Universal Banker: Service, Transactions & New Accounts

b1BANK in; Pasadena (TX); On-site; USD 35,000 - 52,000; Full time

Job summary

b1BANK in Pasadena, TX is seeking a Utility Universal Banker to provide high-quality customer service, handle transactions, and open new accounts across multiple locations as needed.

You will support sales objectives, cross-sell bank products, process transactions, and ensure compliance with banking regulations while protecting client confidentiality. The role emphasizes relationship-building and teamwork to help customers achieve their financial goals.

Qualifications

• Strong customer service mindset and ability to assess needs.
• Awareness of bank products and services with ability to refer to specialists.
• Excellent verbal and written communication skills.
• Ability to work across multiple locations and support sales goals.

Responsibilities

• Serve as the first point of contact and address customer financial service needs.
• Process a broad range of banking transactions and customer servicing tasks.
• Support sales campaigns by cross-selling bank products.
• Assist management with daily transactions, reporting, and issue resolution.
• Ensure compliance with bank policies and state/federal regulations.

Skills

Customer service

New account opening

Cross-selling

Verbal & written communication

Teamwork

Education

High School Diploma or GED

Job description

b1BANK in Pasadena, TX is seeking a Utility Universal Banker to provide high-quality customer service, handle transactions, and open new accounts across multiple locations as needed.

You will support sales objectives, cross-sell bank products, process transactions, and ensure compliance with banking regulations while protecting client confidentiality. The role emphasizes relationship-building and teamwork to help customers achieve their financial goals.