We are looking for a customer-focused Universal Banker to join our team in California in a contract-to-permanent capacity. This role blends relationship-building, transaction support, and new account expertise to help clients with everyday banking needs while identifying opportunities for additional financial solutions. The ideal candidate brings strong service instincts, confidence handling cash and account activity, and the ability to create a detail-oriented, welcoming branch experience.
Responsibilities:
- Build relationships with clients by understanding their banking needs and recommending suitable products and services.
- Open new accounts and support account maintenance with accuracy, attention to detail, and attention to compliance requirements.
- Process routine financial transactions, including deposits, withdrawals, and payments, while balancing a cash drawer responsibly.
- Engage clients in the branch and lobby to provide guidance on digital banking tools and self-service options.
- Recognize opportunities for cross-functional referrals and connect clients with the appropriate banking partners when needed.
- Resolve service questions and address client concerns in a calm, solutions-oriented manner that supports satisfaction and retention.
- Follow branch procedures, security protocols, and risk controls to protect client information and ensure proper operations.
- Contribute to daily branch activities and assist with additional operational or service-related tasks as assigned.
- Previous experience as a Universal Banker, Personal Banker, or in a similar retail banking role.
- Hands-on experience opening new accounts and supporting general banking services.
- Strong customer service skills with the ability to build trust and communicate clearly with clients.
- Experience handling cash transactions accurately in a fast-paced environment.
- Working knowledge of banking policies, operational procedures, and confidentiality standards.
- Ability to identify client needs and make appropriate product or partner referrals.
- Positive attitude, strong listening skills, and the ability to work effectively as part of a team.