Utility Universal Banker

Clear Destination Inc.; Baton Rouge, Northern (LA, KY); Hybrid; USD 32,000 - 44,000; Full time

Job summary

The Utility Universal Banker at Clear Destination Inc. delivers high-quality customer service while processing transactions and opening new accounts.

The role emphasizes building and maintaining relationships to help achieve branch and individual goals; this position floats among multiple locations to support customer needs. Responsibilities include handling teller operations, cross-selling bank products, and responding to inquiries with professionalism.

Qualifications

• Minimum 2 years of personal banking or teller experience with emphasis on customer service.
• Solid knowledge of bank deposits, lending products, and services to open accounts or refer customers to specialists.
• Excellent verbal and written communication skills.
• Strong relationship-building and teamwork.

Responsibilities

• Serve 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.
• Process transactions, new account sales, customer service, and referral generation.
• Support the Banks' sales objectives and campaigns by selling and cross-selling Bank products to expand and maintain existing relations while processing transactions.
• Assist banking center management with day-to-day transactions, including approving transactions, preparing reports, and resolving issues.

Skills

Customer service

Relationship building

Teamwork

Communication

Problem solving

Attention to detail

Sales oriented

Education

High School Diploma or GED

Job description

SUMMARY

The Utility 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. This position floats between multiple locations.

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