Universal Banker Jobs

About The Position

Requirements

• Bachelor’s degree, or two or more years of experience in a similar or professional work environment.
• Six months of cash-handling experience.
• General computer and typing experience, including Microsoft Office Suite programs Excel, Word, and Outlook.
• Excellent verbal and written communication skills.
• Ability to work outside regular business hours as deemed necessary.
• Ability to handle multiple tasks.

Responsibilities

• Maintain strong working relationships with internal and external customers and project a positive, professional image of BankPlus.
• Use sales and service skills with a focus on loan, deposit, and cash management products.
• Perform relationship banker transactions accurately and efficiently, including issuing relationship banker or official checks and processing collection items and other transactions not handled through the ITM.
• Assist and educate customers on using the ITM for daily transactions when needed.
• Ensure ITMs and cash recyclers are balanced and accurately maintained as needed.
• Open deposit accounts and complete account servicing transactions at customer request.
• Educate customers about emerging bank technology and digital solutions, including mobile and online banking.
• Sell and cross-sell bank products to new and established customers by assessing needs and explaining product features and benefits.
• Work in DecisionPro and obtain an NMLS number as determined by training level and management.
• Complete accurate consumer loan applications, including CreditPlus loans, and accept customer paperwork for loan products.
• Process check orders at customer request.
• Close customer accounts as necessary under established Bank procedures.
• Process wire transfer requests, issue stop payments, and process ACH returns.
• Assist customers requesting access to safe deposit boxes.
• Support BankPlus marketing efforts, including volunteer support, and engage in outside customer calls.
• Participate in the bank’s High-Rewards Connections Program and make referrals to the Mortgage Center and Wealth Management.
• Participate in community activities that may generate new customer leads.
• Maintain knowledge of Bank products, services, policies, procedures, and applicable regulatory issues, including the Bank Secrecy Act, Privacy Act, Fair Lending Act, and Regulation E.
• Complete required compliance training and adhere to the Bank’s standard of conduct.