Part Time Universal Banker (20 Hours), Cypress Branch
Location
Cypress, CA
Job Type
Full-time
Category
other-general
Posted
June 23, 2026
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Assist in basic account opening for existing customer
+ Provide service delivery to internal/external customers to resolve account service issues
+ Execute financial transactions in accordance with bank policies and procedures
+ Refer opportunities to segment partners where appropriate
+ Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
+ Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
+ Adhere to operational controls, including ...
**Responsibilities:**
+ Assist in basic account opening for existing customer
+ Provide service delivery to internal/external customers to resolve account service issues
+ Execute financial transactions in accordance with bank policies and procedures
+ Refer opportunities to segment partners where appropriate
+ Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
+ Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
+ Adhere to operational controls, including ...