Find Jobs
Find Jobs Near You – Available Work in Your Location
UNIVERSAL BANKER
Career Insights for Personal Banker
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Louisiana data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$69,235 / year median in Louisiana
-6% projected decline
Job Description
Courteously and promptly greet customers, determine needs, and handle customer requests or direct to appropriate personnel. Answer telephone using excellent customer service telephone skills, Log Cashiers Checks to BAM as needed. Retrieve daily reports and distribute to officers in a timely manner. Perform daily overdraft report processing for branch. Daily mail retrieval and processing. Open and service deposit accounts. Handle customer inquiries and other customer services as needed (example: wire transfers, account transfers, service charges, ordering checks, etc.) Serve as paying and receiving teller - Receive deposits and loan payments, cash checks and ensure that all transactions are properly processed through Horizon Teller. Back up loan assistant as needed Frontline liaison with customers needing to see a bank officer Work with branch loan assistant in scheduling daily appointments with branch officers Assist customers with consumer loan applications and obtaining credit reports and other loan-related functions when loan assistant is not available 10. Branch Administrative Responsibilities a. Order all supplies for the branch as needed b. Open and close office by following established security procedures c. Perform general secretarial/etc. duties as required d. Balance cash vault as required and monitor cash needs for office 11. Any and all other duties or special projects as assigned. The responsibilities and duties of this position are subject to change without prior notice as the needs and/or circumstances of the bank change. High School Diploma or equivalent required A minimum of at least two (2) years of banking experience, preferably frontline customer service and/or teller or three years experience in customer service or office environment Must be detailed oriented/organized Must be able to multitask and follow-up with minimal supervision Ability to prioritize daily work flows Positive attitude Proficient in Microsoft Outlook, Microsoft Word and Microsoft Excel Customer service oriented Excellent communications skills, written and verbal Perform well while meeting deadlines in a fast-paced environment