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Company (NYSE: Company) was born in 1908 when Henry Ittleson found a new way to make financing available to businesses in St. Louis, Missouri. Soon Company was forging paths across the country, into Canada and overseas. But time and experience have produced innovations unimagined a century ago. True to its pioneering legacy, Company remains an agent of opportunity, providing new resources and fresh perspectives to over one million clients across thirty industries around the globe.
Company is a financial holding company. It provides financing, leasing and advisory services principally to middle market companies across more than 30 industries primarily in North America, and equipment financing and leasing solutions to the transportation sector. It also offers products and services to consumers through its Internet bank franchise and a network of retail branches in Southern California, operating as OneWest Bank, a division of Company Bank, N.A.
For more than 100 years, Company has steadily innovated, providing carefully tailored financing solutions to meet the needs of a changing global economy. Along the way, Company continually redefined what it means to be a financing partner, providing ideas as well as capital to build businesses – and relationships – that have endured for decades.
The primary function of the Universal Banker is to build strong relationships with OneWest customers by providing guidance and navigating customers toward solutions that meet their needs in an environment that is large enough to fulfill our customer needs but small enough to maintain OneWest's culture of exceptional service.
Builds customer relationships that embody OneWest's "One Customer at a Time" standard by providing value added guidance
Dedicates time to engage customers in meaningful conversation to understand customer needs
Utilizes contact management system by notating what was learned both financially and personally which will continue to build on customer relationships through follow up
Leverages OneWest Bank’s resources to support customer relationships
Navigates customers by recommending financial solutions with OneWest Bank products and services
Expands knowledge of OneWest Bank standards and culture in order to make appropriate suggestions for fulfilling customers' needs
Guides customers through more complex financial needs such as buying a home, funding retirement, and operating a small business
Processes basic transactions and guides customers to new technologies for their convenience and preferences
May be required to manage a cash drawer
High School Diploma or GED required
Experience in leveraging resources such as technology channels, lending, business banking, and investments as well as aligning products and services
Experience in reviewing and analyzing customer information to identify needs and create solutions
Must have high competency in the banking industry, banking channel, and products
Must be able to manage and process information through a contact management system
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