Senior Universal Banker - Lancaster, CA

California Bank & Trust Lancaster , CA 93535

Posted 3 months ago

Sr Universal Banker Lancaster, CA # 042306

California Bank & Trust, a division of ZB, N.A., is a leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, and prides itself in creating California's best banking relationships. 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.

We are currently seeking a qualified Sr Universal Banker in Lancaster, CA. If you are ready to move your career forward and meet the qualifications below, you might be the person we're looking for!

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.

  • Leads or supervisors lower level staff.

  • Perform other related duties as assigned.

  • MUST HAVE a High School diploma or equivalent and 6 years of experience as a Universal Banker/Personal Banker or similar retail banking role. An equivalent combination of education and experience may meet qualifications.

  • Expert knowledge of mathematical calculations and standard banking products, services, and transactions.

  • Advanced knowledge of all retail products and services.

  • Advanced knowledge of consumer lending applications, processes, and procedures.

  • Excellent customer service, interpersonal and communication skills, both verbal and written.

  • Effective selling, cross-selling, and referral skills.

  • Excellent mathematical, problem-solving, and negotiation skills.

  • Ability to analyze customer credit data and other related financial information.

  • Excellent interpersonal & relationship building skills.

  • Strong attention to detail and time management.

  • Ability to lead or supervise lower level employees.

  • Proficient in basic computer skills.

  • Bi-lingual in Spanish is a bonus!

Benefits

  • Health / Dental / Vision benefits plan

  • 401 k plan with generous matching contribution

  • Competitive pay commensurate with experience

  • Promotional Opportunities & career growth

  • Stable Employer and a division of ZB, NA. Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

#LI-BJ


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