Universal Banker (Santa Clarita, CA )

Mission Valley Bank
Santa Clarita, CA Full Time
POSTED ON 9/10/2022 CLOSED ON 10/21/2022

What are the responsibilities and job description for the Universal Banker (Santa Clarita, CA ) position at Mission Valley Bank?

Are you seeking a fun, collaborative and dynamic environment where your contributions as a Universal Banker will be recognized? If the answer is yes, apply to become a member of Mission Valley Bank's valued, talented and proven team, dedicated to service excellence.

Our Universal Bankers (Santa Clarita, CA) are professional, friendly, provide excellent customer service, and possess excellent communication skills. You must love people to identify and offer new bank products and services, be detail oriented and accurate with counting and balancing. You must love people and numbers to provide high-level client service support to internal and external client inquiries.

Essential Duties and Responsibilities

  • Work with MVB's Team to foster superior customer service and efficient bank operations.
  • Build relationships with customers in order to cross-sell other products and services by suggesting bank products and service to current and prospective customers that fit their needs.
  • Performs teller functions in accordance with policies, procedures and compliance. Consistently balance teller window timely and balance cash to General Ledger. Investigate and resolve all cash drawer discrepancies.
  • Balance vaults-maintain appropriate cash levels.
  • Assist customers in opening new accounts. Provides detailed product information to customers and prospective clients.
  • Assist customers with routine account-related requests such as funds transfers, wire transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about checking and savings account transactions, inquiries about funds availability, inquiries about debit card usage limits and check verification request by third parties. Maintain confidentiality at all times.
  • Comply with procedures for opening and closing of operations including alarm and door duties (including testing).
  • Enforce dual control procedures at all times.
  • Follows cash control procedures.
  • Maintain a clean and organized office and ensure that employees do the same on a daily basis.
  • Maintain monthly branch efficiency logs.
  • Assist with branch Audits to insure ongoing adherence with compliance procedures.
  • Maintain knowledge and develop expertise for the smart safe and other vaulted customers to act as a liaison between those customers and the branch manager.
  • Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type; support a diverse workforce and affirmative action.
  • Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
  • Bring any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer.
  • Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
  • Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.
  • Other duties as assigned.

Basic Requirements

  • Associate degree preferred or related work experience required.
  • Minimum of 5 years of experience in banking branch operations with knowledge of banking regulations.
  • Experience in new commercial accounts and customer service required.
  • Complete knowledge and understanding of bank operations, policies and procedures to include client issues.
  • Excellent written and communication skills, including the ability to deal professionally with issues, problems, and questions.
  • Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
  • Ability to interact with all levels of clients, staff, and management.
  • Requires the ability to exercise independent judgment and employ basic reasoning skills.
  • Ability to work independently with limited direction from supervisor.
  • Ability to work successfully in a deadline driven, team environment.
  • Excellent knowledge in MS Word, proficient in Excel, Outlook, preferable Fiserv.

About Mission Valley Bank
We are an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals. Launched in July 2001, headquartered in Sun Valley, CA, our organizers and founders are local business people and bankers who have worked in - and served - this community for many years. We understand the importance of developing and building strong relationships within the communities we serve, providing exceptional financial solutions and acting as Trusted Advisors to each of our clients.

Mission Valley Bank knows that being an outstanding bank requires both knowledge and delivering superior service to our customers. Every day we perform with an uncompromising commitment to the highest customer service standards. We seek talented and proven individuals who share these standards to join our team.


Physical Demands / Work Environment
This is primarily a sedentary position that requires extensive computer work. While performing the duties of this job, the employee is frequently required to stand; sit and use hands to type, reach with hands and arms and talk or hear. The employee is occasionally required to walk, stoop, and kneel. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
In the performance of the duties of this job the employee is required to travel, drive a motor vehicle, and communicate using telephone and e-mail. The noise level in the work environment is usually moderate.



Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply!

Mission Valley Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. We offer a competitive compensation and benefits package including a 401K plan. Mission Valley Bank will not reimburse for relocation.

Mission Valley Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Pre-employment background checks are required for all positions.

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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