Universal Banker II

Home Bank•Mandeville, LA

About The Position

The Universal Banker II performs routine branch operations and builds long-term customer relationships through complete and 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 may require travel and availability during Banking Center operating hours, including Saturdays depending on the market and location. Good credit is required, and a credit report is required for employment.

Requirements

  • High school diploma or equivalent.
  • At least 1 year of general cash handling, sales, and customer service experience.
  • Good analytical and problem-solving skills, including the ability to diagnose, resolve, or escalate critical situations.
  • Ability to work expected Banking Center hours, including Saturdays based on market and location.
  • Strong knowledge of daily branch, vault, and ATM operations.
  • Clear and effective verbal, written, and interpersonal communication skills.
  • Self-directed and motivated, with the ability to work independently or as part of a team with little to no direct supervision.
  • Good credit; a credit report is required for employment.
  • Ability to travel may be required.

Nice To Haves

  • At least 1 year of previous banking experience is strongly encouraged.

Responsibilities

  • Promptly and accurately handle lobby, drive-thru, night deposit, and bank-by-mail customer transactions in accordance with Home Bank policies and procedures.
  • Handle cash, including counting, verifying, and packaging coins and currency; balance the cash drawer daily; and assist with ATM balancing and replenishment.
  • Assist with daily vault duties as needed and potentially 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 in accordance with policies and procedures.
  • 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 maintenance, and enroll customers in services.
  • Communicate clearly and effectively with customers and employees, and carry out instructions.
  • Work independently or as part of a team with little to no direct supervision.
  • Mentor newly hired or promoted team members in support of Home Bank values.
  • Use good judgment, remain alert to potential fraud, and protect confidential information.
  • Maintain a neat workstation and keep needed supplies organized and available.
  • Perform other duties as required or assigned by leadership.
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