Universal Banker I

Universal Banker I

At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees. We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness!

Join our TEAM - Together Everyone Achieves More

We are looking for Universal Banker I to join our Santa Clara Office branch team. The Universal Banker I will be responsible for conducting client and bank transactions with accuracy, speed, efficiency, and professionalism standards. Responsible for consistently providing excellent client service and to cross-sell bank products and services and to generate referrals as appropriate. Employees in this position may be progressively cross-trained in new account processes as deemed appropriate and in conjunction with the sales and service needs of the branch.

Key Responsibilities:

• Provides exceptional service in handling clients in-person or on the telephone.
• Performs teller or new accounts or client service functions when needed.
• Processes deposits, withdrawals, check cash and other transactions.
• Assist with posting transactions over authority limits or exceptionally complex transactions.
• Responsible for loss prevention in the processing all transactions and duties.
• Issues cashier's checks and other negotiable items.
• Assist with opening new accounts and gathering customer information.
• Keep informed and compliant of policies, practices, regulations, and laws applicable to the job function.
• Input client information to the bank system for various transactions.
• Maintains a cash drawer and audits the cash drawer according to policy and schedule.

Requirements/Qualifications:

• Minimum one year of experience in bank operations preferred, but not required.
• Cash handling experience in a bank or retail setting preferred.
• Ability to follow precise directions and learn banking equipment and software quickly.
• Present a professional image in dealing with clients, interdepartmental, and external representatives.
• Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
• Ability to respond effectively to the most sensitive inquiries or client complaints.
• Bilingual in English and Korean is preferred.

Employee Benefits & Perks

• Medical, Dental, & Vision : Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
• Life, Accidental Death & Dismemberment, & Long-Term Disability : Open Bank pays 100% of the cost.
• Flexible Spending Account (FSA) : Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
• 401(k) Retirement Savings Plan : Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
• Paid Time Off (PTO) : Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
• Employee Assistance Program (EAP) : The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
• Company Paid Lunch : Open Bank provides company paid lunch twice a week.