Jobs
>
Los Angeles

    Universal Banker I - Los Angeles, United States - First Foundation Bank

    First Foundation Bank
    First Foundation Bank Los Angeles, United States

    2 weeks ago

    Default job background
    Description
    Job Description

    Job Description


    Summary:


    This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence.

    The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services.

    Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner.


    Salary Range:


    The salary range budgeted for this position is $32,600/yr to $38,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting.

    The actual compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

    The Company also offers a full range of benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days.
    Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we are unable to sponsor or take over the sponsorship of an Employment Visa.

    Duties and Responsibilities:
    Working knowledge and understanding of all bank products and services
    Supports the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
    Generates new business to assist in meeting established production and profitability goals of the branch

    Needs-Based Selling:
    Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client's financial needs
    Prepares and compiles new account applications and required information to open new accounts for both business and consumer prospects/clients
    Refers client opportunities to internal and external sales partners to meet client financial needs
    Provides ongoing relationship servicing with existing clients
    Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism
    Responds to clients' inquiries and requests regarding accounts
    Process routine to complex client transactions. i.e., deposits, transfers, wires, check cashing, etc.
    Regular and consistent attendance required
    Perform other duties as assigned

    Qualifications:
    To perform this job successfully, an individual must be able to perform each essential duty 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 essential functions.

    Education and/or Experience:
    High School diploma or equivalent required; Associate/Bachelor's degree preferred
    Minimum of 1 to 2 years of financial services or equivalent sales/service experience required

    Skills:
    Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
    General Mathematics and Accounting
    Must be able to assess any given situation, make decisions, and bring to a successful resolution
    Must be experienced in the effective use of one or more core banking deposits and new account software
    Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc.

    Approximate Time Allocation:
    25% = Risk Management, Operations, Compliance, Training, Meetings, etc.
    75% = Client Service/Sales, Lobby Management

    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 essential functions.

    While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods.

    The employee must occasionally lift and/or move up to 25 pounds.

    Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

    First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

    #J-18808-Ljbffr
  • Bank of Hope

    Universal Banker

    2 weeks ago

    Bank of Hope Los Angeles, United States

    Rotates and splits time between the teller line and platform to control the flow of traffic during peak times depending on where help is most needed. · - Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening b ...

  • Open Bank

    Universal Banker Iii

    2 weeks ago

    Open Bank Los Angeles, United States

    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 ...

  • Citi

    Part Time Universal Banker

    2 weeks ago

    Citi Los Angeles, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Workway

    Universal Banker

    1 week ago

    Workway Los Angeles, United States

    Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist jo ...

  • Bank of Hope

    Universal Banker

    2 weeks ago

    Bank of Hope Los Angeles, United States

    Rotates and splits time between the teller line and platform to control the flow of traffic during peak times depending on where help is most needed. · Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening bas ...

  • Thornton Tomasetti

    Universal Banker

    2 weeks ago

    Thornton Tomasetti Los Angeles, United States

    Essential Job Responsibilities and Duties · •Greet and register new plasma donors into the donor management computer system · •Conduct screening procedures to include taking blood pressure, pulse, temperature, weight, and arm checks · •Perform finger sticks to test donors for hem ...

  • Thornton Tomasetti

    Universal Banker

    1 week ago

    Thornton Tomasetti Los Angeles, United States

    Essential Job Responsibilities and Duties · •Greet and register new plasma donors into the donor management computer system · •Conduct screening procedures to include taking blood pressure, pulse, temperature, weight, and arm checks · •Perform finger sticks to test donors for hem ...

  • Open Bank

    Universal Banker III

    2 weeks ago

    Open Bank Los Angeles, United States

    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 ...

  • Open Bank

    Universal Banker III

    1 week ago

    Open Bank Los Angeles, United States

    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 ...

  • Open Bank

    Universal Banker III

    1 week ago

    Open Bank Los Angeles, United States

    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 ...

  • First Federal Bank of Louisiana

    Universal Banker I

    2 weeks ago

    First Federal Bank of Louisiana Los Angeles, United States

    Job Description · Job Description · First Federal Bank of Louisiana is currently seeking a Universal Banker at the Westlake Office in Westlake, LA. · About Us · First Federal Bank of Louisiana is a full-service, locally owned, community bank that has helped build the communitie ...

  • Citigroup Inc

    Head Universal Banker

    1 week ago

    Citigroup Inc Los Angeles, United States

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, rep ...

  • Citigroup Inc

    Head Universal Banker

    3 weeks ago

    Citigroup Inc Los Angeles, United States

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, rep ...

  • First Foundation Bank

    Universal Banker I

    1 week ago

    First Foundation Bank Los Angeles, United States

    Job Description · Job Description · Summary: · This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effec ...

  • Citigroup Inc

    Head Universal Banker

    2 weeks ago

    Citigroup Inc Los Angeles, United States

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, rep ...

  • Citi

    Part Time Universal Banker

    2 weeks ago

    Citi Pasadena, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Workway

    Universal Banker

    1 week ago

    Workway Pasadena, United States

    Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist jo ...

  • Citi

    Part Time Universal Banker

    2 weeks ago

    Citi Arcadia, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Citi

    Part Time Universal Banker

    2 weeks ago

    Citi Torrance, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Citi

    Part Time Universal Banker

    2 weeks ago

    Citi Northridge, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...