Relationship Banker 2

UBank; Lufkin (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

UBank is hiring a Bank Teller to serve as the frontline representative handling daily financial transactions and guiding customers on bank products. The role emphasizes accuracy, security and compliance with policies and regulations.

The position is full-time, in-branch, with occasional hours. You will process deposits, withdrawals and transfers while delivering excellent service and promoting banking solutions to clients.

Qualifications

• High school diploma or GED required; vocational training beneficial.
• 1+ year banking experience preferred.
• Strong numerical and detail orientation for accuracy.

Responsibilities

• Process deposits, withdrawals, transfers, loan payments, cash advances and check cashing.
• Count and package currency; reconcile cash drawer at shift start and end.
• Greet customers, answer inquiries, resolve issues professionally and maintain confidentiality.
• Identify customer needs and cross-sell bank products like checking, savings, cards and loans.
• Open and maintain consumer products such as new accounts and online banking assistance.
• Verify identities and detect counterfeit currency or potential fraud; follow security policies.
• Maintain supplies and proper handling of documents.

Skills

Numeracy & detail

Customer service

Technical proficiency

Security awareness

Sales aptitude

Education

High school diploma or GED

Tools

Banking software

ATMs

Digital platforms

Job description

A Bank Teller serves as the frontline representative of the bank, facilitating daily financial transactions and delivering exceptional customer service. The role involves handling cash, checks, money transfers, and guiding customers on bank products, all while ensuring accuracy, security, and compliance with policies and regulations.

Core Responsibilities

• Process Transactions: Handle deposits, withdrawals, transfers, loan payments, cash advances, and check cashing. Issue money orders, cashier’s checks, savings bonds, and traveler’s checks.
• Cash Management: Count and package currency; reconcile cash drawer at the beginning and end of each shift. Monitor ATM deposits/withdrawals (where applicable).
• Customer Service: Greet customers, answer inquiries, resolve issues professionally, and maintain confidentiality. Assist customers with opening/closing accounts, ordering checks or debit cards, and navigating digital banking.
• Sales & Referrals: Identify and discuss customer needs; cross-sell bank products like checking, savings, credit cards, and loans. Refer clients to specialized services when appropriate.
• Consumer Products: Open and maintain consumer products such as new accounts, online banking assistance and other bank products and services.
• Security & Compliance: Verify customer identities and detect counterfeit currency or potential fraud. Adhere to internal controls, bank policies, and federal regulations (e.g., CTRs, Reg CC, confidentiality, robbery protocols).
• Cash Inventory & Supplies: Maintain adequate supplies and ensure proper handling of documents, ticket capture, and reordering.

Required Qualifications & Skills

Education: High school diploma or GED; vocational training or part-time college is beneficial.

Experience: Preferably 1+ year in banking experience.

• Numeracy & Attention to Detail: Strong math skills for counting, balancing, and minimizing errors.
• Customer Service & Communication: Friendly, patient, and professional interaction skills.
• Technical Proficiency: Comfortable with banking software, ATMs, and digital platforms.
• Security Awareness: Capable of identifying fraud and upholding security protocols.
• Sales Aptitude: Ability to engage customers and promote relevant banking products.

Physical Requirements & Work Environment

Full-time in-branch role, with occasional hours depending on the branch. Involves standing for extended periods and handling cash/documents regularly. Fast-paced environment with performance tied to accuracy, compliance, and customer satisfaction targets.

Performance Metrics

• Accuracy: Cash drawer accuracy and transaction error rates.
• Customer Satisfaction: Service ratings, resolution times, and complaint handling.
• Sales Goals: Number of referrals, account openings, and product cross-sells.
• Compliance Standards: Audit results, fraud detection, and adherence to regulatory procedures.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. We are committed to creating an inclusive and equitable workplace where everyone feels valued and empowered.If you need assistance or an accommodation during the application or hiring process, please contact us at [e-mail]