What are the responsibilities and job description for the Universal banker position at BankPlus?
At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.
All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
General Position Scope :
Responsible for building and strengthening customer relationships by providing excellent service and ensuring the customer’s needs are met by evaluating and recommending the most appropriate bank products and services.
Responsible for processing relationship banker transactions in a prompt and courteous manner.
Duties and Responsibilities :
- Maintains strong working relationships with internal and external customers and projects a positive and professional image of BankPlus.
- 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.
- Assists and educates 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.
- Works in DecisionPro and obtains NMLS number, as determined by level of training and management.
- 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.
- Assists 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.
- Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to : Bank Secrecy Act;
Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adheres to the Bank’s standard of conduct.
Position Requirements :
- Two (2) or more years’ experience in a similar or professional work environment
- Bachelor’s degree preferred
- General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
- Excellent verbal and written communication skills
- Work outside of regular business hours, as deemed necessary
- Ability to handle multiple tasks
BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Last updated : 2024-02-23
