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Universal Banker (Universal Banker)

Overview

job salary$40,000 - $50,000/year
job locationCalifornia -- Union City
job typePermanent

The Universal Banker plays a critical role in delivering an exceptional customer experience by serving as a single point of contact for a variety of banking needs. This role combines the responsibilities of a teller and a personal banker, including processing transactions, opening new accounts, and educating clients on bank products. 

Responsibilities

  • Educate customers on products and services, including checking, savings, money market accounts, loans, and digital banking tools. 
  • Open and maintain deposit accounts, process service requests, and respond to inquiries in a professional, solutions-oriented manner. 
  • Actively cross-sell banking products and services based on customer profiles and needs. 
  • Suppoort daily branch operations and ensure adherence to internal controls.
  • Maintain knowledge of all banking products, policies, procedures, and current promotions. 

Qualifications:

  • High School diploma or GED required; Associate's degree or higher preferred. 
  • 1+ years of experience in retail banking, customer service, or sales. 
  • Bilingual in English and Spanish strongly preferred. 
  • Strong interpersonal and communication skills. 
  • Proficiency in Microsoft Office and familiarity with banking 

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.


Contact information

Brian Keane