Universal Banker

3 weeks ago

Slidell, United States Heritage Bank of St Tammany Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off

Benefits/Perks
  • Careers Advancement Opportunities
  • Competitive Benefits
  • Competitive Compensation
Job Summary
We are seeking a Universal Banker to join our team. In this role, you will assist our customers in managing their bank accounts and finances. You will develop long-term relationships with clients as well as network to generate new potential business. The ideal candidate has excellent interpersonal skills, uses a customer-oriented approach to solving problems, and has proven experience in banking.

Responsibilities
  • Communicate with clients to discover their bank services needs
  • Assist clients in opening and closing bank accounts
  • Process teller transactions, cross selling bank products, implementing bank procedures
  • Provide resolution for any issues the customer may have with their accounts or banking services
  • Refer clients to other financial experts within the bank when necessary
  • Network and develop relationships with potential clients
  • Educate prospective and existing clients on financial products and services
  • Enter information into banking software
  • Other administrative duties, as necessary
Qualifications
. Previous experience as a Personal Banker is preferred
  • Deep understanding of personal banking regulations
  • Familiarity with Microsoft Excel, databases, and loan processing and banking software
  • Strong customer service and communication skills
  • Ability to perform in a goal-oriented environment
  • Customer-oriented approach to handling problems

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