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Universal Banker

Jobot

San Luis Obispo, CA

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JOB DETAILS
SALARY
$25–$27 Per Hour
SKILLS
Bank Management, Banking Regulations, Banking Services, Business Banking, Customer Relations, Customer Support/Service, Detail Oriented, Financial Services, Health Plan, Legal, Life Insurance, Loan Documents, Loans, Maintain Compliance, Multitasking, Operational Support, Product Documentation, Record Keeping, Regulatory Compliance, Sales Management, Support Documentation, Vision Plan
LOCATION
San Luis Obispo, CA
POSTED
1 day ago
Health Benefits and 401k!

This Jobot Consulting Job is hosted by: Jennifer Whitworth
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $25 - $27 per hour

A bit about us:

Join a well-established, community-focused specialty bank serving local businesses and professionals throughout California. This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities.

Job Title: Universal Banker
Salary: $25 - $27/hour, based on experience
Location: San Luis Obispo, CA

Why join us?
  • Medical, dental, vision, and life insurance plans
  • Weekly pay
  • 40 hours of paid sick time
  • Access to a 401(k)


Job Details

We are seeking a customer-focused Universal Banker who is comfortable handling teller transactions while also supporting new account openings and lending-related activities. This role is ideal for a banker who thrives in a relationship-driven environment and enjoys variety in their day-to-day responsibilities.

Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships.

Key Responsibilities

Teller Responsibilities

  • Process customer deposits, withdrawals, and loan payments accurately
  • Issue cashier’s checks, money orders, and currency orders
  • Balance cash drawers and maintain accurate transaction records
  • Provide professional, high-quality customer service and resolve routine inquiries

Universal Banker Responsibilities

  • Open and maintain personal and business deposit accounts
  • Support lending activities, including gathering documentation and providing product information
  • Perform teller transactions as needed to support branch operations
  • Identify opportunities to recommend appropriate bank products and services based on customer needs
  • Ensure compliance with all banking regulations, policies, and procedures

Qualifications

  • One or more years of banking, financial services, or high-touch customer service experience preferred
  • Experience opening deposit accounts and supporting loan documentation strongly preferred
  • Strong attention to detail and ability to manage multiple priorities
  • Professional communication style with a relationship-first mindset
  • Comfortable working independently in a low-transaction branch environment
  • Ability to handle cash transactions accurately
  • Ability to pass a pre-employment background check

If this sounds like a great fit, apply online or send your resume directly to https://jobot.com/apply/universal-banker/1998423623?utm_source=Monster

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com