Universal Banker - Dallas

COMMUNITY NATIONAL BANK; Dallas (TX); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading bank in Dallas is seeking a customer-focused individual to assist with various service functions. The role involves performing teller duties, opening accounts, and ensuring compliance with banking regulations. Ideal candidates should be organized, professional, and able to multi-task effectively.

Qualifications

• Must present a professional appearance.
• Ability to work independently and in a team environment.

Responsibilities

• Perform Teller functions including deposits, withdrawals, and loan payments.
• Open and process consumer and business deposit accounts.
• Assist in community awareness events.

Skills

Customer oriented

Highly organized

Ability to multi-task

Ability to communicate

Job description

Under general supervision, but in line with established bank policies and procedures, assist the Dallas office in providing a variety of service functions for customers. Answer customers' questions and explain available products and services to best meet the needs of the customer. Perform all duties of a New Account Representative, Customer Service Representative, and a Teller in a professional and helpful manner.

Principal Responsibilities and Duties

• Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
• Perform Teller functions, including customer verification, deposits, withdrawals, loan payments, cash checks, balance cash drawer, and balance vault.
• Responsible for opening and processing consumer and business deposit accounts.
• Prepare daily reports.
• Maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business products.
• Process customers through CIP program.
• Resolve customer concerns or questions regarding their online banking and bill pay.
• Assist in community awareness events to increase bank outreach.
• Maintain regular and punctual attendance.
• Work cooperatively with others.
• Work overtime as needed.
• Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.

Qualifications

Skills and Abilities Required

• Must present a professional appearance
• Must be highly organized and a self- starter
• Must be customer oriented
• Ability to multi-task
• Maintain confidentiality
• Ability to work independently and in a team environment
• Ability to communicate and receive direction from any level of management

Working Conditions

• Common office environment.
• Exposed to potentially hazardous conditions, i.e., robbery. Receives detailed instructions concerning procedures to be followed for minimal exposure.
• Considerable effort and eyestrain from continuous computer use.
• Perform a variety of duties, often changing from one task to another of a different nature.

Physical Requirements

• Occasionally move office equipment, and files weighing 10+ pounds
• Must be able to remain in a stationary position for long periods of time to process work and assist customers.