Universal Banker

Firstbank Southwest; Amarillo (TX); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical, Rx, Dental, Vision insurance

HSA, FSA, Limited FSA

Life Insurance/AD&D

Short-Term Disability

Long-Term Disability

Identify Theft Protection

401k with employer match

Vacation, Sick Leave, Holiday pay

Tuition Reimbursement

Job summary

FirstBank Southwest is seeking an Experienced Universal Banker in Amarillo, TX. You will split time between teller and personal banker functions, handling deposits, withdrawals, and various account services while providing exceptional customer service.

You will identify customer needs, build relationships, and promote bank products to grow the customer base. A High School diploma and relevant banking experience are required, with opportunities for advancement and benefits.

Qualifications

• High School Diploma/GED with 3 years banking experience.
• Associate degree with 1 year banking experience.
• Excellent customer service and cross-selling skills.

Responsibilities

• Identify customer financial needs and tailor solutions.
• Develop and maintain long-term customer relationships.
• Process deposits, withdrawals, and loans at teller window; provide service.
• Cross-sell bank products and services.

Skills

Customer service

Sales

Education

High School Diploma/GED

Associate Degree

Tools

Microsoft Office

Excel

Word

Job description

Job Details

Level: Experienced, Job Location: Gem Lake - Amarillo, TX 79106, Position Type: Full Time, Education Level: High School, Travel Percentage: None, Job Shift: Day, Job Category: Retail Banking

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

• High School Diploma/GED or equivalent and 3 years' experience in banking
• Associate Degree and 1 years experience in banking

Job 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 skills
• Microsoft Office, specifically Word and Excel

Expectations of an Employee

• Treat all customers and fellow employees with respect
• Exceed customer expectations
• Meet customer needs
• Conduct interactions with honest, ethical, and strong moral principles
• Perform at the highest level
• Take responsibility for actions
• Do what is expected
• Lead by example
• Work as a team
• Efficiently share information in a collaborating and proactive manner
• Pay attention to detail
• Solve problems
• Make sound decisions
• Manage time effectively
• Prioritize effectively
• Perform multiple tasks simultaneously
• Show up for work and be on time
• Comply with all laws and regulations
• Complete all required training

Supervisory Responsibilities

None

Amount of Travel

None

Physical Requirements

• May need to sit/stand for long periods of time
• Sustained visual concentration while working at the computer
• Typing on a keyboard for long periods of time
• Handle high stress environment

Benefits Include

• Medical, Rx, Dental, and Vision insurance
• HSA, FSA, and Limited FSA
• Employer paid and voluntary Life Insurance/AD&D
• Short-Term Disability
• Long-Term Disability
• Accident/Hospital Indemnity/Critical Illness voluntary plans
• Identify Theft Protection
• 401k with employer match
• Vacation, Sick Leave, and Holiday pay
• Tuition Reimbursement
• Gym membership discounts
• Annual payrate increases
• Incentive based bonuses

Equal Opportunity Statement

It 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.