Universal Banker
$27.5 per hourProvident Credit Union
UNIVERSAL BANKER - Full Time (Oakland, CA)Job Summary:The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed.Why Provident?Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.Our values are:ListenGet BetterDo What’s RightEducation / Work Experience / Skills / Abilities:Bachelor’s degree preferred1+ years in financial services experience in banking or credit union1+ years of sales and service experience with proven resultsExperience making effective outbound telephone callsExperience with Real Estate and Consumer LoansExperience with business banking products and relationshipsExperience with cash handling/teller transactions/loan fundingExperience in working in a team environment and developing relationshipsExcellent listening and speaking skillsExcellent written communication skillsComputer literacy skills and proficient in Windows and Microsoft OfficeUnderstand and adhere to BSA and OFAC policy and procedures including:CTR requirementsCIP requirementsCDD requirementsOFAC verification requirementsReporting suspicious activityMaintaining records on negotiable instrumentLicenses/Certifications:NMLS – National Mortgage Licensing System and Registry to obtain within 30 days of hiredMedallion Stamp Certification to obtain within 120 days of hiredTravel Details / Work Schedule:Travel:Required to travel to other Provident locations outside of home branchRequired to attend offsite training, meetings, or eventsWork Schedule:Full-time; 40 hours a week Monday - Friday 8:30am - 5:30pm & rotational Saturdays 8:45am - 4:15pmOccasionally work early or late hours, and extended weekend hoursCompany Benefits you will enjoy:Quality medical, dental and vision care coverage401(k) retirement plan with up to 150% matching employer contributionsStrong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved coursesAnnual discretionary bonusEmployee referral bonusGenerous paid time off and paid holidaysFlexible spending accountsShort and long-term disability coverageLife and AD&D insuranceProvident membershipRate discount on home, auto loans and personal loansOpportunity to use company owned condo in Maui and Lake TahoeCompensation:Pay Grade is P1. This position is eligible for our twice a year discretionary bonus.Targeted Base Pay: $27.50 per hourJoin us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally.Provident is an Equal Opportunity EmployerWe are a winner of the Bay Area News Group Top Work Place in 2018 - 2026. Check us out on Glassdoor! #J-18808-Ljbffr
$50.03k - $65.27k
...Citi is seeking an entry-level Universal Banker in Oakland, California. This role is designed to assist in sales and service activities while fostering strong relationships with individual consumer clients. You will be responsible for account opening, resolving service...Suggested$50.03k - $65.27k
...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...SuggestedHourly payFull timePart timeMonday to Friday$50.03k - $65.27k
...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 build loyalty...SuggestedHourly payFull timePart timeMonday to Friday- ...located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Golden Gate Branch in San Francisco.Universal Banker serves as the liaison between the member and the Credit Union. He...Suggested
- ...duties as assigned. Qualifications/Requirements ~ High school diploma or equivalent. ~2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or relevant banking experience is preferred. ~ At least 2-3 years of cash...Suggested
- Citigroup Inc. in San Francisco is seeking a Universal Banker for an entry-level position responsible for assisting with the execution of sales and product activities. The role emphasizes building customer relationships and increasing sales to individual clients. The ideal...Part timeFlexible hours
- Citi in San Francisco is seeking a Universal Banker to support sales and service activities. This entry-level role is focused on fostering customer relations and increasing sales among individual consumer clients. The position requires prior experience in retail banking...Part time
- Citi is seeking an entry-level Universal Banker in San Francisco, responsible for assisting in sales and service activities with the customer service team. This role involves building customer relationships and increasing sales. Candidates should have 1-3 years of experience...Part time
$50.03k - $65.27k
...Part-Time Universal Banker (20 Hours), Stonestown Branch (Bilingual Preferred: Cantonese or Mandarin) Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around...Hourly payFull timePart time- San Francisco Federal Credit Union is seeking a Universal Banker for their Lakeside Branch in San Francisco. In this role, you'll be the liaison between members and the Credit Union, providing exceptional service and managing various transactional services. The ideal candidate...
