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Universal Banker
•6 days ago
| Estimated Pay | $68 per hour |
|---|---|
| Hours | Full-time, Part-time |
| Location | Costa Mesa, California |
About this job
Job Description
Job Description
Good day,
My name is Jose Jimenez! Im a recruiter with AppleOne, an award winning staffing company. We are currently looking for talent as an Universal Banker in Costa Mesa, CA
If you are interested, or you know of anyone in the job market, Id love to connect and discuss the position details further with you.
Full time - Perm
Description
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority.
Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Essential Duties and Responsibilities include the following:
New Accounts/Sales Activities
• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
• Maintains thorough knowledge of bank products and services
Branch Operations Activities
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in in FSP
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Service Activities
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Qualifications
• A minimum of 2 years banking teller experience is required
• Experience with opening consumer accounts and basic business accounts is required
• Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs
#1143
AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Company DescriptionMy name is Jose Jimenez! Im a recruiter with AppleOne, an award winning staffing company. We are currently looking for talent as an Universal Banker in Costa Mesa, CA
If you are interested, or you know of anyone in the job market, Id love to connect and discuss the position details further with you.
Full time - Perm
Description
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority.
Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Essential Duties and Responsibilities include the following:
New Accounts/Sales Activities
• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
• Maintains thorough knowledge of bank products and services
Branch Operations Activities
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in in FSP
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Service Activities
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Qualifications
• A minimum of 2 years banking teller experience is required
• Experience with opening consumer accounts and basic business accounts is required
• Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs
#1143
AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Company Description
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.\r\n\r\nMrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.\r\n\r\nMrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.\r\n\r\nMrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
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