Universal Banker - Assistant Manager

Job Description

Universal Banker

Location: Baton Rouge, Louisiana

Industry: Community Banking / Financial Services

Position Summary

A growing financial institution in the Baton Rouge market is seeking a customer-focused Universal Banker to serve as a key point of contact for retail and consumer banking clients. This role combines teller responsibilities, account servicing, relationship development, and sales support to provide a full-service banking experience. The ideal candidate will enjoy working with customers, identifying financial needs, and delivering exceptional service while supporting branch growth objectives.


Essential Responsibilities

Customer Service & Relationship Management

• Serve as the primary contact for customers visiting the branch.
• Build and maintain strong customer relationships through proactive communication and personalized service.
• Identify customer needs and recommend appropriate banking products and services.
• Resolve customer inquiries, account issues, and service requests promptly and professionally.

Teller & Transaction Processing

• Accurately process deposits, withdrawals, loan payments, cashier's checks, wire transfers, and other banking transactions.
• Balance cash drawer daily and maintain compliance with bank policies and procedures.
• Assist with ATM balancing, vault operations, and branch cash management as assigned.
• Ensure all transactions are completed accurately and securely.

Account Opening & Sales Support

• Open and maintain consumer and business deposit accounts.
• Assist customers with online banking enrollment, debit cards, mobile banking, and digital banking services.
• Cross-sell checking accounts, savings products, CDs, consumer loans, credit cards, and other bank services.
• Generate referrals for mortgage, commercial, wealth management, and other specialized banking departments.

Compliance & Operations

• Adhere to all banking regulations, security procedures, and internal policies.
• Maintain knowledge of BSA, AML, CIP, OFAC, and other regulatory requirements.
• Assist with branch audits and operational reviews.

Qualifications

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• 1+ years of banking, customer service, retail sales, or cash-handling experience preferred.
• Strong communication and interpersonal skills.
• Ability to identify customer needs and recommend financial solutions.
• Detail-oriented with excellent accuracy and organizational skills.
• Proficient with Microsoft Office and banking technology platforms.
• Ability to work in a fast-paced, customer-focused environment.

Preferred Experience

• Current or Previous teller, personal banker, universal banker, or retail banking experience.
• Experience opening deposit accounts and discussing consumer banking products.
• Cash handling and balancing experience.
• Knowledge of consumer lending products and digital banking services.

Compensation & Benefits

• Competitive base salary.
• Incentive opportunities based on branch performance and referrals.
• Medical, dental, and vision insurance.
• 401(k) with employer match.
• Paid time off and holidays.
• Professional development and career advancement opportunities.

Ideal Candidate Profile

• Friendly, professional, and customer-focused.
• Passionate about helping customers achieve financial goals.
• Comfortable with both service and sales responsibilities.
• Team-oriented with a strong work ethic.
• Committed to accuracy, compliance, and relationship building.

This position offers an excellent opportunity for a banking professional looking to grow their career in retail banking while making a positive impact within the Baton Rouge community.

Qualified applicants may call: View phone number on click.appcast.io or send an application to View email address on click.appcast.io

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.