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Budget Advisor

OneUnited Bank

This is a Full-time position in Los Angeles, CA posted June 9, 2021.

POSITION SUMMARY: Provides extraordinary customer service by processing basic transactions and handling customer inquiries and questions. May be asked to perform various sales activities such as cross-sell existing products and loan referrals. RESPONSIBILITIES AND ACCOUNTABILITIES – essential job functions include but are not limited to: – Serves customers at a window, processes a variety of customer transactions within approved limits, balances cash and transactions. – Receives commercial and individual checking deposits, verifies cash and endorsements, issues receipts either at the window or by mail. – Accepts checks for cashing or paying, verifies endorsements validity, availability of funds and makes changes. Refers large or unusual or questionable transactions to the supervisor. Receives savings and club deposits, pays withdrawals after verifying balances and signatures. – Receives mortgage, installment loan, cash reserve or any other payments, checking the due date. – Sells money orders, treasurer’s check, US savings bonds, and traveler’s checks. – Receives US savings bonds for payment. – Receives checks for certification. – Cross sells the banks services whenever possible. – Make concentrated effort to solve customer problems. – May perform related clerical functions such as filing signature cards, or typing duties as requested by the supervisor. MINIMUM QUALIFICATIONS: High School Diploma or GED required. Associate’s Degree or equivalent a plus. 2 years of cash handling and customer service experience in retail environment required. 1 year of banking experience a plus. The Bank is in full compliance with the Americans with Disabilities Act (ADA) and does not discriminate with regard to applicants or employees with disabilities, and will make reasonable accommodation when necessary. OneUnited Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status.