Banking Center Pro: Accounts & Customer Service

Clear Destination Inc.; Metairie (LA); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Clear Destination Inc. is seeking a Universal Banker to provide high-quality customer service while handling transactions and needs assessment.

You will open new accounts and pursue sales goals with enthusiasm, building lasting relationships with customers in a busy banking center. The role requires a high school diploma, at least 2 years of personal banking or teller experience, and solid knowledge of deposits, lending products, and services.

Qualifications

• Strong customer service and communication skills.
• Experience building relationships to meet sales goals.
• Ability to solve problems and handle multiple tasks.
• Teller systems training and new account processing experience.

Responsibilities

• Serve as the first point of contact for customers and identify financial service needs.
• Perform transaction processing and assist with new account openings.
• Support sales objectives by cross-selling bank products and referring customers to specialists.
• Assist management with daily banking center operations, reporting, and issue resolution.
• Uphold bank policies and regulatory requirements while maintaining confidentiality.

Skills

Customer service

Relationship building

Problem solving

Teller experience

Education

High School Diploma or GED

Job description

Clear Destination Inc. is seeking a Universal Banker to provide high-quality customer service while handling transactions and needs assessment.

You will open new accounts and pursue sales goals with enthusiasm, building lasting relationships with customers in a busy banking center. The role requires a high school diploma, at least 2 years of personal banking or teller experience, and solid knowledge of deposits, lending products, and services.