Universal Banker

Clear Destination Inc.; Metairie (LA); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Clear Destination Inc. is seeking a Universal Banker to provide high-quality customer service while handling transactions and needs assessment.

You will open new accounts and pursue sales goals with enthusiasm, building lasting relationships with customers in a busy banking center. The role requires a high school diploma, at least 2 years of personal banking or teller experience, and solid knowledge of deposits, lending products, and services.

Qualifications

• Strong customer service and communication skills.
• Experience building relationships to meet sales goals.
• Ability to solve problems and handle multiple tasks.
• Teller systems training and new account processing experience.

Responsibilities

• Serve as the first point of contact for customers and identify financial service needs.
• Perform transaction processing and assist with new account openings.
• Support sales objectives by cross-selling bank products and referring customers to specialists.
• Assist management with daily banking center operations, reporting, and issue resolution.
• Uphold bank policies and regulatory requirements while maintaining confidentiality.

Skills

Customer service

Relationship building

Problem solving

Teller experience

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.

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
  • 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.
• 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