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| Opus Bank | |||||
| Senior Client Experience Professional | |||||
| Job Number | 2790949 | ||||
| Category | Banks | ||||
| Location | Carlsbad CA 92008 US | ||||
| Posted Date | |||||
| Salary | |||||
| Type | PERMANENT/FULLTIME | ||||
| Level | |||||
| Description | |||||
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Client Experience Professional Job Description Opus Bank is searching for a highly motivated self-starter to work in a dynamic retail banking environment. This challenging position will effectively meet the financial needs of our clients by providing quality products and excellent client service. Responsibilities include: Process client transactions, open deposit accounts, cover vault area, effectively refer products and services, and in compliance with regulatory requirements, bank operations and security procedures. Develop an understanding of the Banks goals, philosophy and how they relate, receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement, negotiability and check hold requirements, and enter transactions via on-line terminal. Answer questions of a general nature for clients regarding their accounts, keep informed of new programs, service and accounts and changes in policies and procedures, reconcile the cash drawer, and accomplish bank sales goals by referring clients to bank products. Model company core values and service standards, present a professional, positive image that reflects well on the individual and the organization. May perform other duties as assigned. Qualifications The ideal candidate will have: High school diploma or a general education degree (GED). 2+ years of banking and client service experience or equivalent combination of education, experience and demonstrated ability. Able to recognize and refer sales opportunities, establish rapport when handling client inquiries and transactions. Able to handle professionally high client traffic and constant interruptions. Proficient in Microsoft Outlook, Word, and Excel. It is the policy of Opus Bank to seek and employ qualified personnel at all locations, job sites, and facilities, and to provide equal employment opportunities for all applicants and employees in recruiting, hiring, placement, training, compensation and benefits, promotion, transfer, and termination. To achieve this, Opus Bank will take affirmative action to employ and advance in employment qualified individuals without regard to race, color, religion, religious dress practice, religious grooming practice, creed, sex, national origin, age, disability, marital status, pregnancy, sexual orientation, citizenship, gender identity, or veteran status. Moreover, Opus Bank will administer all personnel actions without regard to race, color, religion, religious dress practice, religious grooming practice, creed, sex, national origin, age, disability, marital status, pregnancy, sexual orientation, citizenship, gender identity, or veteran status and base all such decisions on valid job requirements. Opus Bank will ensure that applicants and employees are informed of the contents of its policy statement. Employees and applicants shall not be subject to unlawful harassment. |
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