Utility Universal Banker

b1BANK • Baton Rouge, LA

5d

About The Position

The Utility Universal Banker provides high-quality, efficient, and friendly customer service by processing transactions, assessing customer needs, and opening new accounts. The role involves developing and maintaining customer relationships to help achieve banking center and individual sales goals and requires working at multiple locations.

As customers’ first point of contact with the Bank, the Utility Universal Banker supports their financial service needs, identifies opportunities, and contributes to the success of the banking center. The position handles a broad range of basic to moderate banking center activities, supports sales campaigns by selling and cross-selling Bank products, and assists management with day-to-day transactions and customer inquiries. The role requires compliance with Bank policies, procedures, and applicable state and federal banking regulations, as well as maintaining security practices and customer confidentiality.

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 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 total financial service needs.
• Recognize customer needs and opportunities and contribute to banking center success.
• Process transactions, sell new accounts, provide customer service, 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, and researching and resolving issues.
• Respond to customer inquiries.
• Follow Bank policies and procedures, including applicable state and federal banking regulations.
• Maintain knowledge of internal security policies and procedures.
• Protect client confidentiality and handle transactions professionally.

What This Job Offers

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