Universal Banker II

First Mid Bank & Trust • Grapevine, TX

15d • $18 - $22

About The Position

At First Mid, the Universal Banker II provides personalized service to customers, builds lasting relationships, and helps identify banking solutions suited to customers’ needs. The role handles customer transactions, account servicing and opening, consumer loan applications, sales referrals, and branch operations while following bank policies, compliance requirements, and service standards. The position may also support training, community and promotional activities, and other First Mid banking centers.

Requirements

• High school diploma or GED.
• At least 2 years of experience working in a sales and goal-based environment.
• At least 1 year of banking and/or consumer lending experience.
• Knowledge of banking practices and regulations.
• Proficiency using Microsoft Office and computer applications.
• Successful completion of required compliance and First Mid training curriculum to become proficient in the account opening process.

Nice To Haves

• Previous sales experience preferred.

Responsibilities

• Create a quality service experience by resolving customer needs promptly and supporting customer satisfaction.
• Follow company service standards, including greeting customers and making them feel welcome.
• Process customer transactions accurately and efficiently within policy guidelines, including deposits, withdrawals, payments, check cashing, and cashier’s checks.
• Seek manager assistance for suspicious transactions and management approval for transactions outside authorized limits.
• Follow bank compliance, security, operational, and financial loss policies and standards.
• Maintain and balance a cash drawer and assist with daily branch operations.
• Independently open personal and commercial customer account relationships and deposit-related products, including IRA, Trust, Business, POA, and Estate accounts.
• Make changes to existing accounts as requested by customers.
• Originate consumer loan applications independently.
• Train tellers or other Universal Bankers on sales and operational duties associated with the role.
• Identify process improvements that enhance the customer experience and communicate ideas to branch management.
• Allow safe deposit box holders entry, if applicable.
• Maintain professional appearance and conduct and protect customer confidentiality.
• Participate in bank promotions, community events, and promotional activities as needed.
• Work in other First Mid banking centers as required and complete other assigned duties.
• Develop and maintain relationships with business partners and customers.
• Educate and encourage customers to use alternative delivery systems such as ATMs, debit cards, online banking, and mobile banking.
• Maintain knowledge of banking products through training, branch meetings, and corporate communications.
• Identify growth opportunities and refer customers to appropriate business lines.
• Consistently meet or exceed established position goals.

Benefits

• Competitive health, dental, and vision coverage with HSA match.
• 401(k) with employer match.
• Employee Stock Purchase Plan.
• Generous paid time off and paid holidays.
• Paid family and parental leave.
• Tuition reimbursement.
• Performance-based bonuses and discretionary short-term incentives.
• Well-being benefits.
• Banking perks.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED