Utility Universal Banker

b1BANK in; Monroe (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

b1BANK is seeking a versatile Universal Banker in Monroe, Louisiana to provide high quality customer service, process transactions, open new accounts, and cross-sell bank products while building lasting relationships with customers across multiple locations.

You will support sales objectives, handle inquiries, and ensure compliance with banking regulations. The role emphasizes teamwork, accurate record-keeping, and a friendly, responsive approach to meet center and individual goals.

Qualifications

• High School Diploma or GED required.
• Minimum of two years of prior personal banking or teller experience with strong customer service.
• Knowledge of bank deposits, lending products, and services to open accounts or refer customers.
• Excellent verbal and written communication, relationship building, and teamwork.
• Ability to understand and follow bank policies and regulations.

Responsibilities

• 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.

Skills

Customer service

Relationship building

Communication skills

Problem solving

Teamwork

Education

High School Diploma or GED

Tools

Teller systems

Job description

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
• customer servicing
• 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.

Utility Universal Banker (Finance)

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

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