Client-Focused Banking Specialist: Accounts & Services

Clear Destination Inc.; Baton Rouge, Northern (LA, KY); Hybrid; USD 34,000 - 58,000; Full time

Job summary

Clear Destination Inc. seeks a customer-focused Universal Banker to serve as the first contact for customers, manage transactions, and assess financial needs. You will help open new accounts and cross-sell bank products to grow relationships.

Ideal candidates have at least 2 years in personal banking or teller roles with strong communication skills and a focus on confidentiality and compliance within banking regulations.

Qualifications

• High School Diploma or GED required.
• Minimum 2 years of prior personal banking or teller experience with emphasis on customer service.
• Knowledge of bank deposits, lending products, credit products and services to open accounts or refer customers to specialists.

Responsibilities

• Serve as the first point of contact for customers and assess financial service needs.
• Process transactions and support new account openings.
• Support sales objectives by cross-selling bank products.
• Assist branch management with day-to-day tasks and issue resolution.
• Maintain compliance with bank policies and regulations and protect client confidentiality.

Skills

Customer service

Relationship building

Problem solving

Verbal communication

Written communication

Cross-selling

Education

High School Diploma or GED

Tools

Banking software

Job description

Clear Destination Inc. seeks a customer-focused Universal Banker to serve as the first contact for customers, manage transactions, and assess financial needs. You will help open new accounts and cross-sell bank products to grow relationships.

Ideal candidates have at least 2 years in personal banking or teller roles with strong communication skills and a focus on confidentiality and compliance within banking regulations.