Client-Focused Banker: Transactions & Accounts Expert

Gulf Coast Bank & Trust; Metairie (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Gulf Coast Bank & Trust in Metairie, LA is seeking a Universal Banker to provide quality customer service while processing financial transactions and offering information about bank products and benefits.

The role includes opening and maintaining accounts, cross-selling services, and ensuring compliance with regulatory requirements. Strong communication, math skills, and a customer-focused sales approach are essential.

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.
• Accepts deposits, confirming accuracy of transaction.
• Performs additional duties as assigned to ensure customer satisfaction and accurate records.
• Cross-sells and makes referrals to other lines of business to generate new business.
• Ensures regulatory requirements are met timely, including CTRs and other compliance tasks.
• Balances cash drawers and maintains transaction logs and inventory counts.

Education

High School diploma

Job description

Gulf Coast Bank & Trust in Metairie, LA is seeking a Universal Banker to provide quality customer service while processing financial transactions and offering information about bank products and benefits.

The role includes opening and maintaining accounts, cross-selling services, and ensuring compliance with regulatory requirements. Strong communication, math skills, and a customer-focused sales approach are essential.