Universal Banker

NDBT (North Dallas Bank & Trust); Addison (TX); On-site; USD 35,000 - 45,000; Full time

Job summary

A regional bank in Addison, TX, is seeking a Universal Banker to handle customer transactions and service requests while ensuring an exceptional experience. The role requires a minimum of 2 years of customer service and teller/banker experience. Responsibilities include greeting customers, assisting with account maintenance, and utilizing needs-based assessments. Candidates must be able to work banking hours and occasionally Saturdays. Join a team that values growth, stability, and community service!

Qualifications

• Minimum 2 years customer service experience required.
• Minimum 2 years teller/banker experience in a regulated institution.
• Ability to work during banking hours and some Saturdays.

Responsibilities

• Perform maintenance and service duties for customers.
• Use needs-based assessment tools to analyze customer needs.
• Assist in opening, closing, and maintaining customer accounts.
• Educate customers on self-service and remote channels.
• Maintain goodwill and explore additional business opportunities.

Skills

Customer service

Cash handling

Strong listening skills

Needs-based assessment

Communication skills

Job description

A Universal Banker in our Addison banking center is responsible for providing teller-based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers while delivering an exceptional customer experience. Universal Bankers process deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures.

Responsibilities

• Primary role to perform maintenance and service duties for customers: greet customers/prospects in the lobby, on the teller line, or on the phone. Research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities.
• Use needs-based assessment tools to analyze and determine customer needs. Recommend and offer appropriate solutions (consumer and business) both in person and on the telephone. Use the conversation model to uncover customer needs using open-ended questions.
• Secondary resource in the center for new accounts, accurately opens, closes and maintains customer’s accounts according to established policies and procedures. Ensure that new accounts are properly boarded and cross-sell opportunities identified and pursued.
• Assist and educate customers on the use of self service and remote channels.
• Provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business.

Qualifications

• 40 hours per week - Must be able to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon).
• Minimum 2 years customer service experience as well as cash handling experience.
• Minimum 2 years teller/banker experience within a regulated financial institution or retail banking required.
• Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship.

Job Location: Addison, TX on Keller Springs Road at Tollway

North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.