Universal Banker I - Chinatown

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Hourly
Rate:
Range $17.00 - $23.00
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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life insurance
short-term disability insurance
long-term disability insurance
Paid Time Off

Job Description

Lakeside Bank is a reputable financial institution known for its commitment to delivering high-quality banking services and fostering strong relationships within the communities it serves. Operating as a retail bank, Lakeside Bank provides a wide array of financial products and services designed to meet the diverse needs of its customers, ranging from personal banking and lending to business financial solutions. With a focus on customer satisfaction and community involvement, Lakeside Bank has established itself as a trusted name in banking, consistently striving to offer innovative and comprehensive financial solutions that empower customers to manage their finances effectively.

The Unive... Show More

Job Requirements

  • high school diploma or equivalent
  • two or more years of retail bank experience including sales and cash handling
  • ability to speak Cantonese and Mandarin preferred
  • strong math skills
  • good oral communication skills
  • self-motivated with customer service sales skills
  • computer proficiency
  • attention to detail and accuracy
  • ability to maintain an organized workstation
  • availability to work Monday to Friday 8:00 am to 5:00 pm and Saturdays 9:00 am to 1:00 pm
  • ability to lift and/or move up to 25 pounds

Job Qualifications

  • High school diploma or equivalent
  • two or more years of retail bank experience including sales and cash handling
  • ability to recognize the customer's needs and suggest the best product/service
  • attention to detail and accuracy in all transactions
  • good oral communications
  • ability to adapt and embrace policy and procedure changes
  • self-motivated individual with customer service sales skills
  • computer skills required
  • strong math skills required
  • ability to keep his/her workstation neat, organized and fully stocked on a daily basis
  • able to coach/mentor all tellers on effective referral skills through product definition (benefits and features)

Job Duties

  • Sells or participates in the selling of bank products and services following established guidelines and procedures
  • promotes additional business from existing customers
  • identifies customer needs, explains product features in terms of benefit to the customer and recommends the product or service which best meets the customer’s needs
  • provides basic information and answers customers’ inquiries concerning bank products and services
  • exhibits strong working knowledge of all retail bank products and of general banking terms in order to provide the customer with a clear and accurate explanation of account parameters as outlined in our Consumer Disclosure
  • attendance is a requirement of the position
  • provides courteous and efficient service
  • processes checking and savings transactions, cashes checks within the specified limits and policies, accepts loan payments
  • sells Personal Money Orders, and Cashier’s Checks, processes mail deposits, night depository deposits, ATM deposits and armored courier deposits as required
  • accepts and verifies loose and rolled coin from customers
  • is accountable to properly bag loose coin in appropriate dollar amounts for shipment to Main Cash Vault, collects appropriate coin counting fee from customers
  • processes transactions as a Drive-Up/Walk-Up Teller
  • maintains supplies and balances the ATM
  • counts, proves and packages currency according to established and accepted cash handling procedures (measurement through adjustments received from the Federal Reserve Bank and through observation from the Main Cash Vault)
  • balances cash drawer and accurately prepares Teller blotter
  • maintains cash drawer security at all times
  • maintains up-to-date knowledge of products offered as well as basic features and benefits
  • researches and resolves routine account problems or errors
  • investigates files, documents, or reports on transaction to determine the problem and cause of action
  • authorizes overdrafts, approves checks for cashing and processes transactions within established limits
  • performs file maintenance for commercial and retail customers in accordance with branch operations procedures
  • takes request for check orders and debit cards and re-orders
  • accepts and performs wire transfers in accordance with bank operations policy and authority limits
  • understands branch’s retail goals, his/her individual goals and achievement
  • develops ideas to promote new business and increase customer base
  • may assist with handling teller transactions, including balancing currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed
  • follows bank and regulatory policies and procedures
  • performs other duties as assigned or required

Job Location

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