Universal Banker III Salary at Open Bank BETA

**PRIVATE BANKING OFFICER II** **WHAT IS THE OPPORTUNITY?** Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. **What you will do** + Risk Management/Compliance + Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reve

Position Details Business Banking Officer A Business Banking Officer is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estate loans to $2 million and all government loan programs. What You Will Be Doing Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed annual production goals Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network Developing and implementing a marketing plan to increase loan referrals from outside ref

Rotates and splits time between the teller line and platform to control the flow of traffic during peak times depending on where help is most needed. Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts. Cultivates a robust customer-focused bank culture with a commitment to create a value-added positive customer experience that leads to increased satisfaction and sales. Develops and maintains account relationships with a high level of professionalism that meets and exceeds customer expectations by efficiently handling opening and closing of accounts, servicing accounts, and contacting clients regularly. Identifies sales, cross-selling, and referral opportunities by conducting an accurate, thorough customer assessment that determines financial expectations, needs, and goals. Uses a demonstrated commitment to operational integrity, policies, procedures, and banking regulations to ensure that compliance

Banking Specialist Sr The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center. Key Responsibilities and Duties Promotes the organization's banking financial services suitable for the client based on profiling, identifying client's needs, and partnering with specialists throughout the enterprise. Understands client's needs and assists them with a full range of expanded

The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) + Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. + Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. + Provide exceptional service delivery to our internal and external customers to reso

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) + Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. + Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. + Provide exceptional service delivery to our internal and external customers to resolve a

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) + Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. + Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. + Provide exceptional service delivery to our internal and external customers to resolve a

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) + Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. + Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. + Provide exceptional service delivery to our internal and external customers to resolve a