Universal Banker II - Jackson 2189

Duties And Responsibilities

• Serves as a concierge for the branch and requires strong listening skills, customer service, and a positive and helpful attitude towards customers (internal and external)
• Maintains strong working relationships with internal and external customers and projects a positive and professional image of BankPlus
• Possesses sales and service skills with a focus on loan, deposit, and cash management products
• Performs relationship banker transactions accurately and efficiently, including issuing relationship banker/official checks, processing collection items, or other transactions not processed using the ITM, according to BankPlus procedures
• Affords assistance and education to customers on the use of the ITM to handle daily transactions, if necessary
• Ensures that ITM and cash recyclers are balanced and maintained in an accurate manner, as needed
• Opens various deposit accounts and completes account servicing transactions, as requested by customer
• Educates customers on emerging bank technology and digital solutions such as mobile and online banking
• Sells and cross-sells bank products to new and established customers by assessing the customer's needs and being knowledgeable of the features and benefits of the products
• Interviews loan applicants and ensures the completion of an accurate consumer loan application and accepts customer paperwork for loan products
• Ensures the completion of accurate consumer loan applications (including CreditPlus loans) and accepts customer paperwork for loan products
• Processes check orders as requested by customer
• Closes customer accounts as necessary following established Bank procedures
• Processes wire transfer requests, issues stop payments and processes ACH returns
• Affords assistance to customers requesting access to safe deposit box
• Supports BankPlus marketing efforts including volunteer support and engages in outside customer calls
• Participates in the bank's High-Rewards Connections Program and makes referrals to the Mortgage Center and Wealth Management
• Participates in community activities that may generate new customer leads

Position Requirements

• Bachelor's Degree preferred
• Three or more years of similar experience in a professional environment in customer service, sales, and cash handling; two of the years must be in Banking
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
• Excellent verbal and written communication skills
• Ability to handle multiple tasks