Universal Banker

b1BANK • Metairie, LA

12d

About The Position

The Universal Banker provides high-quality, efficient, and friendly customer service by processing transactions, assessing customer needs, and opening new accounts. The role focuses on developing and maintaining customer relationships while contributing to banking center and individual sales goals. As customers’ first point of contact with the Bank, the Universal Banker identifies financial service needs and opportunities and supports the success of the banking center.

The position handles a broad range of basic to moderate banking center activities, including transaction processing, new account sales, customer service, and referral generation. It also supports sales objectives and campaigns by selling and cross-selling Bank products while processing transactions. The Universal Banker assists banking center management with day-to-day transactions and complies with Bank policies, procedures, and applicable state and federal banking regulations. The role requires maintaining knowledge of internal security procedures and protecting client confidentiality. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Requirements

• High school diploma or GED.
• At least 2 years of prior personal banking or teller experience, with a major emphasis on customer service.
• Basic knowledge of bank deposits, lending products, credit products, and services, sufficient to open accounts or refer customers to specialists in other departments.
• Excellent customer service skills, including above-average verbal and written communication.
• Relationship-building, collaboration, and teamwork skills.
• Problem-solving skills.
• Teller and systems training and new account opening experience.

Responsibilities

• Serve as customers’ first point of contact and address their total financial service needs.
• Recognize and uncover opportunities that contribute to the success of the banking center.
• Process transactions and perform other basic to moderate banking center activities.
• Sell new accounts and generate referrals.
• Sell and cross-sell Bank products to expand and maintain customer relationships while processing transactions.
• Assist banking center management with day-to-day transactions, including approving transactions, preparing reports, researching and resolving issues, and responding to customer inquiries.
• Comply with Bank policies and procedures, including state and federal banking regulations.
• Maintain knowledge of internal security policies and procedures.
• Protect client confidentiality and handle transactions professionally while providing high-quality service.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED