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Universal Banker 1, Gilroy, CA

Company: Mechanics Bank
Location: Gilroy
Posted on: September 23, 2019

Job Description:

Requisition Number
19-0312

Post Date
9/19/2019

Title
Universal Banker 1, Gilroy, CA

Part Time
No

City
Gilroy

State
CA

Description

Mechanics Bank is looking for a Full Time Universal Banker 1 for the Gilroy, CA Branch.

In this role, with general supervision, you will have the opportunity to independently processes the full range of client transactions accurately and according to established procedures. You will have the opportunity to learn how to open accounts, develop meaningful relationships with customers and how to troubleshoot complex transactions.

What you\'ll do...

* Provides comprehensive deposit services to individuals and basic deposit services to fiduciary and businesses in a Retail Office.

* Opens new deposit accounts, promoting those that best meet the customer s needs and recommending the next most likely products to customers. Assists customers with account maintenance, on-line banking, and other basic account issues.

* Performs a variety of operational functions, as required.

* Maintains compliance with established internal operational standards and Federal and State regulations to protect the interests of the Bank and its clients. Completes required compliance training in a timely manner.

* Assesses customer s needs, and makes appropriate referrals to internal and external business partners.

* Accepts loan applications from clients, provides basic information regarding required documentation, and forwards applications to the appropriate employee.

* Assists Branch Manager and Customer Service Manager with all aspects of customer service and operations including transactions, work flow, deadlines, audit, compliance, client inquiries, and team member requests.

* May lead and direct the activities of Customer Service Representatives and other Universal Bankers.

Requirements

Who you are...

* Knowledge of Bank deposit products and services. * Knowledge of Bank s standard loan products.

* The ability to analyze and apply the individual and small business banking needs with specific Bank services and products.

* Knowledge of retail office operations.

* A basic knowledge of alternative Bank services and products and vendor provided products.

* Excellent interpersonal skills and customer service.

* Skill in attention to detail and accuracy.

* Ability to persuade, including the value and benefits of using the Bank s services and products.

* Knowledge of fundamental applicable Federal and state banking regulations.

Certifications, Licensing, Education, Experience and Other Qualifications:

* May be required to secure a notary license.

Please note: This position may be filled at a lower level commensurate with experience.

* Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

Keywords: Mechanics Bank, Modesto , Universal Banker 1, Gilroy, CA, Other , Gilroy, California

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