Universal Banker
Listed on 2025-12-31
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Universal Banker
The Universal Banker is responsible for providing all teller-based transactions and new account functions as well as cross-selling bank products/services to new and existing customers. Must maintain and acquire knowledge of the complete line of products/services offered at the bank. Provides prompt, efficient, and friendly service to customers and follows the established policies and procedures for this area, in accordance with the Bank and the supervisor’s direction.
EssentialFunctions
- Processes transactions within established policies and procedures to ensure operational excellence.
- Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations.
- Explains various services available and assists customers in selecting these services. Opens appropriate account(s) by uncovering specific needs.
- Performs servicing duties: greets and directs customers as they enter bank, researches customer inquiries, orders checks and/or debit cards, returns phone calls, helps customers balance their accounts, accepts and forwards wires, and maintains working knowledge of products/services for cross‑selling.
- Explains bank services and charges to customers.
- Performs a variety of other tasks, such as filing, copying, and opening and distributing mail.
- Opens or closes safety deposit boxes; assists with inventory of deceased customers’ boxes.
- Observes suspicious behavior and reports any such activity to management as appropriate. In the event of a robbery, remains calm and follows bank procedures to safeguard customers and staff.
- Provides notary public service (if needed).
- Maintains confidentiality of customer accounts and information.
- Performs other tasks as requested by management as they relate to the bank and its functions.
- High school diploma or equivalency.
- At least 1 year customer service and cross‑selling experience.
- At least 1 year of teller experience.
- Ability to enter numerical data on computer with speed and accuracy.
- Good mathematical aptitude to facilitate daily balancing.
- Must have strong interpersonal skills and work well with others.
- Ability to work under pressure.
- Ability to prioritize and organize.
Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.
Location:
3620 Richmond Rd, Texarkana, TX 75503
Seniority level:
Entry level.
Employment type:
Full-time. Job function:
Finance and Sales. Industries:
Banking.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).