Client-Focused Relationship Banker

b1BANK in; Metairie (LA); On-site; USD 34,000 - 52,000; Full time

Job summary

b1BANK in Metairie, LA is seeking a Universal Banker to deliver high-quality customer service while handling transactions and assessing needs for new accounts.

You'll support credit functions, cross-sell bank products, and maintain relationships to help the branch meet sales goals, with emphasis on compliance with banking regulations and confidentiality.

Strong communication, problem-solving skills, and prior teller experience are highly valued for success in this role.

Qualifications

• High School Diploma or GED.
• 2 years of prior personal banking or teller experience with emphasis on customer service.
• Two years of loan experience preferred.
• Basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customers to specialists.
• Excellent customer service skills including verbal and written communication.
• Relationship building, collaboration and teamwork.
• Problem solving skills.
• Teller and systems training and new account opening.

Responsibilities

• Acts as the customers' first point of contact with the Bank, serving the customers' total financial service needs and contributing to the banking center's success.
• Handles a broad range of activities in the banking center including transaction processing and customer servicing.
• Supports sales objectives by selling and cross-selling bank products to expand and maintain existing relationships while processing transactions.
• Assists management with day-to-day transactions, including approving transactions, preparing reports, and resolving issues while responding to customer inquiries.
• Complies with bank policy and federal/state regulations; maintains knowledge of security policies and client confidentiality.
• Provides support to credit functions by updating loan data and assembling required documentation for loans; ensures proper loan file documentation and signatures.
• Responds to inquiries via telephone, electronic, and written channels; refers leads on loans, deposits, Treasury, brokerage, and other services.

Skills

Customer service

Sales cross-selling

Financial transactions

Relationship building

Problem solving

Communication

Teamwork

New account opening

Education

High School Diploma or GED

Job description

b1BANK in Metairie, LA is seeking a Universal Banker to deliver high-quality customer service while handling transactions and assessing needs for new accounts.

You'll support credit functions, cross-sell bank products, and maintain relationships to help the branch meet sales goals, with emphasis on compliance with banking regulations and confidentiality.

Strong communication, problem-solving skills, and prior teller experience are highly valued for success in this role.