Universal Banker (St. Bernard Parish)

Responsibilities

• Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
• Accepts deposits, confirming accuracy of transaction.
• Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• Prepares, verifies, and issues cashier’s checks, bank money orders, etc.
• Balances all monies in cash drawers at the end of shifts.
• Accepts and counts inventories of cash and official items each day.
• Maintains a work area that ensures the safety of all negotiables and confidential records.
• Accurately conducts all credit and debit transactions including but not limited to receiving and paying of cash, checking and savings deposits/withdrawals, checking endorsements and loan transactions.
• Ensures all regulatory requirements are met timely, including CTR’s, etc.
• Keeps proper cash supply while assuring teller area is secure; follows all security policies and procedures.
• Verifies Night Depository envelopes and bags and maintain accurate transaction logs.
• Provides most customer service needs in the bank, including platform support.
• This includes, but is not limited to, opening checking accounts, savings accounts, CDs and cross selling of other products and services.
• Proactively informs clients of products/services, profiles clients to identify financial needs and makes referrals when warranted.
• Explains product benefits, changes, restrictions, requirements, and any other relevant product and services information to clients.
• Cross-sells and makes referrals to other lines of business to generate new business and deepen existing client relationships, participates in all On-Boarding of clients and all campaigns which includes calling clients.
• Delivers excellent customer services to all bank customers.
• Performs additional duties as assigned.

Requirements

• High School diploma or equivalent.
• Excellent verbal communication and math skills.
• Strong sales skills and open to culture of customer needs-based selling.
• Proficient with technology.
• Trustworthiness and the ability to act with integrity.
• Thorough understanding of customer service.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions.