Relationship Banker II

UBank•Chandler, TX

10d•Onsite

About The Position

UBANK Relationship Banker II Full-Time Bank Teller Location: Tyler, Texas, 75703 Position Summary A Relationship Banker serves as the frontline representative of the bank, facilitating daily financial transactions and delivering exceptional customer service. The role involves handling cash, checks, money transfers, and guiding customers on bank products, all while ensuring accuracy, security, and compliance with policies and regulations.

Requirements

High school diploma or GED; vocational training or part-time college is beneficial.
Preferably 1+ year in cash-handling roles (banking, retail, or hospitality).
Strong math skills for counting, balancing, and minimizing errors.
Friendly, patient, and professional interaction skills.
Comfortable with banking software, ATMs, and digital platforms.
Capable of identifying fraud and upholding security protocols.
Ability to engage customers and promote relevant banking products.

Responsibilities

Process deposits, withdrawals, transfers, loan payments, cash advances, and check cashing.
Issue money orders, cashier’s checks, savings bonds, and traveler’s checks.
Count and package currency; reconcile cash drawer at the beginning and end of each shift.
Monitor ATM deposits/withdrawals (where applicable).
Greet customers, answer inquiries, resolve issues professionally, and maintain confidentiality.
Assist customers with opening/closing accounts, ordering checks or debit cards, and navigating digital banking.
Identify and discuss customer needs; cross-sell bank products like checking, savings, credit cards, and loans.
Refer clients to specialized services when appropriate.
Verify customer identities and detect counterfeit currency or potential fraud.
Adhere to internal controls, bank policies, and federal regulations (e.g., CTRs, Reg CC, confidentiality, robbery protocols).
Maintain adequate supplies and ensure proper handling of documents, ticket capture, and reordering.