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Universal Banker

Company: OneWest Bank
Location: La Quinta
Posted on: January 12, 2022

Job Description:

CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at /about.Universal Bankers at OneWest Bank (OWB) build strong relationships with customers by providing guidance and navigating them toward solutions that meet their financial needs. The Universal Banker builds customer relationships that embody OneWest's culture of delivering exceptional service by focusing on "One Customer at a Time."Key Responsibilities:Dedicates time to engage customers in meaningful conversation to understand customer's financial needsUtilizes contact management system by notating what was learned both financially and personally and will continue to build on customer relationships through follow-upLeverages OWB's resources to support customer relationshipsNavigates customers by recommending and aligning financial solutions with OneWest Bank products and servicesExpands knowledge of OWB's standards and culture in order to make appropriate suggestions for fulfilling customers' needsGuides customers through more complex financial needs such as buying a home, funding retirement, and operating a small businessProcesses basic transactions and guides customers to new technologies for their convenience and preferencesMay be required to manage a cash drawerQualifications: Experience in leveraging resources such as technology channels, lending, business banking, and investments as well as aligning products and servicesExperience in reviewing and analyzing customer information to identify needs and create solutionsMust have high competency in the banking industry, banking channel, and productsMust be able to manage and process information through a contact management systemHigh school diploma or equivalentCIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here:Pay Transparency NoticeEEO Law PosterEEO Supplemental Poster

Keywords: OneWest Bank, La Quinta , Universal Banker, Other , La Quinta, California

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