Customer-First Banking Specialist — New Accounts & Service

Business First Bank; Dallas (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Business First Bank is seeking an enthusiastic Universal Banker to deliver high-quality customer service while processing transactions and assessing customer needs for new account openings. The role focuses on developing relationships to meet branch and individual sales goals.

The position requires handling a broad range of activities, including transactions, new accounts, and referrals, while supporting bank campaigns and ensuring compliance with policies and security procedures.

Qualifications

• Requires High School Diploma or GED.
• Minimum 2 years of personal banking or teller experience with emphasis on customer service.

Responsibilities

• Serve as the first point of contact for customers and identify financial service opportunities.
• Handle transaction processing, new account sales, customer service, and referrals.
• Support sales objectives and campaigns by selling Bank products and cross-selling to maintain relations.

Skills

Customer service

Sales

Relationship building

Communication

Education

High School Diploma or GED

Tools

Banking software

Job description

Business First Bank is seeking an enthusiastic Universal Banker to deliver high-quality customer service while processing transactions and assessing customer needs for new account openings. The role focuses on developing relationships to meet branch and individual sales goals.

The position requires handling a broad range of activities, including transactions, new accounts, and referrals, while supporting bank campaigns and ensuring compliance with policies and security procedures.