Client-Centric Banking Specialist: Accounts & Service

Susser Bank; Plano (TX); On-site; USD 42,000 - 68,000; Full time

Job summary

Susser Bank in Plano, Texas is looking for a Universal Banker to deliver exceptional client service, open and service accounts, process transactions, and respond to client inquiries while supporting branch teams. This role emphasizes building client relationships and cross-selling banking products, with a focus on regulatory compliance and service excellence across branches in the DFW area.

The position requires travel to various branch locations as needed to provide staffing coverage,

Qualifications

• A high school diploma or equivalent is required.
• Two years of new account experience is preferred.
• Previous cash-handling experience is required.

Responsibilities

• Open, maintain, and close deposit accounts with complete documentation.
• Process banking transactions and account service requests accurately and efficiently.
• Build client relationships and cross-sell banking products and services.
• Assist with cash handling, teller duties, and balance/audit procedures.
• Research and resolve client or account issues and follow up promptly.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Numerical and analytical skills

Communication skills

Teamwork and professionalism

Cross-selling knowledge

Cash handling familiarity

Education

High school diploma or equivalent

Job description

Susser Bank in Plano, Texas is looking for a Universal Banker to deliver exceptional client service, open and service accounts, process transactions, and respond to client inquiries while supporting branch teams. This role emphasizes building client relationships and cross-selling banking products, with a focus on regulatory compliance and service excellence across branches in the DFW area.

The position requires travel to various branch locations as needed to provide staffing coverage,