Utility Universal Banker

b1BANK; Central (LA); On-site; USD 21,000 - 30,000; Full time

Job summary

b1BANK seeks a Utility Universal Banker who delivers high-quality customer service while handling transactions, needs assessment, and new account openings. The role floats across locations and aims to meet branch and individual sales goals through enthusiastic relationship building.

The position requires at least 2 years of banking or teller experience, strong communication, and teamwork skills to thrive in a fast-paced customer service environment.

Qualifications

• High School Diploma or GED required.
• Minimum 2 years of personal banking or teller experience with strong customer service.
• Basic knowledge of bank deposits, lending products, and services to open accounts or refer customers.

Responsibilities

• Acts as the customer's first point of contact for financial services.
• Handles a broad range of banking center activities including transaction processing, new account sales, customer service, and referrals.
• Supports sales objectives by cross-selling bank products and maintaining relationships.
• Assists with day-to-day transactions, including approving transactions, preparing reports, resolving issues, and responding to inquiries.
• Maintains compliance with bank policies and regulatory requirements; upholds client confidentiality.

Skills

Customer service

Relationship building

Verbal communication

Written communication

Teamwork

Problem solving

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

b1BANK is an Equal Opportunity Employer.