Utility Universal Banker

b1BANK; Lake Charles (LA); On-site; USD 28,000 - 36,000; Full time

Job summary

b1BANK is seeking a Customer Service–oriented Banking Center Associate in Lake Charles, LA to handle transactions, needs assessments, and new account openings across multiple locations. You will help develop and maintain relationships with customers and support sales goals while delivering efficient, friendly service.

The position emphasizes teamwork, accurate processing, and adherence to bank policies and procedures. Prior teller experience and strong communication are essential.

Qualifications

• Must have a minimum of two years of prior personal banking or teller experience with strong customer service.
• Knowledge of bank deposits, lending and credit products to open accounts or refer customers.
• Excellent customer service with strong verbal and written communication.
• Ability to build relationships and work in a team.
• Problem solving and transaction handling skills.
• Teller and new account opening training.

Responsibilities

• Serve as the customer's first point of contact and promote banking products.
• Process transactions and support day-to-day banking center operations.
• Assist with new account opening and cross-selling opportunities.
• Prepare reports and respond to customer inquiries.
• Maintain compliance with policies and security procedures.
• Protect client confidentiality and deliver high-quality service.

Skills

Customer service

Relationship building

Problem solving

Communication skills

Education

High School Diploma or GED

Job description

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.

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