Top 9 Universal banker Jobs in Irvine, Ca

Senior Universal Banker (Bilingual Chinese Preferred)
EverTrust Bank —Cerritos, CA
- From $24.04 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Part Time Universal Banker (20 Hours), Anaheim Euclid Branch
Citi —Anaheim, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
12d
Part- Time Universal Banker (20 Hours), Anaheim Hills Branch
Citi —Anaheim Hills, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Head Universal Banker, Irvine Branch
Citi —Irvine, CA
- $53,670 - $70,030 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Paid holidays
- Disability insurance
6d
Part Time Universal Banker (20 Hours), Cypress Branch
Citi —Cypress, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Bank Sales & Service Representative (Universal Banker)
First Citizens Bank —Newport Beach, CA
- $20.51 - $27.75 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER
Universal Bank —West Covina, CA
- $22 - $26 an hour
- Email
- Spanish
- Basic math
- English
Universal Banker
Bank of Hope —Buena Park, CA
- $19.50 - $21.64 an hour
- Full-time
- Writing skills
- English
- Office
Quick Apply

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Part Time Universal Banker (20 Hours), Anaheim Euclid Branch
Citi —Anaheim, CA
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its…
$22.84 - $29.80 an hour
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Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders…
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Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis. A high school diploma or equivalent.
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Senior Universal Banker (Bilingual Chinese Preferred)

EverTrust Bank -
Cerritos, CA

Quick Apply

Job Details

Full-time
From $24.04 an hour

Qualifications

Microsoft Excel
Microsoft Outlook
Balancing cash drawers
High school diploma or GED
Decision making
Industry knowledge of financial regulations

Full Job Description

Position Overview

EverTrust Bank is looking for a Senior Universal Banker to drive sales, deliver excellent customer service, support daily branch operations, and provide leadership to the team. This role focuses on building client relationships, identifying financial solutions, processing transactions, and ensuring compliance with bank policies and regulations, while also coaching team members and supporting branch management.

Essential Duties and Responsibilities

Demonstrates superior sales techniques to uncover customer needs and match the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
Demonstrate operational excellence by helping the branch to achieve satisfactory risk assessments and audits.
Provides a variety of transactions for customers, including typical consumer transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, etc. while seeking opportunities to develop customer relationships and identify sales opportunities; utilize basic sales techniques to deepen existing customer/prospect relationships.
Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or banking center events.
Proficient in products and services offered by EverTrust Bank and able to utilize knowledge to identify other cross-selling opportunities and to refer existing customers and prospects to Business Banking, Cash Management, Residential Mortgages and/or other E-Banking products.
Participates in other marketing initiatives.
Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing/Administration to Operations Administration to resolve issues pertaining to ATM, Card issuance, Reconcilement, Potential Fraud or other customer problems.
Maintains compliance with Federal and State regulations as well as adhere to Bank's policies and procedures at all times. Meeting and/or exceed branch evaluation requirements.
Provides flexibility of coverage at other branches as needed.
Demonstrate leadership behaviors including but not limited to coaching other Universal Bankers.
Provide support to Branch Manager and Customer Service Manager in the day-to-day operations and leadership of the branch operations; owning the customer and banker experience by helping to resolve issues; effectively handle escalated customer issues; proactively offering to help the team and customers; brainstorm on solutions.
Other duties as required.

Qualifications

Education: High School Diploma or GED Required associate or bachelor’s degree preferred.
Experience: 3+ years of financial services or banking and/or supervisor experience or 1+ years of experience as a Universal Banker.
Possesses strong sales, interpersonal, organizational, and time management skills.
Previous cash handling and customer contact experience is required.
Proficiency in Microsoft Office (OUTLOOK, EXCEL, and WORD) is required.
Strong knowledge of small business, mortgages, and lending service a plus.

Job Skills/Knowledge:

Must have working knowledge with Operational Regulations such as, but not limited to CC, D, DD, and E
Self-motivated and demonstrated success achieving sales
Passion for customer service and helping people
Ability, motivation and preference to succeed in a goal-driven environment
Superior customer relationship building
Demonstrated Ability to maintain and balance a cash drawer
Success in making outreach calls to consumer or business customers and/or prospects
Decision-maker with excellent interpersonal skills
Strong commitment to personal growth, learning and success.
Demonstrated ability to interact with customers, partners, vendors and team members in a professional and personable manner
Detailed oriented and ability to follow and enforce established policies and procedures
Leadership and coaching ability

PHYSICAL DEMANDS/WORKING CONDITIONS

Ability and desire to travel to multiple branch locations from designated home base as required.
Typical office environment / working conditions. Ability to lift and carry up to 25 pounds.
May require working in a standing position for continuous periods of time.

EverTrust Bank is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Job Type: Full-time

Pay: From $24.04 per hour

Application Question(s):

Will you now or in the future require the company to sponsor your employment authorization (e.g. H1-B, TN, E-3, or other employer-sponsored status)?
What is your expected compensation range? Please specify.
Do you speak any languages other than English? If yes, please list the language(s) and indicate your proficiency level in speaking, reading, and writing.
Are you available to work onsite at our designated location (11458 South St.

Cerritos, CA 90703), Monday through Friday from 8:45 AM to 5:30 PM?

Experience:

Banking (Retail Branch) : 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

universal banker jobs in irvine, ca

Senior Universal Banker (Bilingual Chinese Preferred)

Part Time Universal Banker (20 Hours), Anaheim Euclid Branch

Part- Time Universal Banker (20 Hours), Anaheim Hills Branch

Head Universal Banker, Irvine Branch

Part Time Universal Banker (20 Hours), Cypress Branch

Bank Sales & Service Representative (Universal Banker)

SENIOR UNIVERSAL BANKER / NEW ACCOUNTS - FLOATER

Universal Banker

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