Universal Banker

Business First Bank; Gonzales (LA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Job summary

b1BANK in Gonzales, LA seeks a Universal Banker to deliver high-quality customer service by handling transactions, needs assessments, and new account openings.

You will support branch sales objectives, cross-sell Bank products, build relationships, and ensure accurate processing and compliance with policies.

Strong communication and problem-solving skills are essential, as is teamwork to meet branch goals.

Qualifications

• Minimum of 2 years of prior personal banking or teller experience with emphasis on customer service.
• Excellent customer service skills with strong verbal and written communication.

Responsibilities

• Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs.
• Transaction processing, new account sales, customer service, and referral generation.
• Supports sales objectives and campaigns by selling and cross-selling Bank products to expand and maintain relationships.
• Assists banking center management with day-to-day transactions, including approving transactions, preparing reports, and responding to inquiries.
• Complies with Bank policy and follows state and federal banking regulations; maintains client confidentiality.

Skills

Customer service

Relationship building

Sales

Teamwork

Communication

Education

High School Diploma or GED

Job description

Summary

The Universal Banker provides high-quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives.

Summary

The Universal Banker provides high-quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives.

Specific Job Duties

• Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
• Responsible for a broad range of basic to moderate activities in the banking center including:
  • transaction processing,
  • new account sales,
  • customer service, and,
  • referral generation.
• Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions.
• Assists the banking center management with day-to-day transactions, including but not limited to:
  • approving transactions,
  • preparing reports, and,
  • researching and resolving issues as well as responding to all customer inquiries.
  • Complies with Bank policy and follows procedures to include state and federal banking regulations.
  • Maintains knowledge of all internal security policies and procedures.
  • Maintains client confidentiality and ensures top level client service in handling all transactions professionally.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Job Requirements

• High School Diploma or GED.
• Must have a minimum of 2 years of prior personal banking or teller experience with major emphasis on customer service.
• Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments.
• Excellent customer service skills that include above average verbal and written communication.
• Relationship building, collaboration and teamwork.
• Problem solving skills.
• Teller and systems training and new account opening.

b1BANK is an Equal Opportunity Employer.