Brookhaven Universal Banker I

BankPlus; Brookhaven (MS); On-site; USD 36,000 - 48,000; Full time

Job summary

BankPlus in Brookhaven, MS is seeking a Relationship Banker who will build strong customer relationships by delivering excellent service and recommending appropriate banking products. You will process transactions accurately and educate customers on digital solutions.

The role requires cash handling, loan and deposit product knowledge, and the ability to cross-sell while maintaining regulatory awareness. You will assist with ITM usage, balance cash recyclers, and support marketing efforts

Qualifications

• Bachelor's degree OR two years of similar work experience.
• Six months cash handling experience.
• Proficient with Microsoft Office; Excel, Word, Outlook.
• Excellent verbal and written communication.
• Willing to work outside regular hours.
• Ability to handle multiple tasks.

Responsibilities

• Maintains strong relationships with customers and projects a positive professional image of BankPlus.
• Sells and cross-sells bank products by assessing customer needs and product benefits.
• Performs relationship banker transactions accurately and efficiently.
• Educates customers on ITM and digital solutions such as mobile and online banking.
• Ensures ITM and cash recyclers are balanced and maintained.
• Opens deposit accounts and completes account servicing tasks as requested.
• Supports marketing efforts and engages in outside customer calls.
• Participates in community activities to generate new customer leads.
• Maintains knowledge of bank products, policies, and regulatory issues and completes compliance training.

Skills

Sales

Service

Cash handling

Microsoft Office

Verbal communication

Written communication

Multi-tasking

Customer service

Education

Bachelor's degree

Two years experience in similar environment

Tools

Excel

Word

Outlook

Job description

General Position Scope:

Responsible for building and strengthening customer relationships by providing excellent service and ensuring the customer's needs are met by evaluating and recommending the most appropriate bank products and services. Responsible for processing relationship banker transactions in a prompt and courteous manner.

Duties and Responsibilities:

• Maintains strong working relationships with internal and external customers and projects a positive and professional image of BankPlus.
• Possesses sales and service skills with a focus on loan, deposit, and cash management products.
• Performs relationship banker transactions accurately and efficiently, including issuing relationship banker/official checks, processing collection items, or other transactions not processed using the ITM, according to BankPlus procedures.
• Assists and educates customers on the use of the ITM to handle daily transactions, if necessary.
• Ensures that ITM and cash recyclers are balanced and maintained in an accurate manner, as needed.
• Opens various deposit accounts and completes account servicing transactions, as requested by customer.
• Educates customers on emerging banktechnology and digital solutions such as mobile and online banking.
• Sells and cross-sells bank products to new and established customers by assessing the customer's needs and being knowledgeable of the features and benefits of the products.
• Works in DecisionPro and obtains NMLS number, as determined by level of training and management.
• Ensures the completion of accurate consumer loan applications (including CreditPlus loans) and accepts customer paperwork for loan products.
• Processes check orders as requested by customer.
• Closes customer accounts as necessary following established Bank procedures.
• Processes wire transfer requests, issues stop payments and processes ACH returns.
• Assists customers requesting access to safe deposit box.
• Supports BankPlus marketing efforts including volunteer support and engages in outside customer calls.
• Participates in the bank's High-Rewards Connections Program and makes referrals to the Mortgage Center and Wealth Management.
• Participates in community activities that may generate new customer leads.
• Maintains a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adheres to the Bank's standard of conduct.

Position Requirements:

• Bachelor's degree OR
  • Two (2) or more years' experience in a similar or professional work environment
  • Six (6) months cash handling experience
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
• Excellent verbal and written communication skills
• Work outside of regular business hours, as deemed necessary.
• Ability to handle multiple tasks.