Universal Banker

b1BANK in; Metairie (LA); On-site; USD 34,000 - 52,000; Full time

Job summary

b1BANK in Metairie, LA is seeking a Universal Banker to deliver high-quality customer service while handling transactions and assessing needs for new accounts.

You'll support credit functions, cross-sell bank products, and maintain relationships to help the branch meet sales goals, with emphasis on compliance with banking regulations and confidentiality.

Strong communication, problem-solving skills, and prior teller experience are highly valued for success in this role.

Qualifications

• High School Diploma or GED.
• 2 years of prior personal banking or teller experience with emphasis on customer service.
• Two years of loan experience preferred.
• Basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customers to specialists.
• Excellent customer service skills including verbal and written communication.
• Relationship building, collaboration and teamwork.
• Problem solving skills.
• Teller and systems training and new account opening.

Responsibilities

• Acts as the customers' first point of contact with the Bank, serving the customers' total financial service needs and contributing to the banking center's success.
• Handles a broad range of activities in the banking center including transaction processing and customer servicing.
• Supports sales objectives by selling and cross-selling bank products to expand and maintain existing relationships while processing transactions.
• Assists management with day-to-day transactions, including approving transactions, preparing reports, and resolving issues while responding to customer inquiries.
• Complies with bank policy and federal/state regulations; maintains knowledge of security policies and client confidentiality.
• Provides support to credit functions by updating loan data and assembling required documentation for loans; ensures proper loan file documentation and signatures.
• Responds to inquiries via telephone, electronic, and written channels; refers leads on loans, deposits, Treasury, brokerage, and other services.

Skills

Customer service

Sales cross-selling

Financial transactions

Relationship building

Problem solving

Communication

Teamwork

New account opening

Education

High School Diploma or GED

Job description

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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
• customer servicing
• 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.

Universal Banker (Finance)

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

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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
• Problem solving skills
• Teller and systems training and new account opening

Equal Opportunity Employer/Veterans/Disabled