Universal Banker jobs at Metro City Bank

Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist I is required to have a full understanding of all policies and procedures relative to their responsibilities. They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing. Responsibilities: Opening and closing of designated branch locations. Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc. Balance cash drawer and branch vault daily. Processing of mobile and merchant electronic deposits daily. Process various Night-Drop and Mail transactions as needed. Assisting with client emails, phones, and chats in a designated time frame. Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development. Full understanding of all policies and procedures relative to responsibilities. Assist with reporting as needed. Additional responsibilities as assigned. Job Qualifications High School diploma, general education degree (GED), or equivalent required. Six months previous cash handling and customer service experience required preferably in banking. Strong verbal, written and interpersonal communication skills. High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability. Knowledge of state and federal banking compliance regulations and operational policies. Why join Texas Security Bank: We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions. Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas' fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal , the Dallas Morning News , and the Best Workplace Institute . The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated. We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn't just for our customers- it's for our employees as well. About Us: Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We're entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise' and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People's Choice Award for Best Bank in DFW, Dallas Business Journal's Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30. Texas Security Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a protected veteran.

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations. The Personal Banker III must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals. Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations. Performs a full range of senior teller, operational, and account management transactions accurately and efficiently. Balances daily transactions and verify that cash totals are correct. Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required. Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements What We Are Looking For: High School degree or equivalent A minimum of two (2) years of banking experience Track record of outstanding member service. Demonstrated track record of success meeting and/or exceeding established goals. Lending experience. Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $25 -$29 per hour Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job Description* Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer.

* Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer.

reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: * Working knowledge and understanding of all bank products and services * Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) * Generate new business to assist in meeting the established production and profitability goals of the branch * Needs-Based Selling: Proactively promotes, cross-sell, and refers products and services as appropriate to meet our client's financial needs * Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients * Refer client opportunities to internal and external sales partners to meet client financial needs * Provide ongoing relationship service with existing clients * Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism * Respond to clients' inquiries and requests regarding accounts * Process routine to complex client transactions - i.e., deposits, transfers, wires, check cashing * Notary Commission: serve as one of the branch team notaries if applicable * Regular and consistent attendance required * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * Auburn, CA: $46,200 - $62,900 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High School Diploma or equivalent required; Associate/Bachelor's degree preferred * Minimum of 3 to 5 years of financial services experience required Skills: * Excellent command of the English language, both written and verbal * Must be able to effectively communicate with all levels within the organization and out in the community * Must be able to assess any given situation, make decisions and bring to a successful resolution * Must be experienced in the effective use of one or more core banking deposits and new account software * Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. * General Mathematics and Accounting Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management 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 essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

