Floating Universal Banker: Sales & Service Pro

Point Bank; Little Elm (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

PointBank is seeking a Universal Banker to provide prompt, friendly service and help customers with banking needs at our Little Elm branch. You will promote bank products and refer services to meet customers' financial goals while following established policies and procedures to ensure compliance.

Responsibilities include handling transactions, maintaining accurate records, and utilizing CRM to track leads and referrals.

Qualifications

• Provide prompt, efficient, and friendly service to customers.
• Identify opportunities to promote and refer bank products and services.
• Follow policies and procedures to ensure compliance and accuracy.

Responsibilities

• Assist customers with banking needs and resolve issues.
• Promote bank products and services to meet customer financial goals.
• Process transactions accurately using teller platforms and CRM.
• Maintain knowledge of accounts, products and services offered.

Skills

Bilingual English/Spanish

Job description

PointBank is seeking a Universal Banker to provide prompt, friendly service and help customers with banking needs at our Little Elm branch. You will promote bank products and refer services to meet customers' financial goals while following established policies and procedures to ensure compliance.

Responsibilities include handling transactions, maintaining accurate records, and utilizing CRM to track leads and referrals.