Universal Banker

Red River Bank • Baton Rouge, LA

5d

About The Position

Provides personalized banking services to financial institution customers by performing the duties of a Teller and Personal Banker.

Essential Duties and Responsibilities
Include the following. Other duties may be assigned.
Platform:
Evaluates needs of potential customers and offers appropriate financial products and services.
Prepares and compiles new customer application and information to open new account. Ensures completeness of all account documentation on new account set-up. Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity. Responds to customer inquiries and requests regarding account. Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related affairs. Promotes and cross-sells other establishment products and services as appropriate to customer requirements.
Assists in any other activity needed so that the branch meets customer needs efficiently. Generates new business to assist in meeting establishment profitability goals.

Teller:
Perform paying and receiving transactions satisfactory and efficiently.
Meet teller balancing standards monthly as stated in the Teller Over & Short Policy.
Deliver excellent service to all customers.
Perform additional duties within the banking center as needed to help fellow co-workers.
Received checks and cash for deposit, verifies amount, and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances.
Enter customers' transactions into the computer to record transactions, and issues computer generated receipts.
Places holds on accounts for uncollected funds.
Explains, promotes, or sells products or services.
Removes deposits from, and counts and balances cash in, automated teller machines and night depository.
Complies with all applicable banking regulations, including Bank Secrecy Act. Follows Red River Bank policies and procedures. Attends or completes all required training.

Requirements

• High school diploma or general education degree (GED)
• Minimum of five years banking experience and/or training
• Excellent computer skills
• Ability to perform each essential duty satisfactorily

Responsibilities

• Evaluates needs of potential customers and offers appropriate financial products and services.
• Prepares and compiles new customer application and information to open new account.
• Ensures completeness of all account documentation on new account set-up.
• Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business.
• Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
• Responds to customer inquiries and requests regarding account.
• Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
• Promotes and cross-sells other establishment products and services as appropriate to customer requirements.
• Assists in any other activity needed so that the branch meets customer needs efficiently.
• Generates new business to assist in meeting establishment profitability goals.
• Perform paying and receiving transactions satisfactory and efficiently.
• Meet teller balancing standards monthly as stated in the Teller Over & Short Policy.
• Deliver excellent service to all customers.
• Perform additional duties within the banking center as needed to help fellow co-workers.
• Received checks and cash for deposit, verifies amount, and examines checks for endorsements.
• Cashes checks and pays out money after verification of signatures and customer balances.
• Enters customers' transactions into the computer to record transactions, and issues computer generated receipts.
• Places holds on accounts for uncollected funds.
• Explains, promotes, or sells products or services.
• Removes deposits from, and counts and balances cash in, automated teller machines and night depository.
• Complies with all applicable banking regulations, including Bank Secrecy Act.
• Follows Red River Bank policies and procedures.
• Attends or completes all required training.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees