Retail Banker - Broussard

Woodforest Bank Broussard , LA 70518

Posted 2 months ago

The Retail Banker is responsible for providing frontline support and service to current and potential customers to meet their everyday banking needs. This includes marketing and cross-selling products and services, as well as performing customer service, branch operations and teller functions in a non-traditional retail environment.

Key Responsibilities:

  • Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.

  • Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas.

  • Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary.

  • Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate.

  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.

  • Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs.

  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners.

  • Practices branch security procedures and protects customer confidentiality and privacy.

  • Performs other job related duties or special projects as assigned.

Competencies Required:

  • Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline).

  • Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality.

  • Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.

  • Outstanding listening and communications skills, both written and verbal.

  • Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices.

  • Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.

  • Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude.

  • Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail.

  • Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer .

  • Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports.

Minimum Qualifications/Experience

  • 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service

  • Previous banking experience is preferred but not required

  • Cash handling experience preferred.

Formal Education & Certification

  • High School Diploma or equivalent required.

Supervisory Responsibility

  • None.

Travel

  • 0% - Negligible amount of travel expected.

Working Conditions

  • Conditions involve lifting no more than ten pounds, standing most of the time, and may involve walking, moving, or sitting for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Relationship Consultant Broussard

Regions Financial Corporation

Posted 1 month ago

VIEW JOBS 3/21/2019 12:00:00 AM 2019-06-19T00:00 Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Relationship Consultant is responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility. This role was previously known as a Financial Services Specialist. Regions' mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities * Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions * Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations * Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types * Provides a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when complex financial goals and needs are recognized * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Requirements * High school diploma or GED Preferences * College degree * Insurance License * One to two (1-2) years previous banking and/or lending experience * One to two (1-2) years experience handling cash in a bank environment * One to two (1-2) years prior relationship based client consultation Skills and Competencies * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Broussard, Louisiana EEO/AA/Minorities/Females/Disabled/Veterans Regions Financial Corporation Broussard LA

Retail Banker - Broussard

Woodforest Bank