Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Banker

Self-Help

Job Description:

WHO We Are:


Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we're committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we've constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.


We are seeking a Universal Banker to join our San Diego, CA team!


WHAT You'll Do:


CONSUMER LENDING

  • Manage the entire consumer loan process from initiation through closing, including interviewing loan applicants, determining loan eligibility, reviewing applications for accuracy, and providing timely and accurate disclosures while operating with moderate credit authority and complying with the credit union's lending policies.
MEMBER SERVICING
  • Greet and welcome members and visitors to the credit union in a friendly and professional manner.
  • Provide prompt, efficient and accurate service.
  • Open consumer and business accounts according to credit union policies.
  • Promote credit union products and services based on member's needs.
  • Perform account transactions and maintenance as authorized, including processing share deposit payments, loan payments, CD transactions, lines of credit advances, and account transfers; disbursing cash and check withdrawals, counting cash and performing reconciliations; adding joint owners, completing address changes and competing any other necessary teller functions.
CASH HANDLING AND BALANCING
  • Open, close, and balance the cash drawer daily. Maintain drawer cash levels within prescribed amounts. Handle Vault Teller responsibilities, managing, balancing, and balancing cash flow in and out of the vault. Balance ATM daily. (Part of dual control team.)
WHAT You'll Need:
  • Spanish Fluency, verbal and written preferred
  • Three (3) to five (5) years of experience in banking or exposure to Consumer Lending
  • Ability to form and maintain strong relationships with internal and external
  • May be required to travel to cover other branches
  • High school diploma or equivalent

If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all - THIS is the place for you!


Hourly Range: $26.25 - $29.66 - $35.62

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.


Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer:

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Universal Banker in San Diego, CA vacancy
  • Overview The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to... 
    Suggested
    Hourly pay
    Part time

    Citi

    Chula Vista, CA
    5 days ago
  • $40.5k - $67.5k

     ...to contribute to the company’s success. As a Full Time Regional Banker/Teller within PNC's Branch Banking organization, you will be...  ...Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    San Diego, CA
    3 days ago
  • Senior Universal Banker Job Type: Full-Time Join Our Team as a Senior Universal Banker! We are looking for a Senior Universal Banker who is passionate about delivering exceptional customer service, driving business growth, and excelling in branch operations. This role... 
    Suggested
    Full time
    Local area
    Remote work

    Dexian

    San Diego, CA
    2 days ago
  • $56k - $58k

     ...message the job poster from Dexian Senior Technical Recruiter @ Dexian | Full Recruitment Lifecycle Management Enthusiast Senior Universal Banker III Duration: Full time permanent Location: Various Locations across California Salary Range: 56k - 58k annually Job... 
    Suggested
    Permanent employment
    Full time
    Internship

    Dexian

    San Diego, CA
    2 days ago
  • $94k - $141k

     ...Commercial and Business Sales, WealthCompany: CitiThe Business Banker is responsible for proactively sourcing, acquiring, expanding,...  ...regulations and Citi policies and proceduresEducation: Bachelor's/University degree or equivalent experience--------------------------------... 
    Suggested
    Full time

    Citigroup

    San Diego, CA
    3 days ago
  • $41.71k - $50.5k

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with ...
    Contract work
    Part time
    Local area
    Day shift

    BMO Financial Group

    San Diego, CA
    5 days ago
  • Senior New Accounts/Csr III The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial...
    Work at office
    Local area

    Poppy Bank

    La Mesa, CA
    5 days ago
  • $23 - $28 per hour

     ...Sr. New Accounts/Csr/Banker We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Sr. NEW ACCOUNTS/CSR/BANKER opportunity with a nationally recognized Bank, a 5-star rated financial... 
    Temporary work

    Workway

    La Mesa, CA
    1 day ago
  • $22.05 - $28.6 per hour

     ...Senior New Accounts/CSR/Banker We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an exciting opportunity for a Senior New Accounts/CSR/Banker with one of the nation's top-performing... 
    Hourly pay

    Workway

    La Jolla, CA
    4 days ago
  • $20 per hour

     ...Banner Bank Banker More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in... 

