Universal Banker II

Home Bank•Abita Springs, LA

About The Position

The Universal Banker II performs routine branch operations and builds long-term customer relationships by providing complete, efficient customer service. The role assists with account maintenance and works closely with the team to help maintain a high level of customer satisfaction. Responsibilities include teller operations and opening deposit accounts. The position handles customer transactions across the lobby, drive-thru, night deposit, and bank-by-mail channels; completes cash-handling and balancing duties; and supports vault and ATM operations. The Universal Banker II also engages customers to understand their financial needs, make recommendations, and contribute to branch and line-of-business referral goals. The role may mentor newly hired or promoted team members and requires sound judgment, discretion, and awareness of potential fraud. This position requires a high school diploma or equivalent, at least one year of general cash-handling, sales, and customer-service experience, and strong knowledge of daily branch, vault, and ATM operations. Previous banking experience is strongly encouraged. The employee must be able to work the Banking Center’s expected hours, including Saturdays where applicable, and travel may be required. 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 a critical situation.
Ability to work expected Banking Center hours, including Saturdays depending on market and location.
Strong knowledge of daily branch, vault, and ATM operations.
Good credit; a credit report is required for employment.
Clear and effective verbal, written, and interpersonal communication skills.
Ability to work independently or as part of a team with little to no direct supervision.

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, balancing the cash drawer daily, and assisting 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.
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 the bank’s 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 handle confidential information discreetly.
Keep the workstation neat and supplies organized and available to maintain a professional environment.
Perform other duties as required or assigned by leadership.