Commercial Assistant/Universal Banker
Full Time • Lafayette
Responsive recruiter
Position Summary
This position will have a hybrid function with equal responsibility assigned to servicing our retail clientele and providing support to our Commercial Banking Team. The candidate for this position will need to multitask and stay organized as priorities shift based on our clients’ demands.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Reach out to prospective retail and commercial banking customers and establish relationships.
- Assist Commercial Lenders with processing new loan requests and renewals.
- Monitor Commercial future maturities and help procure needed documents.
- Greet customers when they enter the branch and establish a professional, friendly rapport.
- Evaluate customers’ financial needs, provide banking solutions, and refer them to the appropriate branch officers as needed.
- Clearly explain product and service benefits, requirements and restrictions, changes and other related product information to clients and bank employees.
- Manage customer accounts, including opening and closing accounts and overseeing transactions.
- Provide account services to customers by receiving deposits and loan payments, cashing checks, handling withdrawals, and recording night and mail deposits.
- Maintain cash drawer, TCR, ATM and Vault cash in an accurate manner.
- Comply with bank operations and security procedures by participating in all dual-control functions.
- Maintain confidentiality for customer accounts and bank operations.
- Provide ongoing banking relationship services with existing clients.
- Ensure customer satisfaction and resolve issues with banking products or services.
- Attend seminars and meetings as requested.
- Possess excellent communication skills with Branch Manager, Commercial Lenders, co-workers, and customers.
- Assist in any special projects or other assignments as requested.
- Perform any other duties as assigned.
Minimum Qualifications (Knowledge, Skills, and Abilities)
- High school diploma or equivalent.
- Minimum two (2) years’ experience in a full-service financial institution.
- Knowledge of banking software, technology, rules, and regulations.
- Excellent written and verbal communication and interpersonal skills.
- Dedication to meeting the expectations and requirements of internal and external customers, use feedback for continuous improvement, and develop and maintain effective relationships.
- Willingness to attend training seminars and meetings outside normal working hours.
- Ability to maintain a professional, courteous demeanor even under high-pressure circumstances.
- Ability to process customer requests, identify problems and provide solutions.
- Must be proficient in Microsoft Office products, including but not limited to Word, Excel, and Outlook.
Benefits:
- Competitive salary
- 401(k)
- Employee Stock Ownership Plan
- Health/Dental/Vision insurance
- Bank paid Life Insurance
- Paid Holidays
- Paid time off
- Opportunity for advancement
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee could occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee could occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.
Compensation: $38,000.00 - $50,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
At Catalyst Bank, our core values form the foundation of our operations. They define who we are and how we serve our customers with truth, humility, and a commitment to excellence. These values ensure that every interaction reflects our dedication to delivering exceptional service and building lasting connections.
WHY WORK WITH US:
Community-Focused: Be a part of a team that makes a real difference in your community.
WHY WORK WITH US:
Community-Focused: Be a part of a team that makes a real difference in your community.
Professional Growth: We invest in our employees' growth and development through continuous training and career advancement opportunities.
Collaborative Environment: Work in a supportive and collaborative environment where your ideas and contributions are valued.
Comprehensive Benefits: Enjoy a competitive salary, health benefits, retirement plans, and more.
Apply here.
