Utility Universal Banker

b1BANK • Pasadena, TX

12d

About The Position

The Utility Universal Banker provides efficient, friendly, high-quality customer service by servicing transactions, assessing customer needs, and opening new accounts. The role focuses on developing and maintaining customer relationships while helping achieve banking center and individual sales goals. The position requires working at multiple locations.

The banker serves as customers’ first point of contact with the Bank and supports their financial service needs by identifying opportunities and contributing to banking center success. The role 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 position assists banking center management with day-to-day transactions, including approving transactions, preparing reports, researching and resolving issues, and responding to customer inquiries. The banker follows Bank policies and procedures and applicable state and federal banking regulations, maintains knowledge of internal security policies, protects client confidentiality, and handles transactions professionally. 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 and uncover customer opportunities and contribute to the success of the banking center.
• Process transactions, sell new accounts, provide customer service, and generate referrals.
• Sell and cross-sell Bank products to expand and maintain customer relationships while processing transactions.
• Support 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, procedures, and applicable 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
• Career Level: Entry Level
• Education Level: High school or GED