Universal Banker I - New Orleans, LA

BankPlus•New Orleans, LA

About The Position

The Universal Banker I builds and strengthens customer relationships by providing excellent service, assessing customer needs, and recommending appropriate bank products and services. The role processes relationship banker transactions promptly, courteously, accurately, and in accordance with BankPlus procedures. It also supports customers with in-person and digital banking services, account servicing, consumer loan applications, and other banking needs. The position supports BankPlus marketing and community outreach efforts, including customer referrals, outside calls, volunteer support, and participation in community activities. The banker maintains knowledge of the bank’s products, services, policies, procedures, and applicable regulatory requirements, completes required compliance training, and follows the bank’s standards of conduct.

Requirements

Bachelor’s degree, or at least two years of experience in a similar or professional work environment.
At least six months of cash handling experience.
General computer and typing experience, including Microsoft Office Suite applications such as Excel, Word, and Outlook.
Excellent verbal and written communication skills.
Ability to work outside regular business hours when deemed necessary.
Ability to handle multiple tasks.

Responsibilities

Build and maintain strong relationships with internal and external customers while presenting a positive, professional image of BankPlus.
Provide sales and service focused on loan, deposit, and cash management products.
Process relationship banker transactions accurately and efficiently, including official checks, collection items, and transactions not handled through the ITM.
Assist and educate customers in using the ITM for daily transactions when needed.
Balance and maintain ITMs and cash recyclers accurately as needed.
Open deposit accounts and complete account servicing transactions at customers’ request.
Educate customers about bank technology and digital solutions, including mobile and online banking.
Sell and cross-sell bank products by assessing customer needs and explaining product features and benefits.
Work in DecisionPro and obtain an NMLS number as determined by training level and management.
Complete accurate consumer loan applications, including CreditPlus loans, and accept customer paperwork for loan products.
Process check orders requested by customers.
Close customer accounts in accordance with established Bank procedures.
Process wire transfer requests, issue stop payments, and process ACH returns.
Assist customers requesting access to safe deposit boxes.
Support BankPlus marketing efforts, including volunteer support and outside customer calls.
Participate in the High-Rewards Connections Program and make referrals to the Mortgage Center and Wealth Management.
Participate in community activities that may generate customer leads.
Maintain knowledge of Bank products, services, policies, procedures, and applicable regulatory requirements, including the Bank Secrecy Act, Privacy Act, Fair Lending Act, and Regulation E.
Complete required compliance training and adhere to the Bank’s standard of conduct.