Banking Center Pro: Relationships, Accounts & Service

Colonial Group; Baton Rouge (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Colonial Group in Baton Rouge seeks a Universal Banker to deliver high-quality customer service, handle transactions, and assess customer needs for relationship-building and sales opportunities. The role focuses on meeting branch sales goals while maintaining compliance and confidentiality.

The Universal Banker will assist in daily operations, support deposit and loan product awareness, and nurture client relations to expand existing accounts and referrals.

Qualifications

• Minimum 2 years of personal banking or teller experience with emphasis on customer service.
• Understand basic bank deposits, lending products, and services to open accounts or refer to specialists.
• Excellent customer service and communication skills.
• Relationship building, collaboration and teamwork.
• Problem solving and new account opening training.

Responsibilities

• Serve as the customers' first point of contact, handling total financial service needs and referrals.
• Process transactions, promote new accounts, provide customer service, and refer to specialists.
• Support sales objectives by cross-selling bank products.
• Assist management with daily transactions, reporting, and resolving customer inquiries.

Skills

Customer service

Sales

Relationship building

Cross-selling

Teamwork

Education

High School Diploma or GED

Job description

Colonial Group in Baton Rouge seeks a Universal Banker to deliver high-quality customer service, handle transactions, and assess customer needs for relationship-building and sales opportunities. The role focuses on meeting branch sales goals while maintaining compliance and confidentiality.

The Universal Banker will assist in daily operations, support deposit and loan product awareness, and nurture client relations to expand existing accounts and referrals.