Universal Banker - 0068 Dal Preston-999 Corp Default

b1BANK • Dallas, TX

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About The Position

The Universal Banker provides high-quality customer service by meeting customers’ needs efficiently and in a friendly manner. The role combines transaction servicing with needs assessment and new account opening. The successful candidate develops and maintains customer relationships to help achieve banking center and individual sales goals and objectives.

As customers’ first point of contact with the Bank, the Universal Banker serves their financial service needs by recognizing opportunities and contributing to the success of the banking center. The position covers basic to moderate banking center activities, including transaction processing, new account sales, customer service, and referral generation. It also supports sales objectives and campaigns by selling and cross-selling Bank products while processing transactions.

The Universal Banker assists banking center management with day-to-day transactions, including approving transactions, preparing reports, researching and resolving issues, and responding to customer inquiries. The role requires compliance with Bank policies and state and federal banking regulations, knowledge of internal security procedures, and professional handling of transactions while maintaining client confidentiality. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Requirements

• High school diploma or GED.
• At least 2 years of prior personal banking or teller experience, with a major emphasis on customer service.
• Basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customers to specialists.
• Excellent customer service skills, including above-average verbal and written communication.
• Relationship-building, collaboration, and teamwork skills.
• Problem-solving skills.
• Teller and systems training and new account opening experience.

Responsibilities

• Serve as customers’ first point of contact and address their financial service needs.
• Recognize customer needs and opportunities, contributing to the success of the banking center.
• Process transactions and support new account sales, customer service, and referral generation.
• Sell and cross-sell Bank products to support sales objectives and campaigns and maintain customer relationships.
• Assist banking center management with day-to-day transactions, including approving transactions, preparing reports, researching and resolving issues, and responding to customer inquiries.
• Comply with Bank policies and state and federal banking regulations.
• Maintain knowledge of internal security policies and procedures.
• Protect client confidentiality and handle transactions professionally.

What This Job Offers

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