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

Universal Banker II: Client Service & Cross-Sell Pro

Open Bank

Open Bank is seeking a Universal Banker II to join the Wilshire Branch, where you will handle client transactions with accuracy and professionalism while cross-selling bank products and services. You will be trained to support new account processes in line with branch needs and service standards. The role emphasizes exceptional client service, cash handling, and efficient processing of deposits, wires, and deposits while adhering to policy and maintaining security of cash and records. #J-18808-Ljbffr Open Bank

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Universal Banker II: Client Service & Cross-Sell Pro in Los Angeles, CA vacancy
  • Open Bank in Los Angeles is seeking a Universal Banker II for the Wilshire Branch. The role focuses on accurate client transactions, superior service, and cross-selling bank products to build referrals. Employees may be cross-trained in new account processes to support... 
    Suggested

    ADP, Inc.

    Los Angeles, CA
    10 hours ago
  •  ...new ideas and opportunities for our clients and employees. We celebrate innovation...  ...A chieves M ore Job Title: Universal Banker II Department: Wilshire Branch We...  ...providing excellent client service and to cross-sell bank products and services and to generate... 
    Suggested
    Full time
    Immediate start
    Remote work
    Flexible hours

    Open Bank

    Los Angeles, CA
    4 days ago
  • Cathay Bank is seeking a customer service-focused professional in Los Angeles to open new accounts, assist with banking transactions, and provide exceptional service. You will identify cross-sell opportunities, support operational tasks, and refer customers to appropriate... 
    Suggested
    Weekend work

    Cathay Bank in

    Los Angeles, CA
    19 hours ago
  • CEN is seeking a Teller II to process cash transactions promptly and accurately in a customer-focused environment. The role emphasizes cross-selling bank products while safeguarding assets and adhering to policies. You will balance the teller station and assist with vault... 
    Suggested

    cen.ai

    Los Angeles, CA
    19 hours ago
  • The Personal Banker SAFE Act role at Citigroup Inc. is an entry level...  ...sales, products and service activities with the customer service team to foster client relationships and loyalty, driving...  ...lending referrals under $250K, cross-selling treasury and related products,... 
    Suggested

    Citigroup Inc.

    Los Angeles, CA
    2 days ago
  •  ...seeking an entry-level Personal Banker in Santa Monica, CA, to assist in sales and service activities with the customer...  ...service team. The role aims to build client relationships and loyalty while...  ...small business loan referrals, cross-selling treasury products, growing... 
    Full time

    Citi

    Santa Monica, CA
    4 days ago
  •  ..., CA is seeking an entry-level Personal Banker to support sales and customer service initiatives in coordination with the customer...  ...requests, grow the small business client book, and deliver customer service while cross-selling relevant products. The role emphasizes compliance... 

    Citi

    Los Angeles, CA
    2 days ago
  • Supervise and manage the Service Line with processing a variety...  ...Assistant Branch Manager performing Universal Banker duties as needed....  ...with current and potential clients. ESSENTIAL DUTIES AND RESPONSIBILITES...  ...the customer and the Bank. Cross-sell and up-sell bank products... 
    Local area
    Flexible hours

    PATRIOT BANK, N.A.

    Beverly Hills, CA
    1 day ago
  •  ...in North Hollywood, CA is seeking an entry-level Universal Banker to assist in sales, products, and service activities with the customer service team. The role...  ...loyalty and increasing sales to individual consumer clients. The position is part-time, with a salary range... 
    Part time

    Citigroup Inc.

    Los Angeles, CA
    1 day ago
  •  ...is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with...  ...small business lending referrals, cross-sell treasury products, coach branch staff...  ...with individual consumer clients while complying with Citi policies... 

    Citigroup Inc.

    Los Angeles, CA
    2 days ago
  •  ...experienced, successful bankers and business...  ...counties. Our products, services, and solutions include...  ...real estate needs of our clients.   Why Genesis Bank?...  ...Responsibilities : The Universal Banker is responsible...  ...opportunities to cross-sell bank products and services... 
    Work at office
    Local area

    Genesis Bank

    Beverly Hills, CA
    25 days ago
  •  ...Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate...  ...or equivalent. ~2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or... 

    GBC International Bank

    Monterey Park, CA
    3 days ago
  • $19.71 - $26.44 per hour

     ...The Universal Banker is responsible for delivering exceptional customer service, building relationships, and supporting the branch’s sales and operational goals. This...  ...opportunities to deepen customer relationships by cross-selling or upselling additional products and services... 
    Hourly pay
    Full time
    Local area
    Night shift

    Bank-of-Hop

    Los Angeles, CA
    2 days ago
  •  ...performing a broad variety of member services. Answer member questions regarding Credit...  ...a variety of account maintenance. Cross sell credit union products and services. Assist...  ...One to three years of experience as a Universal Banker or similar or related experience.... 
    Work at office
    Flexible hours

    Priority-One-Credit-Union

    South Pasadena, CA
    2 days ago
  • Summary Provides high quality customer service by meeting the needs of customers in an...  ...Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to...  ...security policies and procedures. Maintains client confidentiality and ensures top level... 

