Universal Banker

Heritage Bank of St Tammany

Universal Banker

Covington, LA
Full Time
Paid
  • Responsibilities

    Benefits:

    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