Energetic Universal Banker: Customer Focus & Growth

Bonvenu Bank; Shreveport (LA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bonvenu Bank in Shreveport, LA is seeking a Universal Banker who will serve as a primary contact for customers, handling everyday transactions, opening accounts, and recommending financial products.

The role blends teller, service, and sales duties; ideal candidates have banking experience, strong communication, a proactive sales mindset, and the ability to thrive in a fast-paced environment. Leadership is a plus for training and branch operations.

Qualifications

• 2+ years of Bookkeeping, Account Services or Universal Banking.
• 2+ years teller experience.
• 1+ year of customer service and opening of retail bank accounts.
• Ability to function in a high volume and fast paced environment.
• Analytically inclined.
• Excellent organizational skills.
• Developed communication skills allowing interaction with diverse groups.
• Ability to work independently.
• Ability to work under time pressure.

Responsibilities

• Excellent people skills with high energy level and passion for delivering outstanding customer service.
• Pro-active approach to offering digital products to customers. Advanced knowledge of all of the bank’s electronic delivery channels, to include: on-line and mobile banking set-up, treasury management products and services, as well as troubleshooting online/mobile banking issues for customers.
• Open new accounts and services. Prepare the necessary documentation and issue disclosures
• Maintain internal controls, obtain all required documentation to identify the customer and meet regulatory requirements
• Consult loan applicants and collect loan applications & financial documentation
• Assist customers with Individual Retirement Account services such as contributions and distributions. Open new IRAs and provide appropriate documentation
• Assist with additional services and products such as safe deposit box access, ATM and debit card requests, check orders, compromised accounts.
• Perform Teller duties as necessary including processing deposits, checks and payments, verifying cash and endorsements and issuing receipts. Count cash, balance transactions and teller drawer with a high level of accuracy
• Assist customers with Interactive teller machines
• Understand and review check endorsements and apply endorsement standards
• Make sound decisions based on level of authority, the risk of the transaction and customer expectations, assist employees with approval authority needs within individual authority guidelines.
• Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC)
• Setup/unlock online banking for customers
• Participate in community events to increase bank visibility and develop business opportunities.
• Identify the unmet needs of current and potential customers and offer appropriate products and services.
• Promote and provide information to customers on new and enhanced products, services, promotions, contests, etc.
• Promote and cross-sell exciting products and services to current and potential customers to include joint calls with other departments (i.e. investment center, loan referrals, etc.).
• Complete performance reviews and/or provide input for customer service representatives (CSR) and tellers
• Ensure all employees on-line training is current
• Ensure adequate staffing at branch, including approval of vacation requests
• Train employees on new procedures, products, and services
• Principal liaison for communications of operational issues at the branch

Skills

Customer service

Sales

Communication

Organizational skills

Time management

Analytical

Independent work

Teamwork

Education

High school diploma

Job description

Bonvenu Bank in Shreveport, LA is seeking a Universal Banker who will serve as a primary contact for customers, handling everyday transactions, opening accounts, and recommending financial products.

The role blends teller, service, and sales duties; ideal candidates have banking experience, strong communication, a proactive sales mindset, and the ability to thrive in a fast-paced environment. Leadership is a plus for training and branch operations.