Universal Banker - Georgetown

Georgetownchamber; Georgetown (TX); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

Paid Time Off

Profit Sharing

Job summary

Georgetown Chamber is seeking a Universal Banker in Georgetown, TX to be the first point of contact for community bank customers. The role blends teller duties with new account responsibilities to deliver a seamless banking experience.

The ideal candidate is detail-oriented, trustworthy, and committed to supporting the chamber's community-focused banking mission through compliant, personalized service.

Qualifications

• High school diploma or equivalent required; associate degree or higher preferred.
• Previous banking or cash-handling experience strongly preferred.
• Current/Valid Driver's License with clean driving history.
• Knowledge of banking regulations and compliance standards is a plus.
• Proficiency with Microsoft Office and banking software systems.

Responsibilities

• Greet and assist customers promptly in person and by phone.
• Process routine banking transactions (deposits, withdrawals, transfers, loan payments, check cashing).
• Balance cash drawers, reconcile transactions, and follow security procedures.
• Handle electronic banking transactions (ACH origination, wires).
• Assist with opening/closing duties, night drop, ATM balancing, vault management.

Skills

Attention to detail

Organizational skills

Communication skills

Interpersonal skills

Microsoft Office

Banking software systems

Education

High school diploma or equivalent

Associate degree preferred

Tools

Microsoft Office

Banking software systems

Job description

Job Title: Universal Banker
Location: Georgetown, TX
Department: Retail Banking
Reports To: Branch Manager
Position Summary:
The Universal Banker is the first point of contact for our community bank customers and plays a key role in delivering exceptional service. This is a dynamic role that combines tellers and new account representative responsibilities, ensuring a seamless and positive banking experience. The ideal candidate is detail-oriented, trustworthy, and committed to supporting our community-focused banking mission.

Key Responsibilities:

• Greeting and assist customers promptly and courteously in person and over the phone. Directing calls to the appropriate department or personnel when necessary.
• Process routine banking transactions, including deposits, withdrawals, transfers, loan payments, and check cashing.
• Accurately balance cash drawers, reconcile transactions, and follow established security and compliance procedures.
• Handle electronic banking transactions such as ACH origination, domestic and international wires.
• Support branch operations by assisting with opening/closing duties, night drop, ATM balancing, and vault management as assigned.
• Open, close, maintain, and manage new accounts (checking, savings, CDs, loans, etc.) while ensuring compliance with bank policies and regulations.
• Ensure all customer information is accurately entered and maintained in bank systems.
• Assist customers with debit card increases, check ordering, telephone banking, online and mobile banking.
• Identify customer needs and refer them to appropriate bank products or specialists.
• Maintain compliance with bank policies, procedures, and regulatory requirements.
• Assist with administrative tasks related to account maintenance and customer inquiries.
• Uphold the bank’s commitment to developing and maintaining strong relationships with clients by providing exceptional customer service and fostering long-term relationships with clients to promote loyalty and retention.
• Adhere to security procedures to safeguard bank assets and protect customer information and assets.
• Provide guidance and support to customers, resolving issues promptly and professionally.
• Explain banking products, services, fees, and policies to customers.
• Resolve customer inquiries and concerns efficiently and courteously.
• Completing and passing all required regulatory compliance training as assigned.
• Occasional travel to nearby locations for training purposes.
• Perform other duties as assigned.

Qualifications:

• High school diploma or equivalent required; associate degree or higher preferred.
• Previous banking or cash-handling experience strongly preferred.
• Current/Valid Drivers License with clean driving history.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal skills.
• Proficiency with Microsoft Office and banking software systems.
• Ability to handle confidential information with integrity.
• Knowledge of banking regulations and compliance standards is a plus.

Working Conditions:

• Ability to sit or stand for extended periods.
• Must be able to lift up to 25 lbs. (coin bags, cash boxes).
• Professional appearance and demeanor required.

Benefits (Full-Time Employees):

• Health Insurance
• Dental and Vision Insurance
• Paid Time Off
• Profit Sharing