Universal Banker I - Downtown, Meridian, MS

Meridian, MS (Unknown)

Salary Not AvailableEntry Level2+ years expFull time

Posted 4 weeks ago

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Job Summary

Own the frontline relationship experience with BankPlus, driving cross sell of deposits, loans, and digital banking while ensuring accurate processing and compliance across daily banking tasks.

  • Relationship Management: Build trusted client relationships and refer to Mortgage Center and Wealth Management when appropriate.
  • Product & Digital Enablement: Educate customers on mobile and online banking and sound product recommendations.
  • Operations & Compliance: Process transactions accurately, balance ITM and cash recyclers, and maintain regulatory knowledge and training compliance.

Job Description

  • Maintains strong working relationships with internal and external customers and projects a positive and professional image of BankPlus.
  • Possesses sales and service skills with a focus on loan, deposit, and cash management products.
  • Performs relationship banker transactions accurately and efficiently, including issuing relationship banker/official checks, processing collection items, or other transactions not processed using the ITM, according to BankPlus procedures.
  • Assists and educates customers on the use of the ITM to handle daily transactions, if necessary.
  • Ensures that ITM and cash recyclers are balanced and maintained in an accurate manner, as needed.
  • Opens various deposit accounts and completes account servicing transactions, as requested by customer.
  • Educates customers on emerging bank technology and digital solutions such as mobile and online banking.
  • Sells and cross-sells bank products to new and established customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products.
  • Works in DecisionPro and obtains NMLS number, as determined by level of training and management.
  • Ensures the completion of accurate consumer loan applications (including CreditPlus loans) and accepts customer paperwork for loan products.
BANKPLUS logo

BANKPLUS

3.4 Glassdoor

Founded in 1909, BankPlus is one of the Southeast’s premier regional banks serving consumers and businesses with the latest technology through a full suite of financial services, including retail banking, commercial banking, mortgage lending and wealth management. For more information about BankPlus, visit www.bankplus.net.The BankPlus LinkedIn page will be used to connect with and recruit High-Performing individuals to help build an even stronger community-minded financial institution. Please do NOT post any personal or financial information in this channel. Also, we will not tolerate badgering, harassing language or lewd/obscene language in this community. We will take action to delete comments that amount to such or ban someone from posting if we deem necessary. Please direct any questions regarding BankPlus products and services to our Customer Service Center at 1-888-811-PLUS. If you are seeking sponsorship for your group, please do not send those requests via this channel. Sponsorship information can be found here: https://www.bankplus.net/Contributions-and-Sponsorships/

Founded in 1909
USA
894 employees
73% recommend to a friend
92% CEO approval

Traffic Signals

Monthly Visitors
202.3K
Monthly Google Ads Budget
$2.2K
Traffic Source Mix
Search
24.1%
Direct
62.9%
Referral
5.7%
Social
0%
Paid
1%

Headcount Trend

Current headcount: ~894

Marketing Team

Marketing Roles Posted (Last 30 Days)
1

Funding

Total Funding
$2.5M
Last Raise
$2.5M
Grant, 3 years ago

Funding History

  • Apr 2023
    Grant • $2.5M

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