Universal Banker
On-siteGalliano, Louisiana, United States
Job Summary
Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations. Serve as a trusted advisor by matching financial products to client goals and educating them on digital banking solutions for 24/7 access. Process routine transactions including deposits, withdrawals, and loan payments while managing lobby activity to ensure a positive client experience. Identify referral opportunities for mortgage, business banking, and investments to develop a strong sales pipeline. Uphold risk management, compliance, and security standards while maintaining awareness of potential risk indicators. Work Financial Center hours including weekends and evenings, with the ability to lift 50 pounds if required.
Required Qualifications
- High school diploma or GED
- 1+ year of sales, client service, or retail experience
- NMLS registration under the SAFE Act of 2008
- Ability to work Financial Center hours, including weekends and evenings
- Ability to work under stress and meet deadlines
- Ability to lift/move/carry approximately 50 pounds
Desired Qualifications
- Bachelor's degree
- Prior banking experience
- Bachelor's degree plus cash handling and customer service experience in retail/financial services
- Demonstrated ability to build and expand client relationships
- Proficiency navigating multiple banking systems and digital tools
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.