Banking Experience Lead: Customer Service & Cross-Sell Pro

Gulf Coast Bank and Trust Company; Covington (LA); On-site; USD 36,000 - 54,000; Full time

Job summary

Gulf Coast Bank and Trust Company seeks a Universal Banker to provide quality, accurate, and timely customer service while processing financial transactions and informing clients about products, services and benefits. The role involves cash handling, check evaluation, and cross-selling, with emphasis on meeting regulatory requirements and delivering excellent customer service to all bank customers.

Responsibilities include opening accounts, processing deposits and withdrawals, and proactively

Qualifications

• High School diploma or equivalent.
• Excellent verbal communication and math skills.
• Strong sales skills and open to culture of customer needs-based selling.
• Proficient with technology.
• Trustworthiness and the ability to act with integrity.
• Thorough understanding of customer service.

Responsibilities

• Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
• Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• Prepares, verifies, and issues cashier’s checks, bank money orders, etc.
• Balances all monies in cash drawers at the end of shifts; counts cash and official items daily.
• Maintains a work area that ensures the safety of negotiables and confidential records.
• Conduits all credit and debit transactions, ensuring regulatory requirements are met.
• Keeps cash supply and maintains secure teller area; follows security policies.
• Verifies Night Depository envelopes and logs.
• Opens checking/savings accounts and cross-sells products; profiles clients to identify financial needs.
• Explains product benefits and requirements to clients.
• Cross-sells and refers to other lines of business; assists in client onboarding and campaigns.
• Delivers excellent customer service to all bank customers.
• Performs additional duties as assigned.

Skills

Verbal communication

Mathematical skills

Sales ability

Technology proficiency

Integrity

Customer service

Education

High School diploma or equivalent

Job description

Gulf Coast Bank and Trust Company seeks a Universal Banker to provide quality, accurate, and timely customer service while processing financial transactions and informing clients about products, services and benefits. The role involves cash handling, check evaluation, and cross-selling, with emphasis on meeting regulatory requirements and delivering excellent customer service to all bank customers.

Responsibilities include opening accounts, processing deposits and withdrawals, and proactively