Full-Time Universal Banker

val's services; New Iberia (LA); On-site; USD 30,000 - 42,000; Full time

Job summary

val's services in New Iberia, LA seeks a Teller to deliver high-quality customer service in a retail banking environment. You will process deposits, open accounts, and introduce bank products through outreach and consultative conversations.

The role includes cross-selling, outbound calls, assisting with loan applications, and maintaining compliance with bank policies and regulations. A high school diploma or GED is preferred, with background and credit checks required.

Qualifications

• High school diploma or GED; teller experience preferred.
• Pass background and credit checks; comply with SAFÉ Mortgage Licensing Act requirements.
• Ability to perform duties with relevant skills and knowledge.

Responsibilities

• Support teller and platform functions to minimize client wait times; process deposits and open accounts.
• Identify client needs via consultative conversations and recommend products and services.
• Open and process savings, IRAs, and certificates of deposit.
• Cross-sell services and refer clients to partners to deepen relationships.
• Conduct outbound calls, participate in campaigns, assist with loan applications.
• Resolve client inquiries and deliver prompt service.
• Stay informed of operational updates to ensure compliance.

Skills

Customer service

Sales

Communication

Education

High school diploma or GED

Job description

Role Overview:

The position involves delivering high-quality customer service in a retail banking environment, processing financial transactions, and opening accounts. It requires introducing bank products through outreach, recommending tailored solutions, and supporting sales and operational goals.

Key Responsibilities

• Support teller and platform functions to minimize client wait times, including processing deposits, handling currency, and opening various deposit accounts.
• Identify client needs via consultative conversations and recommend appropriate products and services.
• Open and process demand and time deposit accounts, including savings, IRAs, and certificates of deposit.
• Cross-sell services and refer clients to partners to deepen relationships and generate new business.
• Conduct outbound calls to clients and prospects, participate in campaigns, and assist with loan applications, directing them to the appropriate team members.

Client Experience

• Resolve client inquiries, research issues, and deliver excellent service promptly.
• Enhance product knowledge through training and continuous learning.

Compliance & Operations

• Adhere to bank policies, regulations, internal controls, and ethical standards.
• Assist with daily operations, audit controls, and training new associates.
• Stay informed of operational updates to ensure compliance.

Qualifications:

High school diploma or GED with preferred experience as a Teller. Must pass background, credit checks, and meet S.A.F.E. Mortgage Licensing Act requirements. Ability to perform all duties satisfactorily with relevant skills and knowledge.