Relationship Banker: Build Clients & Manage Accounts

PlainsCapital Bank; McAllen (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid holidays

PTO

401k Matching

Health benefits

Job summary

PlainsCapital Bank is hiring a Universal Banker at the McAllen S. 10th branch. The UB will cross-train in retail banking, handling new accounts and teller duties, building client relationships, and providing personalized financial solutions.

Responsibilities include account onboarding, product cross-selling, and cash handling while maintaining knowledge of the Bank’s offerings. A customer-focused, team player approach with strong communication is essential.

Qualifications

• High School diploma or GED required; Bachelor’s degree a plus.
• Minimum 2 years of banking experience, especially in retail banking sales/new accounts.
• Experience with cash handling is a plus.
• Ability to identify customer needs and provide effective solutions.
• Strong knowledge of PlainsCapital Bank products and services.
• Excellent verbal, written and interpersonal communication skills.

Responsibilities

• Practices excellent customer service with prompt acknowledgment and professional demeanor across in-person, phone, and email interactions.
• Establishes new client relationships through the new account process and identifies multi-product opportunities.
• Explain account options and services based on client needs.
• Build relationships and grow deposits and product adoption through proactive follow-up.
• Handle routine transactions including cashing checks, deposits, withdrawals, transfers, loan payments, and money orders.
• Maintain knowledge of the Bank’s product suite and comply with policies and procedures.

Skills

New accounts

Cash handling

Customer service

Cross-selling

Banking knowledge

Education

High School diploma or GED

Bachelor's degree or some college a plus

Tools

Microsoft Office

Job description

PlainsCapital Bank is hiring a Universal Banker at the McAllen S. 10th branch. The UB will cross-train in retail banking, handling new accounts and teller duties, building client relationships, and providing personalized financial solutions.

Responsibilities include account onboarding, product cross-selling, and cash handling while maintaining knowledge of the Bank’s offerings. A customer-focused, team player approach with strong communication is essential.