PURPOSE OF THE JOB This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker II position responsibilities include teller operations, opening deposit accounts, and lending as deemed necessary. MAIN DUTIES OF THE JOB Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank's policies and procedures Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment Assists with daily Vault duties, as needed, and may operate as vault custodian Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure Engage in conversations with customers to build relationships, determine financial needs and make recommendations Contribute to banking center success by achieving assigned branch and line of business referral goals Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for opening deposit accounts, performing maintenance, and enrolling customers in various services Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision Operate as a mentor for newly hired/promoted team members in support of our Home Bank values Use good judgment, remain aware of potential fraud, and be discreet with confidential information Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment Perform other duties as required or assigned by leadership WHAT WILL YOU NEED TO SUCCEED High School diploma or equivalent 1 years of general cash handling, sales & customer service experience 1 years of previous banking experience strongly encouraged Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation Ability to work expected Banking Center hours of operation, including Saturday (based on Market and location). Travel may be required. Strong knowledge of daily branch, vault, and ATM operations Receive and maintain a NMLS certification as deemed necessary HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization's business model, vision, mission, core values, and behaviors. This position is responsible for performing sales, service and operational functions and executing the Renasant's customer engagement model. In this role, the Universal Banker drives engagement throughout the entire customer interaction, including routine transactions and financial counseling, while championing digital conveniences available through various delivery channels. To do this, the Universal Banker reduces the required steps to as few as possible and can supply full scale banking assistance with no need to refer the customer to another retail team member. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Drive an exceptional customer experience in a branch environment through the execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch * Meet established sales and service performance goals by developing and expanding new and current customer relationships, delivering a wide range of banking solutions and improving customer loyalty * Collaborate with lines of business partners to create a seamless customer experience to fulfill financial needs through lending groups, wealth management, treasury solutions and other financial services * Champion digital delivery in branch by providing our customers with the digital conveniences and on-demand solutions that meet their needs how, when and where they expect to do business * Provide awareness, promote and create a seamless transition across all delivery channels including online, mobile, in branch, virtual branch and customer experience center * Respond with a sense of urgency and intentionality to customer feedback by working to understand the root causes of customer concerns or complaints; make recommendations to improve the customer experience through various process, policy and product enhancements * Ensure proper documentation is obtained and properly completed for all solutions to minimize documentations exceptions * Maintain customer pipeline tracking, including documenting calls and other interactions with customers and referral sources, via the customer engagement platform * Perform teller responsibilities daily to include processing customer transactions (i.e. deposits, withdrawals, transfers, loan payments, official checks, etc.) as well as special tasks such as loan payoffs and draws, redeeming savings bonds, ordering currency and auditing teller drawers. Additionally, execute daily operations (i.e. balancing ATM and vault and performing branch capture procedures, etc.) * Protect the bank from unnecessary risk by following procedures in all areas including CTR, SAR, Reg CC holds, robbery procedures and fraud mitigation * Recognize and navigate fraud attempts and events experienced by customers and individuals attempting to defraud customers and the bank * Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies * Routinely review procedures and processes and complete self-audits using provided tools and resources that are designed to prevent unnecessary risk to customer and bank * Represent the bank in community organizations and activities to increase the bank's outreach and foster relationships for future business development opportunities * Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations * Perform other related duties as assigned Qualifications * High school diploma or equivalent, College education preferred * Minimum of 1 year related customer experience and sales experience required * Minimum of 1 year teller and/or cash handling experience preferred * Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations * Ability to follow stated bank customer sales and service standard processes to ensure achievement of necessary goals and customer standards * Excellent communication skills (written and verbal) * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Aptitude to read, understand and apply all regulations, policies and procedures related to Universal Banker responsibilities and other branch operations * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Universal Bankers: * Minimum of 2 years of successful Universal Banker experience * Ability to handle complex transactions and issues with limited assistance or supervision * Operational strength with limited to no account exceptions, outages, or operational losses * Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts Physical Demands The physical demands described 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 frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Job Description This position is the “point of contact” for a majority of customers in their day-to-day transactions generally associated with teller work. This position is responsible for processing teller transactions accurately and efficiently in a fast-paced environment while offering Bank products and services. POSITION RESPONSIBILITIES Handle all teller functionalities Open new accounts and cross sell bank products and services Handles customer's call and inquiries Accepts new stop payment orders and handle return mails Balances all data processing reports to Operations Administration Prepares data processing entries for submission to Operations Administration Compliant with bank regulations Be acquainted of bank products/services Assists the Operations Officer as needed or requested Handle additional duties assigned by management Fully compliant with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti Money Laundering, Code of Conduct, and etc.) Must complete all required training. SKILLS / QUALIFICATIONS Working knowledge of all operations departments of the Bank Ability to deal effectively and tactfully with all types of customers Proficiency in basic computer skills Strong interpersonal and communication skills Bilingual - English/Korean preferred EDUCATION / EXPERIENCE Bachelor's degree preferred 2 years in branch banking experience preferred We offer a competitive total rewards package, including but not limited to Medical, Dental, Vision, and Life Insurance, 401k retirement savings plan, and paid federal holidays, for this full-time position within the hourly range of $18.00 - $20.00. Pay ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Must be authorized to work in the US. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.

This position is the "point of contact" for a majority of customers in their day-to-day transactions generally associated with teller work. This position is responsible for processing teller transactions accurately and efficiently in a fast-paced environment while offering Bank products and services. POSITION RESPONSIBILITIES * Handle all teller functionalities * Open new accounts and cross sell bank products and services * Handles customer's call and inquiries * Accepts new stop payment orders and handle return mails * Balances all data processing reports to Operations Administration * Prepares data processing entries for submission to Operations Administration * Compliant with bank regulations * Be acquainted of bank products/services * Assists the Operations Officer as needed or requested * Handle additional duties assigned by management * Fully compliant with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti Money Laundering, Code of Conduct, and etc.) Must complete all required training. SKILLS / QUALIFICATIONS * Working knowledge of all operations departments of the Bank * Ability to deal effectively and tactfully with all types of customers * Proficiency in basic computer skills * Strong interpersonal and communication skills * Bilingual - English/Korean preferred EDUCATION / EXPERIENCE * Bachelor's degree preferred * 2 years in branch banking experience preferred We offer a competitive total rewards package, including but not limited to Medical, Dental, Vision, and Life Insurance, 401k retirement savings plan, and paid federal holidays, for this full-time position within the hourly range of $18.00 - $20.00. Pay ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Must be authorized to work in the US. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.

reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: * Working knowledge and understanding of all bank products and services * Supports achieving branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) * Generates new business to assist in meeting established production and profitability goals of the branch * Needs-Based Selling: Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client's financial needs * Prepares and compiles new account applications and required information to open new accounts for both business and consumer prospects/clients * Refers client opportunities to internal and external sales partners to meet client financial needs * Provides ongoing relationship servicing with existing clients * Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism * Responds to clients' inquiries and requests regarding accounts * Process routine to complex client transactions. i.e., deposits, transfers, wires, check cashing, etc. * Regular and consistent attendance is required * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * Pasadena, CA: $37,100 - $49,000 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High School diploma or equivalent required; Associate/Bachelor's degree preferred * Minimum of 1 to 2 years of financial services or equivalent sales/service experience required Skills: * Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community * General Mathematics and Accounting * Must be able to assess any given situation, make decisions, and bring to a successful resolution * Must be experienced in the effective use of one or more core banking deposits and new account software * Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management 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 essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; and communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: * Working knowledge and understanding of all bank products and services * Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) * Generate new business to assist in meeting the established production and profitability goals of the branch * Needs-Based Selling: Proactively promotes, cross-sell, and refers products and services as appropriate to meet our client's financial needs * Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients * Refer client opportunities to internal and external sales partners to meet client financial needs * Provide ongoing relationship service with existing clients * Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism * Respond to clients' inquiries and requests regarding accounts * Process routine to complex client transactions - i.e., deposits, transfers, wires, check cashing * Notary Commission: serve as one of the branch team notaries if applicable * Regular and consistent attendance required * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * Orange County, CA: $46,200 - $62,900 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High School Diploma or equivalent required; Associate/Bachelor's degree preferred * Minimum of 3 to 5 years of financial services experience required Skills: * Excellent command of the English language, both written and verbal * Must be able to effectively communicate with all levels within the organization and out in the community * Must be able to assess any given situation, make decisions and bring to a successful resolution * Must be experienced in the effective use of one or more core banking deposits and new account software * Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. * General Mathematics and Accounting Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management 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 essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: Working knowledge and understanding of all bank products and services Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) Generate new business to assist in meeting the established production and profitability goals of the branch Needs-Based Selling: Proactively promotes, cross-sell, and refers products and services as appropriate to meet our client's financial needs Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients Refer client opportunities to internal and external sales partners to meet client financial needs Provide ongoing relationship service with existing clients Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism Respond to clients' inquiries and requests regarding accounts Process routine to complex client transactions - i.e., deposits, transfers, wires, check cashing Notary Commission: serve as one of the branch team notaries if applicable Regular and consistent attendance required Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: Orange County, CA: $46,200 - $62,900 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: High School Diploma or equivalent required; Associate/Bachelor's degree preferred Minimum of 3 to 5 years of financial services experience required Skills: Excellent command of the English language, both written and verbal Must be able to effectively communicate with all levels within the organization and out in the community Must be able to assess any given situation, make decisions and bring to a successful resolution Must be experienced in the effective use of one or more core banking deposits and new account software Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. General Mathematics and Accounting Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management 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 essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

