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Sr. Universal Banker
| Company | Mechanics Bank |
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| Location | Santa Barbara, CA, USA |
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| Salary | $21 – $28 |
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| Type | Full-Time |
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| Degrees | Associate’s |
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| Experience Level | Senior |
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Requirements
- High School Degree or GED required.
- Minimum of 2 years bank operations and sales experience required.
- Excellent interpersonal skills, attention to detail, and customer service.
- Ability to work independently and collaborate effectively as a team member.
- Ability to make decisions and review and approve other employee decisions.
- Extensive knowledge of Bank deposit products and services.
- Thorough knowledge of Bank’s standard loan products.
- Knowledge of small business and consumer credit principles and practices.
- Extensive knowledge of alternative Bank services and products and vendor provided products.
- Ability to persuade, including the value and benefits of using the Bank’s services and products.
- Knowledge of applicable Federal and State banking regulations.
Responsibilities
- Represents the Bank and its products and services with pride and enthusiasm.
- Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail branch.
- Receives, processes and closes consumer loan and small business loan applications and reviews loan packages for required documentation.
- Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues.
- Provides teller line support and performs routine teller transactions as needed.
- Reviews client transactions for red flags and fraudulent items.
- Maintains compliance with established internal operational standards and Federal and State regulations.
- May lead and direct the activities of Customer Service Representatives and other Universal Bankers.
Preferred Qualifications
- Notary license preferred.
