Utility Universal Banker

b1BANK; Baton Rouge (LA); On-site; USD 28,000 - 42,000; Full time

Job summary

b1BANK in Baton Rouge is seeking aになる Universal Banker to provide high-quality customer service and handle transactions while pursuing sales opportunities and new account openings. The role involves developing relationships with customers to meet banking center and individual sales goals at multiple locations as needed.

The position requires a minimum of two years of personal banking or teller experience, strong customer service skills, and knowledge of deposits and lending products to support

Qualifications

• Requires High School Diploma or GED.
• Minimum of two years of prior personal banking or teller experience with emphasis on customer service.
• Understanding basic knowledge of bank deposits, lending 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.
• Teller and systems training and new account opening.

Responsibilities

• Acts as the customer’s first point of contact, addressing total financial service needs and opportunities.
• Handles a broad range of basic to moderate banking activities: transaction processing, new account sales, customer servicing, referrals.
• Supports sales objectives by selling and cross-selling Bank products to expand and maintain relationships while processing transactions.
• Assists management with day-to-day transactions: approving transactions, preparing reports, researching and resolving issues, responding to inquiries.
• Complies with Bank policy and follows state and federal banking regulations; maintains security policies and client confidentiality.

Skills

Customer service

Relationship building

Teamwork

Communication

Education

High School Diploma or GED

Job description

Utility Universal Banker

6 days ago Requisition ID: 2805

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. The position includes working at multiple locations as needed.

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.

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.
• 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