FT Universal Banker I Lafayette

JD Bank; Lafayette (LA); On-site; USD 30,000 - 45,000; Full time

Job summary

A financial institution in Lafayette is seeking a full-time Universal Banker I. The role involves providing efficient customer service, performing teller duties, and maintaining records. Candidates should have a high school diploma and one year of teller experience. Skills in Microsoft programs and excellent interpersonal abilities are preferred. This position offers an entry-level opportunity within a dynamic banking environment.

Qualifications

• One year of teller experience in a financial institution.
• Ability to handle customer service and teller duties effectively.

Responsibilities

• Provide efficient customer service to potential customers.
• Perform basic teller and loan duties as needed.
• Maintain records for vault and transactions.

Skills

Customer service skills

Knowledge of bank products

Interpersonal skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

High school diploma or GED

Business degree (preferred)

Job description

Overview

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Summary

A Universal Banker performs a variety of duties to provide existing and potential customers with efficient and accurate services. An employee in this position may be required to perform Customer Service Representative, Teller, and Loan Associate duties. More than one duty is required to be classified as a Universal Banker.

Responsibilities

• Must have and retain extensive knowledge of bank products and services in order to serve the customer effectively.
• Perform basic teller, vault, collection, new accounts, and back up loan related duties.
• Maintain a high level of company and customer confidentiality.
• Pays and receives and maintains a teller drawer.
• Maintains records for vault.
• Inputs currency orders and shipments.
• Completes laser pro worksheets as requested by loan officers.
• Assists in safe deposit box customer entry.

Note

Universal Banker I spends 75% of time working the teller line and 25% working on platform/new accounts.

Other Duties and Responsibilities

1. Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function.
2. Performs other duties that may be assigned by Management.

Education and Experience

• High school diploma or general education degree (GED)
• One year of teller experience in a financial institution with additional training in a business-related area.

Preferred Skills

• Business degree from a technical school and/or college preferred.
• General knowledge in Microsoft programs Excel, Word and Outlook.
• Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.
• May require successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
• Interpersonal skills to relate to and empathize with others and maintain a friendly, cheerful, and courteous demeanor.
• Superior organizational and communication skills and the ability to make good judgments.
• Professional appearance and manner at all times.

Scheduling

Work Schedule will vary depending upon location, but will consist of an 8-hour shift between the hours of 7:45 a.m. to 6:00 p.m., Monday through Friday. Schedule may require representing the company after hours at related functions, customer calls or training. Occasional overtime may be required. Regular attendance is required.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear. The employee is occasionally required to climb or balance and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, General Business, and Education

Industries

• Wireless Services, Telecommunications, and Communications Equipment Manufacturing