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Universal Banker I

Company: Bank of the West
Location: Santa Barbara
Posted on: May 12, 2019

Job Description:

At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening.

Essential Job Functions



  • Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the branch. (The time spent performing sales service or customer transactions will be determined by the needs of the branch)

  • Responsible for a broad range of basic to moderate activities in the branch including transaction processing, new account sales, customer servicing and referral generation.

  • Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products.

    Assists the branch management with day-to-day transactions (including but not limited to approving transactions, preparing reports, etc.)


    Education



    • High School Diploma or GED Required


      Work Experience



      • S1 - None Requires limited job knowledge of systems and procedures. Follows basic work routines and standards.

        Typically does not require prior experience.


        Skills



        • Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists partner

        • Execellent customer service skills that include good verbal and written communication

        • Relationship building, collaboration and teamwork

        • Problem Solving skills

        • MMCRM, Touchpoint Teller and Systems Training and new account opening


          Equal Employment Opportunity Policy

          Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

          Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Keywords: Bank of the West, Santa Barbara , Universal Banker I, Other , Santa Barbara, California

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