Utility Universal Banker

Business First Bank; Pasadena (TX); On-site; USD 36,000 - 52,000; Full time

Job summary

b1BANK is seeking a Utility Universal Banker to deliver high-quality customer service while handling transactions and needs assessment. The role focuses on developing relationships to meet bank sales goals and supports multiple locations.

The position requires a strong service mindset and collaboration across teams. Ideal candidates will have at least 2 years in personal banking or teller roles, strong communication skills, and the ability to open new accounts and refer customers to specialists

Qualifications

• Requires High School Diploma or GED.
• Minimum 2 years of personal banking or teller experience.
• Knowledge of deposits, lending products, credit products, and services.
• Excellent verbal and written communication skills.
• Ability to build relationships and work in a team.
• Experience with new account openings and referrals.

Responsibilities

• Serve as the customers' first point of contact and uncover opportunities to meet financial needs.
• Handle a range of banking center activities including transaction processing and new accounts sales.
• Support sales objectives by cross-selling Bank products to expand and maintain relationships.
• Assist banking center management with day-to-day transactions, including approving transactions, preparing reports, and resolving issues.
• Maintain knowledge of security policies, client confidentiality, and compliance with regulations.

Skills

Customer service

Relationship building

Sales & cross-selling

Communication

Problem solving

Teamwork

Teller transactions

Education

High School Diploma or GED

Job description

Summary

The Utility Universal Banker provides high‑quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. This position requires working at multiple locations

Summary

The Utility Universal Banker provides high‑quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. This position requires working at multiple locations

Specific Job Duties

• Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
• Responsible for a broad range of basic to moderate activities in the banking center including:
  • transaction processing
  • new account sales
  • customer service
  • referral generation.
• Supports the Banks' sales objectives and campaigns by selling and cross‑selling Bank products in order to expand and maintain existing relations while processing transactions.
• Assists the banking center management with day‑to‑day transactions, including but not limited to:
  • approving transactions
  • preparing reports
  • researching and resolving issues as well as responding to all customer inquiries
  • Complies with Bank policy and follows procedures to include state and federal banking regulations.
  • Maintains knowledge of all internal security policies and procedures.
  • Maintains client confidentiality and ensures top level client service in handling all transactions professionally.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions

Job Requirements

• High School Diploma or GED
• Must have a minimum of 2 years of prior personal banking or teller experience with major emphasis on customer service.
• Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments
• Excellent customer service skills that include above average verbal and written communication
• Relationship building, collaboration and teamwork
• Problem solving skills
• Teller and systems training and new account opening

b1BANK is an Equal Opportunity Employer.