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Universal Banker

Company: Workway
Location: Beverly Hills
Posted on: November 25, 2022

Job Description:

Workway BancForce is -a professional staffing firm, working with organizations across the country to place exceptional candidates. No matter what position within the organization, you'll experience tremendous professional satisfaction in an environment where they genuinely support and appreciate each other.
We are looking for a Universal Banker responsible for specific duties listed below.

Your specific duties will include:

  • Open new accounts for consumer and business by ensuring proper documentation and identification; maintains existing accounts of all types and closes account as needed.
  • Processes beneficial ownership and risk rating forms.
  • Provides quality customer services including servicing existing customers, answering inquiries, recommending solutions to customer problems, and ordering checks.
  • Maintains customer files in order and scans to core system.
  • Trains Client Service staff in opening new accounts and performing all new account desk functions.
  • Maintain strong client relationships through regular client contact.
  • Work collaborative and effectively with all departments to ensure appropriate solutions within the banks policy and procedures guidelines.
  • Performs other related duties as assigned by management.

    Specific qualifications for the -position include: -

    • High School Diploma or equivalent.

      Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway BancForce -can help you to put your best foot forward. Contact us today!

Keywords: Workway, Beverly Hills , Universal Banker, Other , Beverly Hills, California

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