Universal Banker
First Horizon Bank · New Iberia, LA · Yesterday
FinanceFull-time
About the role
Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships.
Responsibilities
- Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service.
- Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks.
- Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
- Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
- Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
- Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
- Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
- Aid clients with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
- Research and resolve problems and respond to client inquiries on account status.
- Deliver excellent client experiences consistently and promptly resolve client issues effectively.
- Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
- Deliver excellent client experiences consistently and promptly resolve client issues effectively.
- Research and resolve problems and respond to client inquiries on account status.
- Aid clients with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
- Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
- Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
- Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
- Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks.
Requirements
- High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
- Meet compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
- Assist banking center associates with all aspects of daily operations as needed, including audit controls.
- Assist banking center management with "on the job training" of new associates.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
- Perform all other job related duties as assigned.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
- Assist banking center management with "on the job training" of new associates.
- Assist banking center associates with all aspects of daily operations as needed, including audit controls.
- Meet compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Qualifications
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
- High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
- Meet compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
- Assist banking center associates with all aspects of daily operations as needed, including audit controls.
- Assist banking center management with "on the job training" of new associates.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
- Perform all other job related duties as assigned.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
- Assist banking center management with "on the job training" of new associates.
- Assist banking center associates with all aspects of daily operations as needed, including audit controls.
- Meet compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
- High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
- The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
Skills
- Excellent communication skills.
- Ability to work independently and as part of a team.
- Strong problem-solving and customer service skills.
- Knowledge of banking products and services.
- Ability to manage multiple tasks and priorities.
- Proficiency in Microsoft Office Suite.
- Ability to learn and apply new technologies and systems quickly.
- Ability to handle confidential information with discretion.
- Ability to work flexible hours as needed.
- Ability to travel as required.
- Ability to pass a background check.
- Ability to comply with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations.
- Ability to adhere to the First Horizon code of ethics.
- Ability to maintain confidentiality and protect sensitive information.
- Ability to prioritize tasks and manage time effectively.
- Ability to communicate clearly and professionally with clients, colleagues, and supervisors.
- Ability to build and maintain positive relationships with clients and colleagues.
- Ability to demonstrate a commitment to continuous learning and professional development.
- Ability to work collaboratively with cross-functional teams.
- Ability to adapt to changing environments and priorities.
- Ability to handle high-volume call volumes and multitasking.
- Ability to work under pressure and meet deadlines.
- Ability to follow established procedures and protocols.
- Ability to demonstrate strong attention to detail.
- Ability to work in a fast-paced, dynamic environment.
- Ability to demonstrate a proactive approach to problem-solving.
- Ability to demonstrate a customer-centric focus.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to teamwork and collaboration.
- Ability to demonstrate a commitment to innovation and creativity.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to lifelong learning.
- Ability to demonstrate a commitment to health and wellness.
- Ability to demonstrate a commitment to professional growth and development.
- Ability to demonstrate a commitment to community engagement and giving back.
- Ability to demonstrate a commitment to sustainability and environmental responsibility.
- Ability to demonstrate a commitment to innovation and creativity.
- Ability to demonstrate a commitment to teamwork and collaboration.
- Ability to demonstrate a commitment to continuous improvement.
- Ability to demonstrate a commitment to ethical behavior.
- Ability to demonstrate a commitment to safety and security.
- Ability to demonstrate a commitment to diversity, equity, and inclusion.
- Ability to demonstrate a customer-centric focus.
- Ability to demonstrate a proactive approach to problem-solving.
- Ability to work in a fast-paced, dynamic environment.
- Ability to demonstrate strong attention to detail.
- Ability to follow established procedures and protocols.
- Ability to work under pressure and meet deadlines.
- Ability to handle high-volume call volumes and multitasking.
- Ability to adapt to changing environments and priorities.
- Ability to work collaboratively with cross-functional teams.
- Ability to demonstrate a commitment to continuous learning and professional development.
- Ability to build and maintain positive relationships with clients and colleagues.
- Ability to communicate clearly and professionally with clients, colleagues, and supervisors.
- Ability to prioritize tasks and manage time effectively.
- Ability to maintain confidentiality and protect sensitive information.
- Ability to adhere to the First Horizon code of ethics.
- Ability to comply with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations.
- Ability to pass a background check.
- Ability to travel as required.
- Ability to work flexible hours as needed.
- Ability to handle confidential information with discretion.
- Ability to learn and apply new technologies and systems quickly.
- Proficiency in Microsoft Office Suite.
- Ability to manage multiple tasks and priorities.
- Knowledge of banking products and services.
- Strong problem-solving and customer service skills.
- Ability to work independently and as part of a team.