Universal Banker II - Broussard

Community First Bank•Broussard, LA
•Onsite

About The Position

This position is responsible for providing exceptional customer service by being well-versed in teller work and customer service functions and provides loan support to the branch manager or lender by performing loan assistant duties. The Universal Banker II is responsible for opening various new depository account products and services, handling customer transactional needs, cash handling, assisting with vault custodian duties, updating existing deposit accounts, and maintaining a working knowledge of products, services, and processes. This role also involves completing documents for special requests, assisting with loan research and documentation, and being responsible for bank opening and/or closing. Maintaining confidentiality and promoting the bank's products and services are also key aspects of this role.

Requirements

  • High School diploma or equivalent
  • Basic math and computer skills
  • Ability to use multiple computer systems and applications
  • Ability to handle multiple priorities simultaneously
  • GOOD CREDIT IS A MUST
  • CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

Nice To Haves

  • Previous teller and cash handling experience preferred
  • Knowledge of Community First Bank’s products, services and policies
  • Knowledge of daily branch, vault and ATM operations
  • Maintain knowledge of compliance and regulatory issues as appropriate

Responsibilities

  • Opens various new depository account products and services
  • Handles customer transactional needs such as processing deposits, withdrawals, check cashing requests, credit card advances, money orders, and other forms of negotiable items
  • Cash handling, including but not limited to, counting, verifying and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment
  • Assists in the rotation of vault custodian (buy/sell cash to tellers, maintain sole control and vault security, count and balance the vault cash daily)
  • Works with customers to update existing deposit accounts
  • Maintains a well-developed, working knowledge of products, services and processes offered
  • Accurately utilizes equipment and remains knowledgeable of equipment functionality to perform role
  • Completes documents for special requests such as direct deposit, wire transfers, stop payments, etc.
  • Assists with research of loans, organizes new and renewal loan documents, prepares loan file for closing, and issues loan proceeds checks.
  • Responsible for bank opening and/or closing.
  • Maintains the highest level of confidentiality with all information obtained.
  • Promotes the bank’s products and services.
  • Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers and co-workers.
  • Meet expectations for attendance & punctuality.
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