Job Details

Health Benefits and 401k!

This Jobot Consulting Job is hosted by: Jennifer Whitworth

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Salary: $25 - $27 per hour

Join a well-established, community-focused specialty bank serving local businesses and professionals throughout California. This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities.

Job Title: Universal Banker

Salary: $25 - $27/hour, based on experience

Location: San Luis Obispo, CA

• Medical, dental, vision, and life insurance plans
• Weekly pay
• 40 hours of paid sick time
• Access to a 401(k)

We are seeking a customer-focused Universal Banker who is comfortable handling teller transactions while also supporting new account openings and lending-related activities. This role is ideal for a banker who thrives in a relationship-driven environment and enjoys variety in their day-to-day responsibilities.

Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships.

Key Responsibilities

Teller Responsibilities

• Process customer deposits, withdrawals, and loan payments accurately
• Issue cashier's checks, money orders, and currency orders
• Balance cash drawers and maintain accurate transaction records
• Provide professional, high-quality customer service and resolve routine inquiries

Universal Banker Responsibilities

• Open and maintain personal and business deposit accounts
• Support lending activities, including gathering documentation and providing product information
• Perform teller transactions as needed to support branch operations
• Identify opportunities to recommend appropriate bank products and services based on customer needs
• Ensure compliance with all banking regulations, policies, and procedures

Qualifications

• One or more years of banking, financial services, or high-touch customer service experience preferred
• Experience opening deposit accounts and supporting loan documentation strongly preferred
• Strong attention to detail and ability to manage multiple priorities
• Professional communication style with a relationship-first mindset
• Comfortable working independently in a low-transaction branch environment
• Ability to handle cash transactions accurately
• Ability to pass a pre-employment background check

If this sounds like a great fit, apply online or send your resume directly to ...@jobot.com!

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