Universal Banker - Workway
Mission Viejo, CA 92691
About the Job
We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Universal Banker job opportunity with a bank committed to the promise of partnering with every client, striving to deliver the finest personalized service attainable in the industry. You will find a highly desirable work environment with committed banking professionals who value teamwork and collaboration. Universal Banker is responsible for the specific duties listed below.
Your specific duties will include:
Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.
Your specific duties will include:
- Open and close the branch.
- Maintain client deposit accounts and support existing client relationships.
- Open new deposit accounts and establish treasury services.
- Handle requests in person, by email, and/or over the phone.
- Assist clients with treasury services (online banking) access issues and basic product use.
- Process wire transfers, and other back office functions such as branch certifications, daily checklists, report reviews.
- Provide expertise to clients in identifying appropriate products, setting up new products, services, online access, treasury management services, etc.
- Clerical work regarding preparation/retention of files.
- Knowledge of compliance laws governing the duties entrusted to this position.
- Commitment to enforcing and monitoring OFAC /BSA /Patriot Act Regulations: Reg. D / Reg. DD / Reg. E / Reg. G / Reg. J / Reg. H / Reg. P / Reg. Q / Reg. AA / Reg. BB
- High School graduate with at least one year of banking experience as a teller and new accounts.
- Knowledge of bookkeeping, account reconciliations, statement preparation, treasury services, and account analysis.
- Comfortable level with IT systems, computer desktop applications, and experience with Microsoft Windows, and Microsoft Office with solid knowledge of Word, Excel, and E-Mail programs.
Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.
Source : Workway
