Universal Banker in Tyler West Loop

Austin Bank; Tyler (TX); On-site; USD 30,000 - 45,000; Full time

Job summary

Austin Bank is in search of a dedicated individual for a customer service role, primarily assisting customers with their banking needs. In this position, you will explain available products, cross-sell services, and ensure compliance with banking regulations while fostering a positive customer experience. Join Austin Bank to grow your career in a supportive and service-oriented environment.

Qualifications

• High School diploma required.
• Skills in customer service and financial assessment are important.
• Experience with banking products and services preferred.

Responsibilities

• Assist customers in selecting appropriate banking products and services.
• Cross-sell bank products while ensuring high-quality customer service.
• Process transactions including opening accounts and taking loan applications.

Skills

Customer Service

Relationship Building

Sales Skills

Financial Assessment

Education

High School Diploma

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES : Includes the following: Other duties may be assigned:

• Explains products/services available and assists in the selection of the most appropriate product/services for the customer.
• Calls on potential or existing customers to develop new business or retain existing business.
• Interviews customer to adequately perform assessment of financial needs. Corresponds with or interviews applicant or creditors to resolve questions regarding application information.
• Cross-sells the Banks’ products/services.

Service:

• Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank.
• Provides prompt, efficient, and friendly service to customers and potentials customers.
• Open deposit accounts, process teller transactions, take loan applications, respond to customer inquiries, resolve issues, recognize and refer cross-sell opportunities as appropriate.
• Performs all transactions according to specified guidance and prepares all required documentation.
• Answers telephone calls taking messages, forwarding calls or providing assistance to customers as needed.
• Approves loans within specified limits or refers to specified lender for approval.
• Cross-trains in other areas in order to provide assistance. Provides back up as needed to insure quality customer service.

Operations:

• Participates in developing a teamwork atmosphere with co-workers as part of branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.
• Has a clear understanding of banking regulations pertaining to deposit and loan products.
• Ensures all documentation on new loan and/or deposit accounts is complete and accurate according to policy.
• Maintains an organized and adequately supplied work area.
• Maintains compliance with Bank policies, procedures, goals and objectives. Adheres to procedures for customer confidentiality.

Enhances professional growth and development through participation in education programs, current literature, and in-service meetings, etc.

Qualifications

Education

Required

Diploma

Equal Opportunity Employer
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.

About the company

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