Universal Banker

b1BANK; Thibodaux (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Universal Banker position in Thibodaux, LA at b1BANK is responsible for delivering high-quality customer service while handling transactions and needs assessments, including new account openings. The role supports sales objectives and cross-selling of bank products to grow existing relationships.

Candidates should have at least two years of personal banking or teller experience, strong communication skills, and a commitment to compliant, confidential service. Oncology policy."

Qualifications

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

Responsibilities

• Serve as the first point of contact for customers and address total financial service needs.
• Process transactions and help customers with account services.
• Open new accounts and refer clients to lending or specialist teams.
• Support sales objectives by cross-selling bank products.
• Assist management with daily branch operations and reporting.
• Maintain confidentiality and compliance with bank policies.

Skills

Customer service

Sales

Communication

Banking products

Teamwork

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

Thibodaux, Thibodaux, LA, US

12 days ago Requisition ID: 2809

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 centre 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 centre.
• Responsible for a broad range of basic to moderate activities in the banking centre 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 centre 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 Centre 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