Universal Banker

b1BANK; Metairie (LA); On-site; USD 35,000 - 55,000; Full time

Job summary

b1BANK in Metairie, LA is seeking a Universal Banker to provide high quality customer service, handle transactions, and open new accounts while developing relationships to meet sales goals.

The role emphasizes cross-selling, referrals, and staying compliant with banking policies. Ideal candidates have banking experience and strong communication in a team environment.

Qualifications

• Requires strong customer service skills and ability to build relationships with clients.
• Experience in a banking or financial services environment is preferred.
• Ability to cross-sell products and services to customers.

Responsibilities

• Serve as the first point of contact in the banking center and address customers' financial service needs.
• Perform transaction processing, new account openings, and customer servicing.
• Support sales objectives by cross-selling Bank products and referring leads to specialists.
• Assist management with daily operations, reports, and handling customer inquiries.

Skills

Customer service

Relationship building

Sales and cross-selling

Teamwork

Communication

Education

High School Diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universal Banker

12 days ago Requisition ID: 2808

Summary

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 servicing
  • 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
  • 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.
• Provides support to the credit functions of the Banking Center including updating loan data, gathering and assembling proper documentation for customer loans.
• Ensures that loan files contain proper documentation, signatures, and other relevant data.
• Answers, telephone, electronic and written inquiries concerning loan information.
• Actively refers leads on loans, deposits, Treasury, brokerage, and other services to appropriate specialists.
• Participate in Sales, Service, Compliance and Product Training
• Assist in maintain branch lending policies and procedures.
• Represents the bank in community affairs and civic organizations.

Job Requirements

• High School Diploma or GED
• Years of functional/professional experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service
• Two years of loan experience preferred
• 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
• Teller and systems training and new account opening

Equal Opportunity Employer/Veterans/Disabled