What are the responsibilities and job description for the Universal Banker III Shreveport position at Careers - CNB?
Shreveport, LA - E. 70th Street
Join the Bonvenu Bank team as a Universal Banker!
We are seeking a customer-focused, energetic banking professional who is passionate about building relationships and delivering exceptional service. As a Universal Banker, you will serve as a key point of contact for customers, assisting with everyday banking transactions, opening new accounts, recommending financial products and services, and supporting lending and retirement account needs.
This role combines teller, customer service, and sales responsibilities, providing an excellent opportunity to develop new business relationships while helping customers achieve their financial goals. The ideal candidate has previous banking experience, strong communication skills, a proactive sales mindset, and the ability to thrive in a fast-paced environment. Leadership experience is a plus, as this position may assist with employee training, branch operations, and staff development.
If you enjoy helping people, identifying financial solutions, and making a positive impact in your community, we invite you to apply and grow your career with Bonvenu Bank.
JOB REQUIREMENTS
High School diploma or equivalent
2 years of Bookkeeping, Account Services or Universal Banking required
2 years teller experience
1 year of customer service and opening of retail bank accounts
Ability to function productively in a high volume and fast paced environment.
Excellent customer service skills.
NMLS qualifications met.
Analytically inclined
Excellent organizational skills
Developed communication skills allowing interaction with diverse groups
Ability to work independently
Ability to work under time pressure
Duties and Responsibilities
Excellent people skills with high energy level and passion for delivering outstanding customer service.
Pro-active approach to offering digital products to customers. Advanced knowledge of all of the bank’s electronic delivery channels, to include: on-line and mobile banking set-up, treasury management products and services, as well as troubleshooting online/mobile banking issues for customers.
Open new accounts and services. Prepare the necessary documentation and issue disclosures
Maintain internal controls, obtain all required documentation to identify the customer and meet regulatory requirements
Consult loan applicants and collect loan applications & financial documentation
Assist customers with Individual Retirement Account services such as contributions and distributions. Open new IRAs and provide appropriate documentation
Assist with additional services and products such as safe deposit box access, ATM and debit card requests, check orders, compromised accounts.
Perform Teller duties as necessary including processing deposits, checks and payments, verifying cash and endorsements and issuing receipts. Count cash, balance transactions and teller drawer with a high level of accuracy
Assist customers with Interactive teller machines
Understand and review check endorsements and apply endorsement standards
Make sound decisions based on level of authority, the risk of the transaction and customer expectations, assist employees with approval authority needs within individual authority guidelines.
Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC)
Setup/unlock online banking for customers
Participate in community events to increase bank visibility and develop business opportunities.
Identify the unmet needs of current and potential customers and offer appropriate products and services.
Promote and provide information to customers on new and enhanced products, services, promotions, contests, etc.
Promote and cross-sell exciting products and services to current and potential customers to include joint calls with other departments (i.e. investment center, loan referrals, etc.).
Supervisory
Complete performance reviews and/or provide input for customer service representatives (CSR) and tellers
Ensure all employees on-line training is current
Ensure adequate staffing at branch, including approval of vacation requests
Train employees on new procedures, products, and services
Principal liaison for communications of operational issues at the branch
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit, stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee is required to maintain a valid driver’s license and provide own reliable transportation. This position requires travel within the bank’s footprint.