The Universal Banker plays a vital role in delivering a high-quality customer experience by performing both teller and customer service functions. The Universal Banker serves as the primary point of contact for customers in the branch, providing comprehensive service in both transactions and account management. This position combines cash-handling responsibilities with customer relationship management, providing a single point of contact for clients' financial needs. The Universal Banker is responsible for fostering a positive customer experience through efficient, accurate, and friendly service while also identifying opportunities to promote banking products and services. ESSENTIAL FUNCTIONS: Provides courteous and professional customer service by assisting customers with their banking needs. Performs a variety of financial transactions accurately and efficiently such as processing deposits, withdrawals, payments, check cashing, money orders and handling inquiries about products and services. Actively engages in cross-selling and referral activities to achieve branch sales targets by identifying and recommend products and services that meet customers' needs, such as checking accounts, loans, credit cards, and investment options. Redeems U.S. Savings Bonds Accepts loan payments and safe deposit box rental payments Admits customers to safe deposit boxes Answers inquires and provides information on various accounts, loan balances and other banking services Balances transactions at end of day and verifies cash totals Perform duties as defined in the Bank Secrecy Act/Anti-Money Laundering Program Recommends, explains, and opens new deposit accounts for customers Completes all necessary product and service documentation (such as preparing signature cards inputting account information into the system, ordering checks and ATM/Debit cards) to ensure customer needs are promptly and accurately satisfied and all security and legal requirements are met. Assist customers with Debit card questions and disputes May perform various administrative and other duties related to the operational function Prepares various activity reports and information as needed May sign such items as certified or cashier's checks. Opens or closes safety deposit boxes; billing for boxes; assists with inventory of deceased customer's boxes. Maintains confidentially of customer accounts Handles customers complaints related to the bank's services, explains service charges and follows through on misdirected items or errors Identify and mitigate potential fraud risks by verifying customer information and transaction details Document review: Reviewing documents for accuracy or legal compliance Researches and resolves customers problems by serving as a liaison between the customer and the appropriate bank area Assumes lead role in generating new customers relationship and expanding existing customers relationships Identifies customer's needs and provides advice and information (rates, terms, features, benefits, restrictions, fees, disclosures) to assist customers in making decisions which suit their financial situation. Handle customer complaints, troubleshoot problems, and escalate unresolved issues to management when necessary Refers customers to specialize products and services to the appropriate area and/or person Works closely with Electronic Banking to assist customers with Online Banking and Bill Pay questions or problems Adhere to all banking regulations, policies, and procedures to maintain a secure and compliant environment Originates wire transfer for customers as needed Assist with charge backs at supervisor's request Handle specific customer paperwork on request Participate in ongoing training, and development programs to enhance product knowledge, customer service skills, and sales techniques. Performs other task request by supervisor(s) as they relate to the bank and its functions REQUIRED EDUCATION, EXPERIENCE AND SKILLS High school diploma or equivalent; Associate's or bachelor's degree in business, Finance, or a related field preferred. Previous experience in banking, customer service, or sales is highly desirable. Strong knowledge of banking products, services, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment, handle multiple tasks, and manage time effectively. Proficient in using computer systems, including Microsoft Office Suite, and other banking software. Cash-handling experience with attention to detail and accuracy. Ability to work flexible hours, including weekends and holidays, as needed. Ability to work independently and in a team environment. Strong attention to detail, organizational skills, and problem-solving abilities. POSITION SPECIFIC COMPETENCIES Relationship management and communication skills Proactivity Sales and Cross Selling aptitude Knowledge of banking products, services, and regulations Problem-Solving skills Compliance Ability to handle cash and maintain a balanced cash drawer Teamwork and Collaboration Adaptability and Flexibility WORKING CONDITIONS AND PHYSICAL REQUIREMENTS Regular contact with general public. Travel will be required to other locations within the position's market to provide assistance and / or attend meetings. Also, travel for seminars and training may be required. Requires lifting of heavy coins which involves short distance movement of coin bags, which may weigh as much as 50 lbs. Position requires standing, stooping, kneeling, squatting and sitting. Must have ability to stand for long periods of time. Receives currency from all sources causes environment to be slightly unclean. Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone. Lobby environment requires professional demeanor and appearance. In the instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate before, during or after, to ensure business continuity. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS: None The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.

Job Details Experienced Downtown 1st Floor - Amarillo, TX Undisclosed N/A Full Time High School Undisclosed None Day Retail Banking Job Summary: Responsible for introducing customer to new products and services, developing relationships, and maximizing sales opportunities. As well as, processing deposits, withdrawals, and other financial interactions. The Universal Bankers will split their time between Teller and Personal Banker functions while providing excellent customer service to all customers. Education/Experience: A minimum of the following education/experience is required: High School Diploma/GED or equivalent and 3 years' experience in banking Associate Degree and 1 years experience in banking Job Specific Responsibilities: Recognizes and discovers financial needs of customers and works to find the best solutions for each. Develops and maintains positive long term relationships with customers. Listens to and resolves customer complaints. Prepares new IRA's, transfers, rollovers, conversions, death claims, contributions, and distributions of IRA's. Processes deposits, withdrawals, and cash flow at a teller window. Opens checking, savings, money market and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts. Displays knowledge and proficiency in explaining, selling, and administering products. Analyzes customer information to identify opportunities for growth and expansion of services. Identifies cross-selling and referral opportunities through in-person efforts, cold calls, referrals, and marketing. Understands required documents to open consumer and business accounts. Maintains knowledge of consumer and business ownership types. Assists customers with card disputes, fraudulent activity, and stop payment processes. Originates, processes, and closes consumer loans. Accepts deposits, verifies cash, cashes checks, and payments for loans. Balances and services ATM as needed. Completes Currency Transaction Reports. Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process). Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position. Markets the Bank in order to gain new customers and maintain existing ones. Other duties as assigned. Required Technical Knowledge: General computer skills Microsoft Office, specifically Word and Excel Expectations of an Employee: Treat all customers and fellow employees with respect Exceed customer expectations Meet customer needs Conduct interactions with honest, ethical, and strong moral principles Perform at the highest level Take responsibility for actions Do what is expected Lead by example Work as a team Efficiently share information in a collaborating and proactive manner Pay attention to detail Solve problems Make sound decisions Manage time effectively Prioritize effectively Perform multiple tasks simultaneously Show up for work and be on time Comply with all laws and regulations Complete all required training Supervisory Responsibilities: None Amount of Travel: None Physical Requirements: May need to sit/stand for long periods of time Sustained visual concentration while working at the computer Typing on a keyboard for long periods of time Handle high stress environment Benefits Include: Medical, Rx, Dental, and Vision insurance HSA, FSA, and Limited FSA Employer paid and voluntary Life Insurance/AD&D Short-Term Disability Long-Term Disability Accident/Hospital Indemnity/Critical Illness voluntary plans Identify Theft Protection 401k with employer match Vacation, Sick Leave, and Holiday pay Tuition Reimbursement Gym membership discounts Annual payrate increases Incentive based bonuses It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.

The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process. Essential Duties & Responsibilities: Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate. Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate. Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed. Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations. Model consistent, distinctive service to all customers when delivering the FirstBank service experience. Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols. Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education High school diploma or the equivalent required Experience Minimum of one year, with specific bank experience preferred Certifications and Licenses Notary preferred FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.

reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: Working knowledge and understanding of all bank products and services Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) Generate new business to assist in meeting the established production and profitability goals of the branch Needs-Based Selling: Proactively promotes, cross-sell, and refers products and services as appropriate to meet our client's financial needs Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients Refer client opportunities to internal and external sales partners to meet client financial needs Provide ongoing relationship service with existing clients Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism Respond to clients' inquiries and requests regarding accounts Process routine to complex client transactions - i.e., deposits, transfers, wires, check cashing Notary Commission: serve as one of the branch team notaries if applicable Regular and consistent attendance required Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: El Centro, CA: $40,200 - $54,700 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: High School Diploma or equivalent required; Associate/Bachelor's degree preferred Minimum of 3 to 5 years of financial services experience required Skills: Excellent command of the English language, both written and verbal Must be able to effectively communicate with all levels within the organization and out in the community Must be able to assess any given situation, make decisions and bring to a successful resolution Must be experienced in the effective use of one or more core banking deposits and new account software Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. General Mathematics and Accounting Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management 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 essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: * Working knowledge and understanding of all bank products and services * Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) * Generate new business to assist in meeting the established production and profitability goals of the branch * Needs-Based Selling: Proactively promotes, cross-sell, and refers products and services as appropriate to meet our client's financial needs * Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients * Refer client opportunities to internal and external sales partners to meet client financial needs * Provide ongoing relationship service with existing clients * Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism * Respond to clients' inquiries and requests regarding accounts * Process routine to complex client transactions - i.e., deposits, transfers, wires, check cashing * Notary Commission: serve as one of the branch team notaries if applicable * Regular and consistent attendance required * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * El Centro, CA: $40,200 - $54,700 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High School Diploma or equivalent required; Associate/Bachelor's degree preferred * Minimum of 3 to 5 years of financial services experience required Skills: * Excellent command of the English language, both written and verbal * Must be able to effectively communicate with all levels within the organization and out in the community * Must be able to assess any given situation, make decisions and bring to a successful resolution * Must be experienced in the effective use of one or more core banking deposits and new account software * Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. * General Mathematics and Accounting Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management 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 essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Bank Teller At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment in helping bring financial wellness to the community of Santa Clara County. In addition to a competitive base salary, our compensation package includes: 13 paid holidays 17 days of Paid Time Off (PTO) during first year of employment Up to 2% discounts on loans--including first mortgages* 401(k) Plan with Company Match Medical, dental, vision insurance Long-term disability insurance Life insurance Voluntary insurance Employee assistance program Financial Wellness benefits and resources Tuition reimbursement and more We are currently accepting applications for a full-time Bank Teller at our San Jose-Cambrian Branch. As a Bank Teller, your major responsibilities will include: Assisting members and potential members with their financial needs. Perform transactions with accuracy. Explain products and services, and refer member to appropriate personnel. Ensure that appropriate records are maintained and required reports are prepared. Maintain and update member account information on computer system. Our ideal candidate will possess: outstanding customer service skills; previous cash handling experience; excellent written and verbal communication skills. Previous experience in a credit union or bank a plus. Pay Range: $18.65/hour - $23.31/hour; based on skills and experience. For immediate consideration, apply today! CommonWealth is an Equal Opportunity Employer Compensation details: 18.65-23.31 PI923013b2b868-31181-39208261

As a Universal Banker II you will be responsible for delivering exceptional customer service while performing a wide range of banking functions. Your role will involve interacting directly with customers to understand their financial needs, processing personal banking transactions, and assisting the lending officers and underwriters to facilitate the loan application process. You will be the face of the bank, ensuring that each customer has a positive experience and receives the financial services and advice they require. In addition to fulfilling the responsibilities of a Customer Service Representative, the Universal Banker II is responsible for deepening customer relationships by understanding their financial needs and offering appropriate solutions. ESSENTIAL FUNCTIONS Provide excellent customer service by greeting customers, addressing inquiries, and resolving issues promptly and effectively. Process daily transactions accurately, including deposits, withdrawals, check cashing, and payments. Maintain a thorough knowledge of the bank's products, services, and policies to provide accurate information to customers Engage customers to identify their financial needs and recommend appropriate products and services, such as savings accounts, credit cards, loans, and investment options. Build and maintain strong customer relationships to enhance loyalty and retention through personalized banking experiences. Conduct regular follow-ups with customers to ensure satisfaction and identify further needs. Assist customers with the loan application process, including personal, auto, home equity, and other consumer loans. Conduct initial screenings to determine customer eligibility and provide guidance on required documentation. Collaborate with underwriters and lending officers to facilitate the loan approval process and communicate status updates to customers. Obtain pertinent information needed to move forward with loan closing Take loan applications and enter customer data into system Key loans into system and submit loans for approval Gather all necessary documents prior to closing to minimize exceptions Print loan checks and fill out general ledger tickets Close loans and send them to be booked Organize loan package and send original documents to appropriate party for filing Assist lender in working upcoming maturities Assist lender with past due reports Prioritize exceptions and monitor them monthly Provide superior customer service Perform other duties as assigned by management Actively promote bank products and services to meet sales targets. Utilize cross-selling techniques to introduce customers to additional banking services that meet their financial needs. Participate in branch sales campaigns, events, and other activities to drive business growth. Collaborate with colleagues to ensure a seamless and positive customer experience. Participate in regular training sessions to stay up-to-date with banking products, services, and compliance regulations. Provide mentorship and support to less experienced team members as needed. REQUIRED EDUCATION, EXPERIENCE, AND SKILLS Minimum two-year college degree One to two years of similar or related experience in retail banking, customer service, or sales roles. Strong knowledge of banking products, services, and lending processes General knowledge of bank operations, policies, and procedures Must be thorough, precise, and detail-oriented Ability to interact and communicate professionally with customers and fellow employees Must take full responsibility for job duties and work with limited supervision Ability to speak tactfully via telephone and minimize grammatical error in written communication Proficient in basic computer programs (Microsoft Word, Excel, etc.) Excellent communication, interpersonal, and problem-solving skills. Proven ability to build and maintain customer relationships. Strong attention to detail and accuracy in transaction processing. Proficiency in using banking software and MS Office applications. POSITION SPECIFIC COMPETENCIES: Initiative- The ability to perform job responsibilities independently and responsibly in a fast-paced environment Organizational Skills- Demonstrates the ability to have multiple projects and assignments are completed according to established timeframes. Information is maintained and it easily accessible. Materials and work areas are very orderly and easy to find and share. Communication- Demonstrates active listening and interpersonal skills. Be able to effectively communicate on written documents are clear, concise, and well-constructed. Strong problem-solving abilities and attention to detail. Proficiency in banking software and Microsoft Office Suite. Ability to handle confidential information with integrity and professionalism. Sales and cross-selling experience. Customer-focused mindset with a passion for providing exceptional service. Sales-oriented with a demonstrated ability to meet and exceed targets. PHYSICAL REQUIREMENTS Must be capable of operating all types of office equipment. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS None WORKING CONDITIONS Requires incumbent to remain sedentary within office Requires some travel for training/seminars The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.