Universal Banker II

Home Bank•New Orleans, LA

About The Position

The Universal Banker II performs routine branch operations and builds long-term customer relationships through complete, efficient customer service. The role assists with account maintenance and works as part of a team to support high customer satisfaction. Responsibilities include teller operations and opening deposit accounts. The position handles customer transactions, cash and daily teller work; assists with vault and ATM duties; and helps customers identify financial needs and find appropriate banking products and services. The Universal Banker II may mentor newly hired or promoted team members and is expected to use good judgment, safeguard confidential information, and maintain a professional workstation. The role may require travel and the ability to work Saturday hours depending on the market and location. A high school diploma or equivalent is required, along with one year of general cash handling, sales, and customer service experience. One year of banking experience is strongly encouraged. Good credit is required, and a credit report is required for employment.

Requirements

High school diploma or equivalent.
One year of general cash handling, sales, and customer service experience.
Good analytical and problem-solving skills, including the ability to diagnose, resolve, or escalate a critical situation.
Ability to work the expected Banking Center hours of operation, including Saturdays depending on market and location.
Strong knowledge of daily branch, vault, and ATM operations.
Clear and effective verbal, written, and interpersonal communication skills, including the ability to carry out instructions and communicate clearly with customers and employees.
Ability to work independently with little to no direct supervision or as part of a team.
Good credit; a credit report is required for employment.

Nice To Haves

One year of previous banking experience is strongly encouraged.

Responsibilities

Promptly and accurately handle lobby, drive-through, night-deposit, and bank-by-mail customer transactions in accordance with bank policies and procedures.
Count, verify, and package coins and currency; balance the cash drawer daily; and assist with ATM balancing and replenishment.
Assist with daily vault duties as needed and, when assigned, serve as vault custodian.
Process daily teller work and ensure debits and credits balance according to established policies and guidelines.
Provide comprehensive, prompt, and efficient customer service in all transactions.
Engage customers in conversations to build relationships, determine financial needs, and make recommendations.
Contribute to banking center success by achieving assigned branch and line-of-business referral goals.
Maintain working knowledge of the bank’s deposit and lending products and services, and use available systems to open deposit accounts, perform account maintenance, and enroll customers in services.
Mentor newly hired or promoted team members in support of Home Bank values.
Use sound judgment, remain alert to potential fraud, and handle confidential information discreetly.
Maintain a neat workstation and keep necessary supplies organized and available.
Perform other duties as required or assigned by leadership.