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Universal Banking Officer I (Sales & New Accounts) - 40 hours Kings Beach Bilingual Spanish

Job Description

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.
 
 
Position Summary
 
The person in this position must be able to speak Spanish.
 
Provides coaching and direction to Universal Bankers in both sales and service activities including lobby management practices.  Responsible for servicing transactions, performing needs assessments and opening new accounts.  Supports the Branch Manager as an Officer-in-Charge in their absence.

Essential Job Functions
 
1.         Officer-in-Charge and covers for branch manager in their absence.
2.         Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the branch. (The time spent performing sales service or customer transactions will be determined by the needs of the branch)
3.         Responsible for a broad range of complex activities in the branch including transaction processing, new account sales, customer servicing and referral generation.
4.         Establishes, maintains, and deepens relationships with banking center customers to achieve branch performance goals and provide excellent customer service.
5.         Adapts to the needs of the branch and focus on any promotional activities and enhancing the customer experience
6.         Assists the branch management with day-to-day transactions (including but not limited to approving transactions, preparing reports, etc.)
7.         Supports the branch manager in the selection, hiring and training of branch staff and provides staff performance evaluation feedback.
 

Job Requirements

Job Specifications
 
Education
Required Education or Equivalent Experience
 
•         High School Diploma or GED
  • Bachelor’s Degree Preferred
 
 Required Experience
  • Years of functional/professional experience: Minimum of 5 years of experience. Seasoned professional with knowledge and expertise in completing complex transactions.
 Administrative/Technical Skills/ Other Information
  •  Excellent knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists partner
  • Excellent customer service skills that includes good verbal and written communication
  • Relationship building, collaboration and teamwork
  • Problem Solving skills
  • MMCRM, Touchpoint Teller and Systems Training and new account opening
Level Supervised
  • none
The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
 
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.   Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
 
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

•LI-EP1  

Job Snapshot

Employment Type Full-Time
Job Type Sales, Banking
Education High School
Experience At least 5 year(s)
Manages Others Not Specified
Industry Other Great Industries
Required Travel Not Specified
Job ID 027041
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Universal Banking Officer I (Sales & New Accounts) - 40 hours Kings Beach Bilingual Spanish


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