Senior Universal Banker (Bilingual Chinese Preferred)

Position Overview

EverTrust Bank is looking for a Senior Universal Banker to drive sales, deliver excellent customer service, support daily branch operations, and provide leadership to the team. This role focuses on building client relationships, identifying financial solutions, processing transactions, and ensuring compliance with bank policies and regulations, while also coaching team members and supporting branch management.

Essential Duties and Responsibilities

• Demonstrates superior sales techniques to uncover customer needs and match the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
• Demonstrate operational excellence by helping the branch to achieve satisfactory risk assessments and audits.
• Provides a variety of transactions for customers, including typical consumer transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, etc. while seeking opportunities to develop customer relationships and identify sales opportunities; utilize basic sales techniques to deepen existing customer/prospect relationships.
• Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or banking center events.
• Proficient in products and services offered by EverTrust Bank and able to utilize knowledge to identify other cross-selling opportunities and to refer existing customers and prospects to Business Banking, Cash Management, Residential Mortgages and/or other E-Banking products.
• Participates in other marketing initiatives.
• Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing/Administration to Operations Administration to resolve issues pertaining to ATM, Card issuance, Reconcilement, Potential Fraud or other customer problems.
• Maintains compliance with Federal and State regulations as well as adhere to Bank's policies and procedures at all times. Meeting and/or exceed branch evaluation requirements.
• Provides flexibility of coverage at other branches as needed.
• Demonstrate leadership behaviors including but not limited to coaching other Universal Bankers.
• Provide support to Branch Manager and Customer Service Manager in the day-to-day operations and leadership of the branch operations; owning the customer and banker experience by helping to resolve issues; effectively handle escalated customer issues; proactively offering to help the team and customers; brainstorm on solutions.
• Other duties as required.

Qualifications

• Education: High School Diploma or GED Required associate or bachelor’s degree preferred.
• Experience: 3+ years of financial services or banking and/or supervisor experience or 1+ years of experience as a Universal Banker.
• Possesses strong sales, interpersonal, organizational, and time management skills.
• Previous cash handling and customer contact experience is required.
• Proficiency in Microsoft Office (OUTLOOK, EXCEL, and WORD) is required.
• Strong knowledge of small business, mortgages, and lending service a plus.

Job Skills/Knowledge:

• Must have working knowledge with Operational Regulations such as, but not limited to CC, D, DD, and E
• Self-motivated and demonstrated success achieving sales
• Passion for customer service and helping people
• Ability, motivation and preference to succeed in a goal-driven environment
• Superior customer relationship building
• Demonstrated Ability to maintain and balance a cash drawer
• Success in making outreach calls to consumer or business customers and/or prospects
• Decision-maker with excellent interpersonal skills
• Strong commitment to personal growth, learning and success.
• Demonstrated ability to interact with customers, partners, vendors and team members in a professional and personable manner
• Detailed oriented and ability to follow and enforce established policies and procedures
• Leadership and coaching ability

PHYSICAL DEMANDS/WORKING CONDITIONS

• Ability and desire to travel to multiple branch locations from designated home base as required.
• Typical office environment / working conditions. Ability to lift and carry up to 25 pounds.
• May require working in a standing position for continuous periods of time.

Job Type: Full-time

Pay: From $24.04 per hour

Application Question(s):

• Will you now or in the future require the company to sponsor your employment authorization (e.g. H1-B, TN, E-3, or other employer-sponsored status)?
• Do you speak any other languages besides? If so, please list them along with your fluency level.
• What is your expected compensation range? Please specify.
• Are you available to work onsite at our designated location (333 E Main St, Alhambra, CA 91801), Monday through Friday from 8:45 AM to 5:30 PM?

Education:

• High school or equivalent (Required)

Experience:

• Banking (Retail Branch) : 1 year (Preferred)

Work Location: In person