Universal Banker Iii - Los Angeles, United States - Open Bank

Open Bank

Verified Company

Los Angeles, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Universal Banker III is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types.

Excellence in product knowledge and sales and service skills is essential. Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.

Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg.

D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act.

In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service.

KNOWLEDGE, SKILLS, ABILITIES REQUIRED

Communication Skills:

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.

Computer Skills:

Reasoning Skills:

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.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Be able to handle large amounts of cash.