Universal Banker - Floater

Susser Bank; Plano (TX, AR); On-site; USD 32,000 - 42,000; Full time

Job summary

Susser Bank is seeking a Universal Banker to provide exceptional client service while supporting branch teams across the DFW market. You will open and service accounts, handle transactions, respond to inquiries, and help clients with bank products and services.

Candidate should have a high school diploma, cash handling experience, and 2 years of new account experience preferred. Travel to branches is required to support daily operations and ensure compliance with policies and procedures.

Qualifications

• Understanding banking concepts and regulations.
• Strong numerical and analytical abilities to balance and reconcile.
• Ability to explain banking products clearly and identify client needs.
• Proven teamwork and professionalism when assisting clients and colleagues.

Responsibilities

• Travel to and support branch locations in the DFW market.
• Open, maintain, and close deposit accounts with proper documentation.
• Process banking transactions and service requests accurately.
• Build relationships through outreach, cross-selling, and referrals to banking partners.
• Assist with cash handling, teller operations, and audits as assigned.
• Resolve client/account issues and provide timely follow-up.

Skills

Banking concepts

Numerical skills

Communication

Teamwork

Education

High school diploma

New account experience (2 yrs) preferred

Cash handling experience

Job description

The Universal Banker delivers exceptional client service while supporting the branch teams and bankers in providing a seamless banking experience. This position opens and services accounts, processes transactions, responds to client inquiries, resolves account-related issues, and recommends appropriate bank products and services. The Universal Banker works collaboratively with branch teammates and bankers to strengthen client relationships, support daily operations, and contribute to overall branch success while adhering to all policies, procedures, and regulatory requirements.

Primary Duties and Responsibilities

• Travels to and supports branch locations throughout the DFW market as needed to provide staffing coverage, operational assistance, and exceptional client service to various branch teams and bankers.
• Provides prompt, professional service to clients and identifies opportunities to address their financial needs.
• Opens, maintains, and closes deposit accounts while ensuring documentation is complete, accurate, and properly retained.
• Processes banking transactions and account service requests accurately, efficiently, and in accordance with established procedures.
• Builds client relationships through proactive outreach, product education, cross-selling, and appropriate referrals to banking partners.
• Supports the branch team and bankers by assisting with account opening and maintenance, responding to client inquiries, resolving account-related issues, supporting relationship management efforts, and contributing to efficient branch operations.
• Assists with cash handling, teller, vault, balancing, audit, and other operational control responsibilities as assigned.
• Researches and resolves client or account-related issues and provides timely, accurate follow-up.
• Safeguards confidential information and complies with applicable laws, regulations, security standards, and bank policies and procedures.
• Maintains current job knowledge through ongoing training and performs additional duties as assigned.

Education and Experience Required

• A high school diploma or equivalent is required.
• Two years of new account experience is preferred, along with knowledge of teller services.
• Previous cash-handling experience is required.

Skills and Abilities Required

• Working knowledge of banking concepts, practices, and applicable regulations.
• Strong numerical and analytical skills, with the ability to balance transactions accurately, reconcile differences, and maintain complete financial records.
• Thorough knowledge of bank products and services, policies, and procedures, including the sales incentive program and applicable regulatory and audit requirements.
• Demonstrated ability to explain bank products and services clearly, identify client needs, cross-sell appropriate solutions, and respond effectively to client inquiries.
• Strong written, verbal, and interpersonal communication skills, with the ability to identify client needs, explain banking solutions, and recommend appropriate products and services.
• Demonstrated teamwork, cooperation, professionalism, and patience when working with clients and colleagues.

Susser Bank is an equal opportunity employer.Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Susser Bank participates in E-Verify.

Travel Required

Yes .

Qualifications

Behaviors

Preferred

Enthusiastic : Shows intense and eager enjoyment and interest

Team Player : Works well as a member of a group

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Preferred

Growth Opportunities : Inspired to perform well by the chance to take on more responsibility

Goal Completion : Inspired to perform well by the completion of tasks

Flexibility : Inspired to perform well when granted the ability to set your own schedule and goals

Experience

Preferred

2 years: New accounts and teller services experience preferred.

Prior customer service and cash handling experience required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.