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Universal Banker
Zions Bancorporation
San Diego, CA, United States
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Description
Universal Banker - San Diego / Golden Triangle #040465
California Bank and Trust, a division of ZB NA, is a leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, is currently seeking a Universal Banker to Perform Financial banking services for new and existing customers.
California Bank & Trust prides itself on creating California’s best banking relationships and to do this we must continue to build a team of intelligent contributors who can add value to our clients’ businesses and build deep roots in the communities we serve.
Position Responsibilities:
• Performs full service banking services to new and existing customers within the branch, with a primary focus on sales and service.
• May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
• Responsible to resolve customer service issues.
• Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
• Responsible for individual sales and referral goals and assist with meeting branch targets.
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
• Perform other related duties as assigned.
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Qualifications
• High School diploma or equivalent and 2+ years’ experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
• Previous experience in a financial sales representative oriented role preferred.
• Working knowledge of mathematical calculations and standard banking products, services and transactions.
• Strong knowledge of all retail products and services. Basic knowledge of consumer lending applications.
• Strong customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.
• Strong mathematical, problem-solving and negotiation skills.
• Strong interpersonal & relationship building skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.
Benefits:
• Health/ Dental /Vision plan
• 401 k plan with up to 5 % matching – no waiting period for new employees
• Competitive pay commensurate with experience
• Promotional Opportunities
• Stable Employer
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