Universal Banker
On-siteMetairie, Louisiana, United States
Job Summary
Serve as the customer's first point of contact by processing transactions, opening new accounts, and cross-selling banking products to meet sales goals. Handle inquiries regarding loans, deposits, and other services while updating loan data and ensuring proper documentation and signatures. Assist management with daily operations, including approving transactions, preparing reports, and resolving customer issues in compliance with state and federal regulations. Participate in sales, service, compliance, and product training while representing the bank in community affairs. Requires a high school diploma, two years of personal banking experience, and strong customer service skills.
Required Qualifications
- High School Diploma or GED
- Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service
- Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments
- Excellent customer service skills that include above average verbal and written communication
- Relationship building, collaboration and teamwork
- Problem solving skills
- Teller and systems training and new account opening
Desired Qualifications
- Two years of loan experience preferred
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