Universal Banker

Texana Bank; Linden (TX); On-site; USD 30,000 - 52,000; Full time

Job summary

Texana Bank in Linden, Texas is seeking a Universal Banker to handle teller transactions, open new accounts, and cross-sell bank products to customers. You will maintain knowledge of our complete product line and deliver prompt, friendly service following bank policies and procedures.

Responsibilities include processing transactions, assisting customers with services, opening/closing accounts and safe deposit boxes, performing clerical tasks, and staying compliant with security and audit

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 with speed and accuracy.
• Strong interpersonal skills and teamwork.

Responsibilities

• Processes transactions within policies to ensure operational excellence.
• Follows audit and security policies and procedures per bank policy.
• Explain services and assist in selecting them; open accounts based on needs.
• Perform servicing duties: greet customers, process inquiries, issue checks/cards, balance accounts.
• Explain bank services and charges to customers.
• Perform clerical tasks and mail handling as needed.
• Open/close safety deposit boxes and assist with inventory.
• Monitor suspicious activity and report to management; follow robbery procedures.
• Provide notary public service if needed.
• Maintain confidentiality of customer information.
• Perform other tasks as requested by management.

Skills

Customer service

Cross-selling

Teller experience

Education

High school diploma or equivalency

Job description

Texana Bank first opened its doors in 1914 in Linden, Texas. In the past century, banks in our region have come and gone, but Texana is different. At Texana, we believe in growing for the right reasons — to better serve you.

Texana now boasts four full service branches throughout East Texas, in addition to two branches in Arkansas and one in Keller, TX. We also have several mortgage offices to serve you. We’ re bringing honesty back to banking. Our staff has the tools and knowledge to help you achieve your goals faster. At Texana, we call you by name, and we’ re personally invested in your success. We’ re not going anywhere.

Equal Opportunity Statement: Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.

Texarkana, TX 75503

1680 Keller Pkwy

Keller, TX 76248

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.