Senior Universal Banker - Metairie Rd., Metairie, LA

Job Description

Posted Friday, March 6, 2026 at 7:00 AM

At Bank Plus, we strive to add value for our employees, customers and shareholders. We are a high‑performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.
All current employees must have a performance rating of Outstanding or High‑Performing to be eligible to post for a position.

Responsible for building and strengthening customer relationships by providing excellent service and ensuring the customer’s needs are met by evaluating and recommending the most appropriate bank products and services, processing relationship banker transactions, and serving as a concierge for the branch. The Senior Universal Banker also is responsible for supervising and mentoring staff. The Senior Universal Banker possesses superior banking knowledge and fully understands all banking product.

• Serves as a concierge for the branch and requires strong listening skills, customer service, and a positive and helpful attitude towards customers (internal and external)
• Maintains strong working relationships with internal and external customers and projects a positive and professional image of Bank Plus.
• Serves as a Universal Banker mentor and supervisor.
• Ensures Universal Banker rotation is in place and ongoing.
• Serves and an expert in 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 Bank Plus 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.
• Responsible for balancing and maintaining ITM’s and cash recyclers.
• Generates, approves, and services a personal loan portfolio relative to branch market and customers.
• Open various deposit accounts and complete 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.
• Interviews loan applicants and ensures the completion of an accurate consumer loan application and accepts customer paperwork for loan products.
• Ensures the completion of accurate consumer loan applications (including Credit Plus loans) and accepts customer paperwork for loan products.
• Processes check orders as requested by customer.
• Closes customer accounts as necessary following established Bank procedures.
• Processes wire transfer requests, issues stop payments and processes ACH returns.
• Assists customers requesting access to safe deposit box.
• Supports Bank Plus marketing efforts including volunteer support and engages in outside customer calls.
• Participates in the bank’s High‑Rewards Connections Program and makes referrals to the Mortgage Center and Wealth Management.
• Participates in community activities that may generate new customer leads.
• Maintain a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to:
  Bank Secrecy Act;
  Privacy Act;
  Fair Lending Act;
  Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct.

• Bachelor’s Degree preferred
• Four (4) or more years of similar experience
  • Must have two (2) years of banking and cash handling experience
  • Must have two (2) years of management experience
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
• Perform other duties as requested.
• Excellent verbal and written communication skills
• Work outside of regular business hours, as deemed necessary.
• Ability to handle multiple tasks.

Bank Plus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We maintain a drug‑free workplace and perform pre‑employment substance abuse testing.