- 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 build loyalty...Part time
$56.5k - $73.7k
Citigroup Inc. is seeking a Head Universal Banker in San Francisco, California. This leadership role involves providing exceptional service, coaching team members, and ensuring compliance with bank standards while handling various service transactions. The ideal candidate...Full time$56.5k - $73.7k
Job Overview The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g., deposits,...Monday to FridayFlexible hours$56.5k - $73.7k
Citi is hiring a Head Universal Banker in San Francisco to provide exceptional service and lead a branch team. This leadership role involves coaching staff while ensuring compliance with policies and delivering excellent client experiences. The successful applicant will...$56.5k - $73.7k
Overview The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to internal and external customers while guiding and supporting the branch team. This role executes all service transactions (e.g., deposits, payments, address...Monday to FridayFlexible hours- Citigroup Inc. is seeking a Head Universal Banker in San Francisco, California, to lead a team in providing excellent service to clients. In this role, you will coach Universal Bankers, manage daily operations, and ensure compliance with bank standards. The ideal candidate...
- Citi is seeking a Head Universal Banker in San Francisco to lead the branch team, focusing on providing exceptional service delivery to clients and internal customers. This role involves coaching staff, managing service transactions, and ensuring compliance with banking...
- ...Job Description Job Description Bank Teller – Universal Banking Representative -Bilingual Cantonese or Mandarin - Entry Level Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities...Full time
$40k - $50k
...Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Kensington Branch . The Universal Banker independently performs basic to moderately complex banking transactions. Delivers excellent customer service. Responsible for...Hourly payFull timeWork experience placementWork at officeShift workNight shift$22 - $23.5 per hour
...commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Associate Banker at East West Bank means you are part of a world‑class team that focuses on delivering a high quality, high‑touch, and high‑tech...Weekend work- ...The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as providing... ...securities products Series 79 and 63 Education Bachelor’s degree/University degree or equivalent experience Master’s degree preferred In...
$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 with a real estate license are invited to apply. You need a license to become a real estate agent before being...Hourly payFull timeFor contractors- ...Associate Banker SAFE Act LO, AVP Discover your future at Citi Working at Citi is far more than just a job. A career with us means... ...(or obtained within 120 days) Education ~ Bachelor's/University degree or equivalent experience Citi is an equal opportunity...
$109.12k - $163.68k
Associate Banker SAFE Act LO - C12 San Francisco, CA. The Associate Banker SAFE Act LO is a seasoned professional role that applies in... ...6 required (or obtained within 120 days). Education Bachelor's/University degree or equivalent experience. Job Family Group: Private...Full time$250k - $275k
...Team Oversight: Oversee work performed by analysts and associates assigned to projects. Requirements Background: Bachelor’s degree/University degree or equivalent experience in Finance or closely related areas of Business Administration, with comprehensive knowledge of...Full time- Responsibilities Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire... ..., Series 66 required (or obtained within 120 days) Bachelor's/University degree or equivalent experience Certifications &...
$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. You need a license to become a real estate agent before...Hourly payFull timeFor contractors- ...Citi is seeking an entry-level Personal Banker SAFE Act in Berkeley, CA to assist in sales and service activities in coordination with customer service. The role focuses on fostering client relationships and increasing sales for individual consumers. Responsibilities...
$185k - $250k
...structure provide Associates with exceptional exposure to senior bankers and client executives from day one. The Opportunity The... ...to team development - Bachelor's degree from a top-tier university with top academic performance - Comfort operating in fast-paced...Local areaImmediate start- Bank of America is hiring for a client-facing role that involves engaging clients and assisting them with transactions through various self-service resources. The job entails accurately processing cash transactions and having in-depth conversations with clients to connect...Work at officeFlexible hours
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