Utility Universal Banker

b1BANK • Dallas, TX

12d

About The Position

The Utility Universal Banker provides high-quality, efficient, and friendly customer service by processing transactions, assessing customer needs, and opening new accounts. The position focuses on developing and maintaining customer relationships to achieve banking center and individual sales goals and objectives. The banker floats between multiple locations.

The role serves as customers’ first point of contact with the Bank and supports a broad range of 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 Utility Universal Banker assists banking center management with day-to-day transactions, including transaction approvals, report preparation, researching and resolving issues, and responding to customer inquiries. The position requires compliance with Bank policies, procedures, and state and federal banking regulations; knowledge of internal security policies and 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 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 recognizing and uncovering opportunities.
• Process transactions and perform basic to moderate banking center activities.
• Open new accounts and generate referrals.
• Sell and cross-sell Bank products to expand and maintain customer relationships and support sales objectives and campaigns.
• Assist banking center management with day-to-day transactions, including approving transactions and preparing reports.
• Research and resolve issues and respond to customer inquiries.
• Comply with Bank policies, procedures, and state and federal banking regulations.
• Maintain knowledge of internal security policies and procedures.
• Maintain client confidentiality and handle transactions professionally.

What This Job Offers

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