Universal Banker II

HB Financial

Applications Closed

Posted about 2 months ago

Full Time

Broussard, Louisiana

In Person

Smart Summary

Responsibilities

The Universal Banker II performs routine branch operations, including teller transactions, vault management, and ATM balancing. They also focus on building customer relationships, identifying financial needs, and achieving branch referral goals.

Qualifications

You have at least one year of experience in cash handling, sales, and customer service, with a preference for previous banking experience. You possess strong analytical and problem-solving skills, with the ability to work standard banking hours and maintain a professional demeanor.

Must Have Skills for ATS

Cash handling

Sales

Customer service

Deposit accounts

Vault operations

ATM balancing

Job Description

PURPOSE OF THE JOB

This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker II position responsibilities include teller operations, opening deposit accounts.

MAIN DUTIES OF THE JOB

  • Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank’s policies and procedures
  • Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment
  • Assists with daily Vault duties, as needed, and may operate as vault custodian
  • Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines
  • Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure
  • Engage in conversations with customers to build relationships, determine financial needs and make recommendations
  • Contribute to banking center success by achieving assigned branch and line of business referral goals
  • Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for opening deposit accounts, performing maintenance, and enrolling customers in various services
  • Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees
  • Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision
  • Operate as a mentor for newly hired/promoted team members in support of our Home Bank values
  • Use good judgment, remain aware of potential fraud, and be discreet with confidential information
  • Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment
  • Perform other duties as required or assigned by leadership

WHAT YOU WILL NEED TO SUCCEED

  • High School diploma or equivalent
  • 1 years of general cash handling, sales & customer service experience
  • 1 years of previous banking experience strongly encouraged
  • Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation
  • Ability to work expected Banking Center hours of operation, including Saturday (based on Market a and location). Travel may be required.
  • Strong knowledge of daily branch, vault, and ATM operations

HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER

GOOD CREDIT IS A MUST

CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

HB Financial

Founded in 2010, HB Financial started with one employee and limited resources. By 2016, the program expanded to include an additional office in the greater New Orleans area. HB Financial now includes three financial advisors, one licensed assistant, and two administrative assistants. The firm is equipped with a robust team of diversely talented individuals, which allows us to better serve our clients. We provide financial strategies for our clients in order to help prepare them for a successful future. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org) (www.sipc.org). Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Home Bank deposits and are not FDIC insured. These products are not obligations of the Home Bank and are not endorsed, recommended or guaranteed by Home Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.hbfinancialadvisor.com.
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