Utility Universal Banker

b1BANK; Baton Rouge (LA); On-site; USD 37,000 - 43,000; Full time

Job summary

A leading banking institution is seeking a Utility Universal Banker. The role focuses on delivering high-quality customer service while managing transactions, new account openings, and fostering customer relationships to meet sales goals. Ideal candidates should have previous banking experience and excel in communication and problem-solving skills.

Qualifications

• Minimum of two years personal banking or teller experience.
• Excellent customer service skills required.
• Basic knowledge of bank products and services necessary.

Responsibilities

• Act as first point of contact for customers and handle transactions.
• Responsible for new account sales and customer servicing.
• Assist with day-to-day transactions and comply with banking regulations.

Skills

Customer service

Relationship building

Problem solving

Collaboration

Communication

Education

High School Diploma or GED

Job description

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Summary

This position will be housed at our Oakwood Bank location in partnership with b1BANK. 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.

Summary

This position will be housed at our Oakwood Bank location in partnership with b1BANK. 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

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.
  
  
  

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

Equal Opportunity Employer/Veterans/Disabled

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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