Utility Universal Banker

b1BANK • Baton Rouge, LA

12d

About The Position

The Utility Universal Banker provides high-quality customer service by meeting customers’ needs efficiently and in a friendly manner. The position handles transactions, assesses customer needs, opens new accounts, and develops and maintains customer relationships to help achieve banking center and individual sales goals. The role requires working at multiple locations.

The banker serves as customers’ first point of contact with the Bank and supports their financial service needs by recognizing opportunities and contributing to banking center success. The position supports sales objectives and campaigns by selling and cross-selling Bank products while processing transactions, and assists banking center management with day-to-day activities. The role requires compliance with Bank policies, procedures, and applicable state and federal banking regulations, as well as adherence to internal security policies and protection of 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.
• 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 financial service needs.
• Recognize and uncover opportunities to support customers and contribute to banking center success.
• Perform basic to moderate banking center activities, including transaction processing, new account sales, customer service, and referral generation.
• Support the Bank’s sales objectives and campaigns by selling and cross-selling products 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 client service.
• Develop and maintain customer relationships to help achieve banking center and individual sales goals.

What This Job Offers

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