Bilingual Universal Banker (English/Spanish)

Point Bank; Pilot Point (TX); On-site; USD 28,000 - 38,000; Full time

Job summary

PointBank in Pilot Point, TX is seeking an energetic teller/customer service associate to deliver prompt banking support, handle transactions, and promote bank products. You will respond to customer needs, process transactions, and identify referral opportunities while maintaining regulatory compliance and security standards.

Ideal candidates are bilingual in English/Spanish, familiar with CRM systems, and capable of working in a fast-paced branch environment to help Grow PointBank’s customer

Qualifications

• Open, close, service and support all accounts, products and services offered by PointBank.
• Follow policies and procedures to ensure compliance and accuracy.
• Respond to customer questions quickly and courteously, leveraging sales/referral opportunities.
• Sell and refer bank products and services to meet customer financial goals.
• Solicit new business via outside calls per manager's schedule.

Responsibilities

• Maintain knowledge of accounts and services; assist customers with transactions.
• Promote bank products and services to meet individual and branch goals.
• Process transactions accurately using teller programs and CRM system.
• Adhere to banking regulations and privacy requirements; ensure cash security.

Skills

Customer service

Sales/referrals

CRM

Bilingual English/Spanish

Tools

CRM system

Banking software

Job description

PointBank in Pilot Point, TX is seeking an energetic teller/customer service associate to deliver prompt banking support, handle transactions, and promote bank products. You will respond to customer needs, process transactions, and identify referral opportunities while maintaining regulatory compliance and security standards.

Ideal candidates are bilingual in English/Spanish, familiar with CRM systems, and capable of working in a fast-paced branch environment to help Grow PointBank’s customer