Universal Banker 1, Gilroy, CA
Company: Mechanics Bank
Posted on: September 23, 2019
Universal Banker 1, Gilroy, CA
Mechanics Bank is looking for a Full Time Universal Banker 1 for
the Gilroy, CA Branch.
In this role, with general supervision, you will have the
opportunity to independently processes the full range of client
transactions accurately and according to established procedures.
You will have the opportunity to learn how to open accounts,
develop meaningful relationships with customers and how to
troubleshoot complex transactions.
What you\'ll do...
* Provides comprehensive deposit services to individuals and basic
deposit services to fiduciary and businesses in a Retail
* Opens new deposit accounts, promoting those that best meet the
customer s needs and recommending the next most likely products to
customers. Assists customers with account maintenance, on-line
banking, and other basic account issues.
* Performs a variety of operational functions, as required.
* Maintains compliance with established internal operational
standards and Federal and State regulations to protect the
interests of the Bank and its clients. Completes required
compliance training in a timely manner.
* Assesses customer s needs, and makes appropriate referrals to
internal and external business partners.
* Accepts loan applications from clients, provides basic
information regarding required documentation, and forwards
applications to the appropriate employee.
* Assists Branch Manager and Customer Service Manager with all
aspects of customer service and operations including transactions,
work flow, deadlines, audit, compliance, client inquiries, and team
* May lead and direct the activities of Customer Service
Representatives and other Universal Bankers.
Who you are...
* Knowledge of Bank deposit products and services. * Knowledge of
Bank s standard loan products.
* The ability to analyze and apply the individual and small
business banking needs with specific Bank services and
* Knowledge of retail office operations.
* A basic knowledge of alternative Bank services and products and
vendor provided products.
* Excellent interpersonal skills and customer service.
* Skill in attention to detail and accuracy.
* Ability to persuade, including the value and benefits of using
the Bank s services and products.
* Knowledge of fundamental applicable Federal and state banking
Certifications, Licensing, Education, Experience and Other
* May be required to secure a notary license.
Please note: This position may be filled at a lower level
commensurate with experience.
* Mechanics Bank is an equal opportunity employer and all qualified
applicants will receive consideration for employment without regard
to race, color, sex, sexual orientation, religion, national origin,
age, genetic information, veteran status, or on the basis of
disability, gender identity, sexual orientation or other bases
prohibited by applicable law.
Keywords: Mechanics Bank, Redwood City , Universal Banker 1, Gilroy, CA, Other , Gilroy, California
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