Universal Banker II

Home Bank•Broussard, LA

About The Position

The Universal Banker II performs routine branch operations and builds long-term customer relationships through complete and efficient service. The role assists with account maintenance and works as part of a team to support customer satisfaction. Responsibilities include teller operations and opening deposit accounts. The position requires handling customer transactions across lobby, drive-through, night deposit, and bank-by-mail channels; managing cash and daily teller balancing; and supporting vault and ATM operations. The banker also identifies customer needs, makes recommendations, contributes to referral goals, and maintains knowledge of the bank’s deposit and lending products and services. The role may mentor newly hired or promoted team members and requires sound judgment, discretion with confidential information, and awareness of potential fraud. The 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, which may include Saturdays depending on market and location; 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.
  • Strong knowledge of daily branch, vault, and ATM operations.
  • Good analytical and problem-solving skills, including the ability to diagnose, resolve, or escalate critical situations.
  • Ability to work expected banking center hours, which may include Saturdays depending on market and location.
  • Travel may be required.
  • Good credit; a credit report is required for employment.
  • Clear and effective verbal, written, and interpersonal communication skills, including the ability to follow instructions and communicate clearly with customers and employees.
  • Self-directed and motivated, with the 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

  • Handle lobby, drive-through, night-deposit, and bank-by-mail customer transactions promptly and accurately in accordance with 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.
  • Engage customers in conversations to build relationships, identify 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 bank systems to open deposit accounts, perform maintenance, and enroll customers in services.
  • 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 necessary supplies organized and available.
  • Perform other duties as required or assigned by leadership.
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