Universal Banker

Firstbank-Southwest; Amarillo (TX); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with employer match

Tuition reimbursement

Job summary

FirstBank Southwest in Amarillo, TX is seeking Universal Bankers who split time between Teller and Personal Banker duties, delivering outstanding customer service. You will help customers with deposits, withdrawals, and product recommendations while maintaining compliance.

The role combines cash handling, account openings, loan processing, and cross-selling in a fast-paced environment, emphasizing accuracy and relationship-building with clients.

Qualifications

• High School Diploma or GED or equivalent plus banking experience.
• Associate degree plus banking experience.
• Ability to open and maintain consumer and business accounts.

Responsibilities

• Recognizes and discovers financial needs of customers and provides solutions.
• Develops long-term relationships with customers and cross-sell services.
• Processes deposits, withdrawals, and cash flow at teller window.
• Opens checking, savings, money market, and CDs; issues cards.
• Assists with IRA transactions, loans, and money movement.
• Maintains BSA compliance and regulatory knowledge.
• Markets the bank to gain new customers and retain existing ones.

Skills

Customer service

Cross-selling

Attention to detail

Banking knowledge

Education

High School Diploma or GED

Associate Degree

Tools

Microsoft Office

Excel

Word

Job description

Job Summary: Responsible for introducing customer to new products and services, developing relationships, and maximizing sales opportunities. As well as, processing deposits, withdrawals, and other financial interactions. The Universal Bankers will split their time between Teller and Personal Banker functions while providing excellent customer service to all customers.Education/Experience: A minimum of the following education/experience is required:High School Diploma/GED or equivalent and 3 years' experience in bankingAssociate Degree and 1 years experience in bankingJob Specific Responsibilities:Recognizes and discovers financial needs of customers and works to find the best solutions for each.Develops and maintains positive long term relationships with customers.Listens to and resolves customer complaints.Prepares new IRA’s, transfers, rollovers, conversions, death claims, contributions, and distributions of IRA’s.Processes deposits, withdrawals, and cash flow at a teller window.Opens checking, savings, money market and certificates of deposit accounts.Orders check and ATM/Debit cards and provides starter checks for new accounts.Displays knowledge and proficiency in explaining, selling, and administering products.Analyzes customer information to identify opportunities for growth and expansion of services.Identifies cross-selling and referral opportunities through in-person efforts, cold calls, referrals, and marketing.Understands required documents to open consumer and business accounts.Maintains knowledge of consumer and business ownership types.Assists customers with card disputes, fraudulent activity, and stop payment processes.Originates, processes, and closes consumer loans.Accepts deposits, verifies cash, cashes checks, and payments for loans.Balances and services ATM as needed.Completes Currency Transaction Reports.Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process).Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position.Markets the Bank in order to gain new customers and maintain existing ones.Other duties as assigned.Required Technical Knowledge:General computer skillsMicrosoft Office, specifically Word and ExcelExpectations of an Employee:Treat all customers and fellow employees with respectExceed customer expectationsMeet customer needsConduct interactions with honest, ethical, and strong moral principlesPerform at the highest levelTake responsibility for actionsDo what is expectedLead by exampleWork as a teamEfficiently share information in a collaborating and proactive mannerPay attention to detailSolve problemsMake sound decisionsManage time effectivelyPrioritize effectivelyPerform multiple tasks simultaneouslyShow up for work and be on timeComply with all laws and regulationsComplete all required trainingSupervisory Responsibilities: NoneAmount of Travel: NonePhysical Requirements:May need to sit/stand for long periods of timeSustained visual concentration while working at the computerTyping on a keyboard for long periods of timeHandle high stress environmentBenefits Include:Medical, Rx, Dental, and Vision insuranceHSA, FSA, and Limited FSAEmployer paid and voluntary Life Insurance/AD&DShort-Term DisabilityLong-Term DisabilityAccident/Hospital Indemnity/Critical Illness voluntary plansIdentify Theft Protection401k with employer matchVacation, Sick Leave, and Holiday payTuition ReimbursementGym membership discountsAnnual payrate increasesIncentive based bonusesIt is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.