Universal Banker

Texana Bank; Linden (TX); Presencial; USD 32 000 - 42 000; Tempo integral

Resumo da oferta

Texana Bank seeks a Universal Banker to handle teller transactions and new accounts while promoting bank products. You will deliver prompt, friendly service and maintain knowledge of the full product line to support customers and cross-sell effectively.

You will balance accounts, process wires, answer inquiries, and assist with notary and safe deposit duties while ensuring confidentiality and compliance with bank policies and regulations.

Qualificações

• High school diploma or equivalent required.
• At least 1 year of customer service and cross-selling experience.
• At least 1 year of teller experience.
• Ability to enter numerical data on computer with speed and accuracy.
• Good mathematical aptitude to facilitate daily balancing.
• Strong interpersonal skills and ability to work with others.
• Ability to work under pressure and prioritize tasks.

Responsabilidades

• Processes teller transactions according to policies and procedures.
• Adheres to audit, security, and bank regulations.
• Explain services and assist customers in selecting and opening accounts.
• Perform servicing duties: greet customers, handle inquiries, issue checks and debit cards, wire transfers, balance accounts, and cross-sell products.
• Explain bank services and charges to customers.
• Perform filing, copying, mail handling and general clerical tasks.
• Open/close safety deposit boxes and assist with inventory for deceased customers.
• Observe suspicious behavior and report it; follow bank procedures during emergencies.
• Provide notary public service if needed.
• Maintain confidentiality of customer information.
• Perform other tasks as assigned by management.

Conhecimentos

Strong interpersonal skills

Customer service

Cross-selling experience

Numerical data entry

Balance accounting accuracy

Work under pressure

Formação académica

High school diploma or equivalency

Descrição da oferta de emprego

JOB SUMMARY

The Universal Banker is responsible for providing all teller-based transactions and new account functions as well as cross-selling bank products/services to new and existing customers. Must maintain and acquire knowledge of complete line of products/services offered at the bank. Provides prompt, efficient, and friendly service to customers and follows the established policies and procedures for this area, in accordance with the Bank and the supervisor’s direction.

ESSENTIAL FUNCTIONS

• Processes transactions within established policies and procedures to ensure operational excellence.

• Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations.

• Explain various services available and assist customers in selecting these services. Open appropriate account(s) by uncovering specific needs.

• Performs servicing duties: greets and direct customers as they enter bank, researches customer inquiries, orders checks and/or debit cards, returns phone calls, helps customer’s balance their accounts, accepts and forwards wires, and maintains working knowledge of products/services for cross-selling.

• Explains bank services and charges to customers.

• Perform a variety of other tasks, such as filing, copying, and opening and distributing mail.

• Open or close safety deposit boxes; assist with inventory of deceased customers’ boxes.

• Observes suspicious behavior and reports any such activity to management as appropriate. In the event of a robbery, remains calm and follows bank procedures to safeguard customers and staff.

• Provide notary public service (if needed).

• Maintain confidentiality of customer accounts and information.

• Performs other tasks as requested by management as they relate to the bank and its functions.

QUALIFICATIONS

• High school diploma or equivalency.

• At least 1 year customer service and cross-selling experience;

• At least 1 year of teller experience;

• Ability to enter numerical data on computer with speed and accuracy.

• Good mathematical aptitude to facilitate daily balancing.

• Must have strong interpersonal skills and work well with others.

• Ability to work under pressure.

• Ability to prioritize and organize.