Universal Banker

Central National Bank•Waco, TX

20d•Onsite

About The Position

A Universal Banker will be responsible for customer service, new account acquisition and onboarding, customer retention, and above all, deliver on the bank’s mission of providing service in a manner that customers recognize as superior to the service provided by our competition.

Requirements

Exceptional customer service skills
Accomplished interpersonal and communication skills (both verbal and written)
Proficiency in Microsoft Office suite of products (specifically Word & Excel)
Ability to network, negotiate, develop good rapport with others, and to grow relationships
High energy, enthusiasm, and a positive attitude
Organizational skills with strong attention to detail and the ability to follow through
Ability to multi-task and work efficiently to meet required deadlines
Strong orientation to personal service and professionalism (both conduct and appearance)
Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers

Nice To Haves

Banking experience preferred

Responsibilities

Opening consumer and commercial deposit accounts
Perform signature card revisions and work with other areas of the bank with account requests
Respond to customer inquiries via phone, email, text, and chat
Take wire transfer instructions from customers
Provide technical assistance and troubleshooting for the bank’s electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking
Update customer contact information (address, phone number, and email address)
Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers
Add/remove accounts to CentraNet and Mobile Deposit
Upon request, provide customers with copies of statements and temporary activity statements
Transfer funds and provide balance information to customers
Place stop payments on checks and ACH transactions
Take loan payments over the phone
Answer questions about customers’ debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards
Place check and deposit slip orders for customers
Answer phone calls that come through the switchboard and fill in at receptionist desk when needed
Complete tasks and applications that customers submit online