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Universal Banker

Company: California Bank & Trust
Location: Oakland
Posted on: November 10, 2018

Job Description:

Universal Banker - Oakland ( Job Number: 043593 )

hours per week :
40
Description
California Bank and Trust, a leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, is currently seeking a Universal Banker to Perform Financial banking services for new and existing customers. California Bank & Trust prides itself on creating California---s best banking relationships and to do this we must continue to build a team of intelligent contributors who can add value to our clients--- businesses and build deep roots in the communities we serve.

Position Responsibilities:

  • Performs full service banking services to new and existing customers within the branch, with a primary focus on sales and service.
  • May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
  • Responsible to resolve customer service issues.
  • Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
  • Responsible for individual sales and referral goals and assist with meeting branch targets.
  • Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
  • Perform other related duties as assigned. Qualifications

    Qualifications:
    • High School diploma or equivalent and 1+ years--- experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
    • Previous experience in a financial sales representative oriented role preferred.
    • Basic knowledge of mathematical calculations and standard banking products, services and transactions.
    • Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
    • Proven customer service, interpersonal and communication skills, both verbal and written.
    • Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills.
    • Strong attention to detail and time management.
    • Proficient in basic computer skills. Benefits:
      Health/ Dental /Vision plan
      Competitive pay commensurate with experience
      Promotional Opportunities
      Stable Employer
      0
      Work Locations
      California-Oakland-OAK - Oakland Office
      Retail Banking Other
      Oct 30, 2018

      Keywords: California Bank & Trust, Oakland , Universal Banker, Other , Oakland, California

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