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Job Number: 2175571

Job Title: Universal Banker

Location: Capitola, CA

Compensation: $20 - $22/hr. DOE

Job Title: Universal Banker

The Universal Banker will perform the full range of teller and new accounts transactions according to established procedures, you will provide dual control support, deliver excellent customer service, and be responsible for the sales and servicing of all bank products and services.


  • Performs routine teller transactions, and new account transactions and works directly with clients. Responsible for maintaining and balancing a cash supply for transactions performed
  • Provides comprehensive deposit services to individuals, fiduciaries, and small businesses in a retail office and promotes the full range of deposit products and services that best meets the client's needs.
  • Receives consumer loan applications and reviews loan packages for required documentation. Processes simple consumer loan packages and refers complex applications to qualified employees in the branch
  • Assists customers with account maintenance, online banking, mobile banking, and other complex account issues, and resolves concerns presented by clients.
  • Represents the Bank and its products and services with pride and enthusiasm. Senses and respond to customer needs. Identifies and pursues new or related customer opportunities for additional products and services. Provides quality referrals to business partners.
  • Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevent clients from becoming victims of fraud.
  • Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering, and regulatory compliance programs.
  • Keeps a clean, organized work area and a professional appearance. Completes required compliance training in a timely manner.
  • Participates in branch, Region, and Bank campaigns.


  • High School Diploma/GED required
  • 0-3 years of experience in banking
  • Excellent interpersonal skills and customer service
  • Excellent interpersonal skills, attention to detail, and customer service.
  • Ability to work independently and collaborate effectively as a team member.
  • Working knowledge of Bank deposit products and services.
  • Working knowledge of Banks' consumer loan products.
  • Basic knowledge of alternative Bank services and vendor-provided products.
  • Ability to persuade, including the value and benefits of using the Bank services and products.

Qualified candidates please submit your resume to and call to schedule an interview ASAP at (949) 345-5633. We have immediate openings.

About Nelson Connects:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson Connects can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for.

Pay Transparency: Nelson Connects provides pay transparency by placing salary ranges in all job postings in accordance with state and local regulations. We are committed to communicating pay clearly throughout the employment process.

California Fair Chance Act and Beyond: Qualified applicants with criminal histories will be considered for employment in accordance with applicable regulations. We will consider qualified Applicants for employment, 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, San Francisco Fair Chance Ordinance, and CA Fair Chance Act.

Temporary Associate Benefits Offered: Weekly benefits offered include Medical, Dental, Vision, HSA, EAP, Life/AD and D, STD, Commuter FSA, + state mandated benefits.

EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services, or any other classification protected by law.