Universal Banker

North Dallas Bank & Trust • Frisco, TX

12d • Onsite

About The Position

The Universal Banker in our FRISCO banking center is responsible for providing teller based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers while delivering an exceptional customer experience. Universal Bankers process deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures.

Requirements

• 40 hours per week - Must be able to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon).
• Minimum 2 years customer service experience as well as cash handling experience.
• Minimum 2 years teller/banker experience w ithin a regulated financial institution or retail banking required.
• Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship.

Responsibilities

• Primary role to perform maintenance and service duties for customers: greet customers/prospects in the lobby, on the teller line, or on the phone.
• Research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities.
• Use needs-based assessment tools to analyze and determine customer needs.
• Recommend and offer appropriate solutions (consumer and business) both in person and on the telephone.
• Use the conversation model to uncover customer needs using open-ended questions.
• Secondary resource in the center for new accounts, accurately opens, closes and maintains customer’s accounts according to established policies and procedures.
• Ensure that new accounts are properly boarded and cross-sell opportunities identified and pursued.
• Assist and educate customers on the use of self service and remote channels.
• Provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed