Job description

Exciting Opportunity!

New Accounts/Client Services Representative III (Universal Banker III)

Are you ready to take your banking career to the next level? We have an outstanding opportunity for a highly skilled and knowledgeable individual to join our team as a New Accounts/Client Services Representative III (Universal Banker III). In this role, you will play a vital part in opening new consumer and basic business accounts while providing exceptional service to our valued clients.

Why Join Us?

Dynamic Sales Environment: As an integral part of our team, you will actively cross-sell our comprehensive range of banking products and services. By leveraging your expertise, you will recommend suitable solutions to meet our customers' financial needs, ensuring their utmost satisfaction.

Growth and Professional Development: We value our employees' growth and believe in fostering a learning culture. You will have the opportunity to collaborate with various business lines within the bank, identify sales opportunities, and contribute to our overall profitability and branch goals.

Client-Centric Approach: Our success lies in building strong client relationships. By providing expedient and courteous service, you will create a positive and memorable experience for our clients, earning their trust and loyalty.

Compliance and Excellence: We prioritize compliance with all banking regulations and maintain the highest standards of excellence in our operations. You will work in an environment that values integrity, professionalism, and adherence to policies and procedures.

Key Responsibilities:

• Sales and New Accounts: Utilize your exceptional interviewing and profiling skills to recommend suitable banking products and services to customers. Actively seize all sales opportunities, cross-selling to new and existing clients, and referring them to appropriate staff and partners. Your contribution will directly impact our bank's profitability and goals.
• Collaborative Approach: Foster effective partnerships with other business lines within the bank to identify sales opportunities and provide an outstanding customer experience. Your teamwork and communication skills will be vital in delivering comprehensive financial solutions to our clients.
• Branch Operations: Stay up to date with relevant New Account laws, procedures, and documentation requirements. Process teller transactions with accuracy and efficiency while maintaining excellent balancing records. You will be an integral part of our branch operations, ensuring smooth and compliant processes.
• Exceptional Service: Showcase exemplary customer service skills by providing expedient and courteous assistance to clients both in person and over the phone. Actively listen to customers, maintain a positive attitude, and go the extra mile to exceed their expectations. Retaining "at-risk" customers and creating memorable moments will be key to your success.
• Qualifications: A minimum of 2 years of banking teller experience is required, along with expertise in opening consumer and basic business accounts. Strong customer relations skills, excellent judgment, and proficiency in Word, Excel, Outlook, and banking programs are essential.

Join our team and be a part of a dynamic banking environment where your expertise and dedication will make a significant impact on our clients and our organization's success. Apply today to embark on an exciting new chapter in your banking career!

Job Type: Full-time

Pay: $22.05 - $26.95 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Experience level:

• 2 years

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Napa, CA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Banking/teller: 2 years (Required)
• Customer service: 2 years (Required)
• opening consumer accounts: 1 year (Preferred)
• opening business accounts: 1 year (Preferred)

Work Location: In person

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