Universal Banker I - Veterans Blvd., Metairie, LA

BankPlus•Metairie, LA

22h•Onsite

About The Position

Responsible for building and strengthening customer relationships by providing excellent service and ensuring the customer’s needs are met by evaluating and recommending the most appropriate bank products and services. This role is also responsible for processing relationship banker transactions in a prompt and courteous manner. The position involves maintaining strong working relationships with internal and external customers, projecting a positive and professional image of BankPlus, and possessing sales and service skills with a focus on loan, deposit, and cash management products. Key duties include performing accurate and efficient relationship banker transactions, assisting customers with ITM use, balancing ITM and cash recyclers, opening and servicing deposit accounts, educating customers on digital banking solutions, and cross-selling bank products. The Universal Banker I will also work with consumer loan applications, process check orders, close accounts, handle wire transfers, stop payments, ACH returns, and assist with safe deposit box access. Additionally, the role supports marketing efforts, participates in referral programs, engages in community activities, and maintains thorough knowledge of bank products, services, policies, procedures, and regulatory issues.

Requirements

Bachelor’s degree OR Two (2) or more years’ experience in a similar or professional work environment
Six (6) months cash handling experience
General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
Excellent verbal and written communication skills
Work outside of regular business hours, as deemed necessary.
Ability to handle multiple tasks.

Responsibilities

Maintains strong working relationships with internal and external customers and projects a positive and professional image of BankPlus.
Possesses sales and service skills with a focus on loan, deposit, and cash management products.
Performs relationship banker transactions accurately and efficiently, including issuing relationship banker/official checks, processing collection items, or other transactions not processed using the ITM, according to BankPlus procedures.
Assists and educates customers on the use of the ITM to handle daily transactions, if necessary.
Ensures that ITM and cash recyclers are balanced and maintained in an accurate manner, as needed.
Opens various deposit accounts and completes account servicing transactions, as requested by customer.
Educates customers on emerging bank technology and digital solutions such as mobile and online banking.
Sells and cross-sells bank products to new and established customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products.
Works in DecisionPro and obtains NMLS number, as determined by level of training and management.
Ensures the completion of accurate consumer loan applications (including CreditPlus loans) and accepts customer paperwork for loan products.
Processes check orders as requested by customer.
Closes customer accounts as necessary following established Bank procedures.
Processes wire transfer requests, issues stop payments and processes ACH returns.
Assists customers requesting access to safe deposit box.
Supports BankPlus marketing efforts including volunteer support and engages in outside customer calls.
Participates in the bank’s High-Rewards Connections Program and makes referrals to the Mortgage Center and Wealth Management.
Participates in community activities that may generate new customer leads.
Maintains a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc.
Complete required compliance training and adheres to the Bank’s standard of conduct.