    Banner Bank

    El Cajon, CA
    3 days ago
  • $20 per hour

    In this role you’ll Process client transactions accurately and efficiently while following established policies and procedures. Provide an excellent experience for clients and act as the face of the Bank. Assist clients in achieving financial goals by referring Bank products...

    Banner Bank

    El Cajon, CA
    4 days ago
  • $112.6k - $200k

    About the Role:Commercial Relationship Manager develops, advises, manages, and retains client relationships. They also solicit new business relationships with a focus on the profitability of those relationships. This is a sales- and solutions-focused position. Business ...
    Full time
    Work experience placement

    Columbia Bank

    San Diego, CA
    2 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity... 
    Part time

    JPMorgan Chase

    El Cajon, CA
    1 day ago
  • $100k

     ...in San Diego, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in San Diego , California. Applicants without a real estate license are invited to apply . Youneed a license to become a real... 
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    San Diego, CA
    3 days ago
  • $100k

     ...Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. Youneed a license to become a real estate agent before being... 
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    San Diego, CA
    1 day ago
  • Bank of America is seeking a Client Associate to greet financial center clients, uncover personal banking needs, and connect them with specialists for tailored solutions. You will deepen relationships through platform services and support clients with self‑service or transactional...

    Bank of America

    El Cajon, CA
    2 days ago
  • Engage clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently process cash transactions for clients Build relationships with clients to meet financial needs Drive the client experience by managing...

    Jobtailor

    San Diego, CA
    3 days ago
  •  ...Relationship Banker - San Diego South San Ysidro, California;Chula Vista, California; Chula Vista, California; San Diego, California; Chula Vista, California; El Centro, California; Bonita, California; San Diego, California; National City, California **To proceed with... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bonita, CA
    2 days ago
  •  ...Relationship Banker (SAFE)Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including... 
    Temporary work
    Work experience placement
    Second job
    Immediate start

    Wells Fargo

    La Mesa, CA
    4 days ago
  • $41.71k - $69k

    Join us in building something new. This Bank Manager requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking for individuals who bring creativity...
    Local area
    Immediate start
    Day shift

    BMO U.S.

    San Diego, CA
    2 days ago
  • $22 - $29 per hour

     ...Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Downtown San Diego Branch. If you are... 
    Hourly pay
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    San Diego, CA
    4 days ago
  • Bank of America is seeking a motivated professional for client engagement in Lemon Grove, California. This role involves assisting clients with transactions through self-service resources and cultivating relationships to meet their financial goals. Ideal candidates will...

    Bank of America

    Lemon Grove, CA
    2 days ago
  • $127.63k - $237.01k

     ...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit... 
    Remote work

    City National Bank

    La Jolla, CA
    2 days ago
  • $132.5k - $205k

     ...Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Private Banker at our San Diego, CA Location . The salary range for this position is $132,500 to $205,000, depending on knowledge, skills... 
    Full time
    Flexible hours

    Sunflower Bank, N.A.

    San Diego, CA
    1 day ago
  • $20 - $26 per hour

    Job Title Delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Engages customers to probe and understand their financial needs and present products, services and mobile options that align with those ...
    Hourly pay
    Full time

    State Bank of India (California)

    San Diego, CA
    2 days ago
  • $260k - $365k

    A leading law firm in San Diego seeks an Associate for their Capital Markets (Securities) practice. The ideal candidate will have 3-5 years of experience in public securities offerings, including IPOs. Responsibilities include managing client relationships, and representing...
    Full time

    Cooley

    San Diego, CA
    2 days ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled... 
    Hourly pay
    Work experience placement
    Flexible hours

    Wells Fargo

    San Diego, CA
    18 hours ago
  •  ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use... 
    Temporary work
    Work experience placement
    Local area

    Chase

    San Diego, CA
    3 days ago
  • $50 per hour

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...
    Full time
    Local area
    Remote work
    Flexible hours
    Shift work
    3 days per week

    US Bank

    San Diego, CA
    3 days ago
  • $22 - $26 per hour

     ...Personal Banker The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs,... 
    Immediate start

    Columbia Bank

    San Diego, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!