Commercial Assistant/Universal Banker

Catalyst Bank•Lafayette, LA

31d•$38,000 - $50,000

About The Position

This position will have a hybrid function with equal responsibility assigned to servicing our retail clientele and providing support to our Commercial Banking Team. The candidate for this position will need to multitask and stay organized as priorities shift based on our clients’ demands.

Requirements

High school diploma or equivalent.
Minimum two (2) years’ experience in a full-service financial institution.
Knowledge of banking software, technology, rules, and regulations.
Excellent written and verbal communication and interpersonal skills.
Dedication to meeting the expectations and requirements of internal and external customers, use feedback for continuous improvement, and develop and maintain effective relationships.
Willingness to attend training seminars and meetings outside normal working hours.
Ability to maintain a professional, courteous demeanor even under high-pressure circumstances.
Ability to process customer requests, identify problems and provide solutions.
Must be proficient in Microsoft Office products, including but not limited to Word, Excel, and Outlook.

Responsibilities

Reach out to prospective retail and commercial banking customers and establish relationships.
Assist Commercial Lenders with processing new loan requests and renewals.
Monitor Commercial future maturities and help procure needed documents.
Greet customers when they enter the branch and establish a professional, friendly rapport.
Evaluate customers’ financial needs, provide banking solutions, and refer them to the appropriate branch officers as needed.
Clearly explain product and service benefits, requirements and restrictions, changes and other related product information to clients and bank employees.
Manage customer accounts, including opening and closing accounts and overseeing transactions.
Provide account services to customers by receiving deposits and loan payments, cashing checks, handling withdrawals, and recording night and mail deposits.
Maintain cash drawer, TCR, ATM and Vault cash in an accurate manner.
Comply with bank operations and security procedures by participating in all dual-control functions.
Maintain confidentiality for customer accounts and bank operations.
Provide ongoing banking relationship services with existing clients.
Ensure customer satisfaction and resolve issues with banking products or services.
Attend seminars and meetings as requested.
Possess excellent communication skills with Branch Manager, Commercial Lenders, co-workers, and customers.
Assist in any special projects or other assignments as requested.
Perform any other duties as assigned.