to our amazing team of exceptional, experienced, knowledgeable and success-oriented employees. We’ve been recognized with numerous community leadership awards and our team gives 2000+ hours of volunteer service each year. A few honors we’ve received locally include: Good Times Best of Santa Cruz – Best Bank, 12 consecutive years Santa Cruz Sentinel Readers’ Choice – #1 Best Bank, 9 years Santa Cruz County Chamber of Commerce – Business of the Year 2018 and 2021 Press Banner’s Best of Scotts Valley – Best Bank Register Pajaronian’s Best of Pajaro Valley – Best Bank Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award ABOUT THE ROLE: As a Universal Banker, you'll assist clients and potential clients by opening a variety of new accounts including checking, savings, IRA, CD and others. Collect required information from new account customers and complete account set up process including data input, verifying references, and documentation. Provide information and answer questions regarding bank products and services. Make referrals as appropriate to cross-sell a variety of bank services. The UB possesses a thorough knowledge and understanding of all Bank operations and processes client transactions according to Bank's policies and procedures. Performs all required job duties in accordance with the Bank’s regulatory standards. As the first line of defense against risk exposure, you'll ensure all safety and security protocols are followed: to include cash controls dual control, transaction processing and approvals. WHAT YOU BRING: Incumbent must be able to perform all the essential duties of the position satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent. Previous experience working with the public in a client service role is required. 3-5 years working in bank branch operations. Prior new accounts experience is preferred. Strong organizational skills Ability to multi-task Excellent communication skills, both written and verbal Strong cash handling skills Strong computer/technical skills Ability to lift up to 25 lbs Ability to sit/stand for long periods New Accounts Origination Knowledge of business entity documents Excellent client service skills Reliable, dependable and regular attendance is essential Knowledge of Reg. E, Reg. CC and BSA/AML BENEFITS: Medical, dental, and vision plans Vacation, sick leave, paid Holidays Paid volunteer time Employer paid life insurance 401(k) with employer matching Ongoing training, professional development and career advancement opportunities Physical Demands: The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard. Specific vision abilities required by this job include close vision requirements due to computer work. Light to moderate lifting may be required. Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate. Travel between company locations as needed. Work Environment The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic). Ability to work in a confined area. Ability to sit or stand at a computer terminal for an extended period.

Responsibilities

The Universal Banker will assist clients by opening various new accounts such as checking, savings, IRA, and CD, collecting required information, and completing the setup process. This role also involves providing information on bank products, making referrals for cross-selling, and ensuring all transactions adhere to bank policies and regulatory standards.