Full-Time Universal Banker

RG&T Solutions; New Iberia (LA); On-site; USD 28,000 - 38,000; Full time

Job summary

RG&T Solutions in New Iberia, LA seeks a front-line Retail Banker to provide exceptional service while processing financial transactions, opening accounts, and promoting bank products.

You will assist clients with teller transactions, identify needs, cross-sell services, support loan applications, and ensure compliance with regulations.

Qualifications

• High school diploma or GED; 1 year teller experience preferred.
• Strong communication, customer service, and sales skills.
• Ability to perform financial transactions accurately and efficiently.
• Commitment to compliance, risk management, and ongoing learning.

Responsibilities

• Assist clients with teller and platform transactions including deposits.
• Identify client needs through conversations and recommend products.
• Open and process deposit accounts such as savings, IRAs, and certificates of deposit.
• Cross-sell services, make referrals, and participate in outbound calls and campaigns to generate new business.
• Support clients with loan applications and coordinate with relevant teams for processing.
• Deliver consistent, high-quality client experiences and resolve inquiries or issues promptly.
• Ensure compliance with bank regulations, policies, and risk management procedures.
• Assist with daily operational tasks, audit controls, and training new associates.

Skills

Customer service

Sales skills

Communication

Education

High school diploma or GED

Job description

Role Overview: This position involves providing excellent customer service in a retail banking environment by processing financial transactions, opening accounts, and promoting bank products and services.

Key Responsibilities

• Assist clients with teller and platform support, including deposits, currency handling, and account opening.
• Identify client needs through consultative conversations and recommend suitable financial products.
• Open and process various deposit accounts such as savings, IRAs, and certificates of deposit.
• Cross-sell services, make referrals, and participate in outbound calls and campaigns to generate new business.
• Support clients with loan applications and coordinate with relevant teams for processing.
• Deliver consistent, high-quality client experiences and resolve inquiries or issues promptly.
• Ensure compliance with bank regulations, policies, and risk management procedures.
• Assist with daily operational tasks, audit controls, and training new associates.

Qualifications & Skills

• High school diploma or GED; 1 year of teller experience preferred.
• Strong communication, customer service, and sales skills.
• Ability to perform financial transactions accurately and efficiently.
• Commitment to compliance, risk management, and ongoing learning.

Additional Requirements

Must pass background and credit checks, adhere to S.A.F.E. Mortgage Licensing Act regulations, and meet all employment criteria.