Teller/ Universal Banker

First State Bank•Angleton, TX

About The Position

The Teller/Universal Banker establishes, expands, and maintains customer relationships by providing personalized service tailored to the needs of individual and business banking customers. The role combines traditional teller and personal banker responsibilities, offering customers additional banking options while continuing to provide traditional teller services. The position supports the Bank’s commitment to exceptional customer service and helps advance branch sales goals while protecting the Bank’s financial interests and complying with applicable policies and regulations.

Requirements

  • High school diploma or GED required.
  • Cash handling experience required in lieu of college education.
  • Excellent interpersonal, customer service, and verbal communication skills.

Nice To Haves

  • Associate’s or bachelor’s degree from an accredited college or university preferred.
  • Prior banking experience highly preferred.

Responsibilities

  • Promptly and efficiently process customer transactions while upholding the Bank’s standard of exceptional customer service.
  • Provide professional, pleasant greetings, maintain eye contact, smile, and address customers by name to promote positive public relations.
  • Promote the Bank’s products and services, generate leads and referrals, and contribute to branch sales goals and related objectives.
  • Control and balance the assigned cash drawer and follow policies and procedures to minimize losses.
  • Answer telephone inquiries and direct questions to appropriate office personnel.
  • Research customer questions and resolve account issues when applicable to help maintain customer relationships.
  • Perform routine office and clerical duties, such as filing signature cards, preparing bank bag pickup, processing night deposits, and serving as an ATM custodian.
  • Act as a point of contact for customers seeking to open a new account.
  • Review documents for accuracy and/or legal compliance and verify the identity of account holders.
  • Comply with Bank policies and procedures, including BSA/AML, CIP, Automated Clearing House (ACH) regulations, and CC and DD requirements.
  • Perform other duties as assigned.
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