B
Universal Banker - Stockton
BAC Community Bank
Full-time
On-site
Stockton, CA, United States
BAC COMMUNITY BANK
Job Title: Universal Banker
Reports To: Customer Service Manager
Department: Branch Operations
Category: Non Officer
Supervisory Responsibilities: None
Summary: A Universal Banker performs multiple operational functions and can fulfill the need at any Branch upon request. A Universal Banker can migrate from one role to another and is available for any employee absences, lunches and breaks as needed.
Essential Duties and Responsibilities:
Opening and Closing a Branch
Opening all types of New Accounts
Must be knowledgeable on all bank products and services
Must be able to effectively cross sell a product or service that benefits the customer's needs.
Must be flexible to work at multiple locations upon request
Will assist in developing associate skillset to become a Universal Banker
Must perform all teller functions including but not limited to:
Deposits/Withdrawals/Transfers
Wires
Ordering cash and shipments
Cashier's checks
Stop payments
Safe deposit box
Assists customer's with requests or complaints and researches account problems.
Quotes rates, service charges, restrictions, and other relevant information about deposit accounts.
Branch Capture
Performs Branch Certifications and Review
Responsible for the approval of transactions within specified limits.
Generates CTR reports and other bank reports
Responsible for daily, weekly and monthly report review
Serves on task forces and committees as assigned
Ensures regulatory compliance as applicable
HR-pd-BO-000015 1 12/14/18
BAC COMMUNITY BANK
Competencies:
Level 1 (See Competency Document)
Qualifications:
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements as documented are representative of the knowledge, skill, and/or abilities needed to fulfill the responsibilities of the position.
Education/Experience: High school diploma or equivalent and 3 years applicable experience.
Language Ability: Must possess ability to read, write and understand English.
Must possess written and oral communication skills.
Math Ability: Ability to work with mathematical concepts as required in banking.
Computer Skills: Must have general knowledge of computers with ability to use
Word, Excel and Outlook with strong skills utilizing ITI.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel and to talk and to hear. The employee is frequently required to reach with hands and arms. The employee is frequently required to stand and walk, and rarely required to drive.
The employee must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision and ability to adjust to focus requirements.
HR-pd-BO-000015 2 12/14/18
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Ability to Commute:
Stockton, CA 95202 (Required)
Ability to Relocate:
Stockton, CA 95202: Relocate before starting work (Required)
Work Location: In person
Job Title: Universal Banker
Reports To: Customer Service Manager
Department: Branch Operations
Category: Non Officer
Supervisory Responsibilities: None
Summary: A Universal Banker performs multiple operational functions and can fulfill the need at any Branch upon request. A Universal Banker can migrate from one role to another and is available for any employee absences, lunches and breaks as needed.
Essential Duties and Responsibilities:
Opening and Closing a Branch
Opening all types of New Accounts
Must be knowledgeable on all bank products and services
Must be able to effectively cross sell a product or service that benefits the customer's needs.
Must be flexible to work at multiple locations upon request
Will assist in developing associate skillset to become a Universal Banker
Must perform all teller functions including but not limited to:
Deposits/Withdrawals/Transfers
Wires
Ordering cash and shipments
Cashier's checks
Stop payments
Safe deposit box
Assists customer's with requests or complaints and researches account problems.
Quotes rates, service charges, restrictions, and other relevant information about deposit accounts.
Branch Capture
Performs Branch Certifications and Review
Responsible for the approval of transactions within specified limits.
Generates CTR reports and other bank reports
Responsible for daily, weekly and monthly report review
Serves on task forces and committees as assigned
Ensures regulatory compliance as applicable
HR-pd-BO-000015 1 12/14/18
BAC COMMUNITY BANK
Competencies:
Level 1 (See Competency Document)
Qualifications:
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements as documented are representative of the knowledge, skill, and/or abilities needed to fulfill the responsibilities of the position.
Education/Experience: High school diploma or equivalent and 3 years applicable experience.
Language Ability: Must possess ability to read, write and understand English.
Must possess written and oral communication skills.
Math Ability: Ability to work with mathematical concepts as required in banking.
Computer Skills: Must have general knowledge of computers with ability to use
Word, Excel and Outlook with strong skills utilizing ITI.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel and to talk and to hear. The employee is frequently required to reach with hands and arms. The employee is frequently required to stand and walk, and rarely required to drive.
The employee must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision and ability to adjust to focus requirements.
HR-pd-BO-000015 2 12/14/18
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Ability to Commute:
Stockton, CA 95202 (Required)
Ability to Relocate:
Stockton, CA 95202: Relocate before starting work (Required)
Work Location: In person