Universal Banker, Part-time

Colonial Group; Baton Rouge (LA); In loco; USD 32.000 - 42.000; Tempo pieno

Descrizione del lavoro

Colonial Group in Baton Rouge seeks a Universal Banker to deliver high-quality customer service, handle transactions, and assess customer needs for relationship-building and sales opportunities. The role focuses on meeting branch sales goals while maintaining compliance and confidentiality.

The Universal Banker will assist in daily operations, support deposit and loan product awareness, and nurture client relations to expand existing accounts and referrals.

Competenze

• Minimum 2 years of personal banking or teller experience with emphasis on customer service.
• Understand basic bank deposits, lending products, and services to open accounts or refer to specialists.
• Excellent customer service and communication skills.
• Relationship building, collaboration and teamwork.
• Problem solving and new account opening training.

Mansioni

• Serve as the customers' first point of contact, handling total financial service needs and referrals.
• Process transactions, promote new accounts, provide customer service, and refer to specialists.
• Support sales objectives by cross-selling bank products.
• Assist management with daily transactions, reporting, and resolving customer inquiries.

Conoscenze

Customer service

Sales

Relationship building

Cross-selling

Teamwork

Formazione

High School Diploma or GED

Descrizione del lavoro

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.