    b1BANK

    Pasadena, CA
    2 days ago
  • Citi is seeking an Universal Banker in California to support customer interactions, assist in account opening, and drive sales within the branch. The role emphasizes strong service delivery and compliance with bank policies while building customer loyalty. The position... 
    Hourly pay
    Part time

    Citi

    Los Angeles, CA
    4 days ago
  • $21 - $23 per hour

     ...POSITION OVERVIEW EverTrust Bank is seeking a Universal Banker to deliver efficient, in-person customer service and build strong client relationships. This role processes...  ...interactions as an opportunity to educate and cross-sell customers on Bank’s products and services,... 
    Hourly pay
    Full time
    Work at office

    EverTrust Bank

    Alhambra, CA
    4 days ago
  • EverTrust Bank in Alhambra, CA is seeking a Junior Universal Banker / Trainee to be the front-line representative handling transactions...  ...BSA, CIP, CTR, and OFAC. The role emphasizes customer service, sales, cross-selling, and learning banking procedures in a structured... 
    Traineeship

    EverTrust Bank

    Alhambra, CA
    4 days ago
  • $22 - $27 per hour

    Universal Banker (Teller & Client Relationship Banker) #3541 About This Role In this role, you will create and deliver a positive...  ...financial needs, opening consumer deposit accounts, cross-selling bank products and services, generating referrals, and deepening existing... 
    Hourly pay
    For contractors
    Work at office
    Remote work

    First-Bank

    Los Angeles, CA
    4 days ago
  • Banking Specialist II This position, Banking Specialist II, may...  ...more training and skills to help clients with new accounts as well as...  ...Providing excellent client service by accurately and expeditiously...  ...closing. Increasing sales and cross-sell opportunities by participating... 
    Bank staff
    Immediate start
    Flexible hours

    First Bank

    Los Angeles, CA
    1 day ago
  • California Credit Union is looking for a Member Service Representative based in Los Angeles, responsible for providing exceptional service...  ..., maintaining cash drawers, and identifying opportunities for cross-selling Credit Union products. Candidates should have a background in... 

    California Credit Union

    Los Angeles, CA
    4 days ago
  •  ..., is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer...  ...increase loyalty, and grow sales by cross-selling treasury and related products while delivering an exceptional client experience. You will work with... 

    Citi

    Los Angeles, CA
    19 hours ago
  • Bank of Hope is seeking a Universal Banker in Gardena, CA to deliver exceptional service, build relationships, and support branch goals. The role combines teller...  ...financial solutions. You will assist customers, cross-sell products, and educate on digital banking options,... 

    Bank-of-Hop

    Gardena, CA
    4 days ago
  • Citigroup Inc. in Pasadena, CA seeks an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role...  ...customer loyalty and grow sales with individual clients. The position requires a Bachelor’s degree, NMLS registration... 

    Citigroup Inc.

    Pasadena, CA
    2 days ago
  • $22 - $27 per hour

    Regional Relationship Banker II (Project Management) People Drive Our Success GENERAL SUMMARY Travel to various branches...  .... Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate... 
    Full time
    Work experience placement
    Bank staff
    Flexible hours
    Shift work
    Weekend work

    Cathay Bank in

    Santa Monica, CA
    19 hours ago
  • Cathay Bank is seeking a Regional Relationship Banker II (Project Management) to support branches...  ...the Beverly Hills area, opening new accounts, cross-selling products, and guiding customers to the right bank services. You will travel to branch locations and handle... 

    Cathay Bank in

    Santa Monica, CA
    19 hours ago
  • $20 - $28 per hour

     ...where we live and work. The Sales and Service Representative is responsible for processing...  ...: Ability to support team by making client servicing calls, identifying client needs...  ...relationships with those on their team as well as cross-functional relationships Flexibility:... 
    Work at office
    Immediate start
    Shift work

    First Citizens Bank

    Pasadena, CA
    1 day ago
  • $26.25 - $30.43 per hour

     ...high-quality schools to grocery stores selling fresh food resources that support opportunity...  ...policies. We are seeking a Universal Banker to join our Wilmington, CA team!...  ...union's lending policies. MEMBER SERVICING ~ Greet and welcome members and visitors... 
    Hourly pay

    Self-Help

    Los Angeles, CA
    1 day ago
  • $43.68k - $69.9k

     ...to become a Retail Personal Banker II after completing a 4-8 week on...  ...rotations in Operations and Sales & Service. There will be a...  ...of customers. Responsible for selling a full range of banking products...  ...reviews. Primarily focused on cross-selling to existing customer... 
    Work experience placement
    Work at office

    Fifth Third

    Los Angeles, CA
    10 hours ago
  • Citigroup Inc. is seeking an entry-level Universal Banker in Los Angeles to support sales and service activities within the branch. The role focuses on fostering customer relationships, assisting with account openings, and resolving service issues while adhering to bank... 

    Citigroup Inc.

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker II: Client Service & Cross-Sell Pro. Be the first to apply!