UNIVERSAL BANKER I

SOUTHWEST BANKOdessa, TX
3dOnsite

About The Position

The Universal Banker I provides superior and quality customer service by processing transactions efficiently and accurately while actively engaging with customers to identify needs and offer banking solutions. This entry-level role serves as both a teller and a platform banker, performing a variety of banking functions. The Universal Banker I will typically work Monday through Friday, with rotating Saturday shifts as needed.

Requirements

  • High School Diploma or equivalent required
  • Cash handling experience preferred
  • Familiarity with online banking, debit card processing, and basic bank product knowledge.
  • Excellent customer service skills and problem-solving abilities.
  • Ability to maintain professionalism in a fast-paced environment.
  • Prior banking or customer service experience is a plus
  • Basic proficiency in Microsoft Office Suite
  • Basic math and problem-solving skills
  • Strong verbal and written communication skills

Responsibilities

  • Transaction Processing & Customer Service Operates a teller station to serve customers by accepting retail and commercial deposits, verifying cash and endorsements, and providing accurate receipts.
  • Identifies customers and processes check cashing, referring to officers for exceptions as required.
  • Processes savings deposits, withdrawals, and loan payments.
  • Issues cashier's checks, money orders, and other bank products.
  • Balances cash drawer daily and follows teller over/short policy.
  • Assists in branch opening and closing procedures as assigned.
  • Ensures compliance with security protocols and regulatory requirements.
  • All areas of customer service to include processing wires, disputes, issuing debit cards, etc.
  • Opens new personal and business accounts.
  • Customer Experience & Relationship Building Delivers a consistent and exceptional customer experience.
  • Makes a concentrated effort to resolve customer inquiries or issues promptly.
  • Actively promotes the bank’s products and services and refers customers to appropriate personnel.
  • Promotes and maintains positive relationships with customers, co-workers, and community members.
  • Operations & Compliance Complies with all department and bank policies and procedures.
  • Contributes to the achievement of individual, branch, and organizational goals.
  • Participates in training, meetings, and development opportunities as assigned.
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