Universal Banker

b1BANK • Pasadena, TX

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About The Position

The Universal Banker provides high-quality, efficient, and friendly customer service while processing transactions, assessing customer needs, and opening new accounts. The role focuses on developing and maintaining customer relationships to help achieve individual and banking center sales goals. As customers’ first point of contact with the Bank, the Universal Banker identifies financial service needs and opportunities, supports the success of the banking center, and contributes to sales objectives through product sales, cross-selling, and referrals.

The position handles basic to moderate banking center activities, supports day-to-day operations and management, and responds to customer inquiries. The Universal Banker follows Bank policies and procedures, complies with state and federal banking regulations, maintains knowledge of internal security procedures, and protects customer 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, including the ability to open accounts or refer customers to specialists in other departments.
• 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 total financial service needs by identifying opportunities and contributing to the banking center’s success.
• Process transactions and perform basic to moderate banking center activities, including new account sales, customer service, and referral generation.
• Sell and cross-sell Bank products to support sales objectives and campaigns and to expand 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 procedures, including applicable state and federal banking regulations.
• Maintain knowledge of internal security policies and procedures.
• Protect customer confidentiality and handle transactions professionally while providing high-quality customer service.

What This Job Offers

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