Universal Banker

Universal Banker
Full-time
Mission Viejo, CA

Description

• The Universal Banker 1 is self-directed and has a high level of attention to detail and accuracy, knows what it takes to make a great impression with clients, is energetic and eager to provide excellent service.
• High touch service is provided to the client by phone and in-person to business clients, their staff and business owners with personal account needs.
• Opens new deposit accounts, has an understanding of business entity documentation and provides services to clients.
• Primary contact for operational and transaction activities including accepting and processing deposits, processing branch mail, cashing checks, processing withdrawals and accepting loan payments.
• Works with Branch Staff and Client Advisors to open new accounts, discuss bank’s deposit products and treasury services, and prepare documents for high value clients.
• Responsible for performing back office processing activities with efficiency in fast paced environment.

Primary Duties & Responsibilities

• Open and close the branch
• Maintain client deposit accounts and support existing client relationships
• Open new deposit accounts and establish treasury services
• Handle requests in-person, by email, and/or over the phone
• Assist clients with treasury services (online banking) access issues and basic product user
• Process wire transfers, and other bank office functions such as branch certifications, daily checklists, and report reviews
• Provide expertise to clients in identifying appropriate products, set up new products, services, online access, treasury management services, etc.
• Clerical work regarding preparation/retention of files

Minimum Requirements

Knowledge of compliance laws including:

• Commitment in enforcing and monitoring OFAC /BSA /Patriot Act.
• Regulations: Reg. D / Reg. DD / Reg. E / Reg. G / Reg. J / Reg. H / Reg. P / Reg. Q / Reg. AA / Reg. BB / Reg. CC.

Basic Qualifications

High School graduate with at least one year of banking experience as a teller and new accounts.

Knowledge of bookkeeping, account reconciliations, statement preparation, treasury services, and account analysis.

Comfortable level with IT systems, computer desktop applications, and experience with Microsoft Windows, Microsoft Office with solid knowledge of Word, Excel, and E-Mail programs.

If you have an interest in becoming a part of the Partners Bank of California team, please send us your resume and qualifications via email to: careers@pbofca.com. 

Work Conditions

Tasks performed will include time spent sitting, standing, walking, reaching, lifting, repetitive duties and motions. Will involve the use of a Personal Computer (PC) programs and other modern office equipment.

Important Notice

This position description is not an exclusive or exhaustive list of all the job functions that an employee in this position may be asked to perform from time to time. This document does not create an employment contact, expressed, implied, or otherwise, and does not alter the “at will” employment relationship of the employer and employee.

All qualified applicants for employment at Partners Bank of California will receive consideration for employment without regard to race, religion, color, sex, pregnancy, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws.

Partners Bank of California is an Equal Opportunity Employer.