TX Client & Banking Center Representative - Onsite

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Regular Full-Time TX
- Union, Dallas, TX, US

6 days ago Requisition

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets:
Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

JOB SUMMARY

This position is responsible for supporting the day-to-day execution of high-quality transaction processing, account servicing, and support for both consumer and commercial clients. This role serves as a core member of the banking center team, ensuring that all branch responsibilities are completed accurately, efficiently, and in alignment with bank policy. This role is designed to grow in scope over time as the Texas client service model continues to evolve.

ESSENTIAL FUNCTIONS

Branch Service & Transaction Execution (50%)

• Develops and maintains working knowledge of banking products, services, and client needs to support the evolving Texas client service model.
• Executes daily banking center transactions including deposits, withdrawals, payments, and check cashing with accuracy and efficiency.
• Opens, maintains, and services deposit accounts in accordance with regulatory and bank requirements.
• Handles in-branch client interactions and ensures complete service needs in real time aligned with banking center expectations.
• Maintains cash drawer and balance transactions in accordance with established procedures.
• Follows all banking center opening and closing procedures.
• Performs daily operational activities including cash handling, audits, and required reporting.
• Ensures adherence to dual control, audit standards, and branch security protocols.
• Maintains awareness of fraud indicators and follows escalation procedures when needed.
• Supports banker-led client relationship activities across Texas portfolios; including but not limited to facilitating client requests and relationship support activities.

Account Servicing & Operational Support (30%)

• Completes routine and complex account maintenance requests for consumer and commercial clients.
• Executes service requests including transfers, wires, check orders, account updates, and other servicing activities.
• Collects and validates documentation required for account maintenance and client servicing.
• Partners with commercial bankers, treasury, lending, operations, and other internal teams to support client needs.
• Assists with preparation and follow-up related to commercial client activities and servicing requests.
• Ensures clients receive responsive, accurate, and seamless service while maintaining compliance with policy and procedure.
• Supports the Texas Client Experience and Market Operations Lead
• Ensures client and internal requests are carried full-circle from intake to resolution without fragmentation
• Delivers a consistent, timely, and accountable client service experience regardless of entry point into the organization
• Coordinates the movement of requests through appropriate processing paths (routing, approvals, documentation, and operational queues) to prevent client disruption, delays, or rework
• Demonstrates openness to expanded responsibilities as the Union Branch service model evolves.
• Participates in process improvements to enhance efficiency and client experience.
• Provides feedback on operational workflows and service gaps.
• Supports adoption of new tools, processes, and service approaches.

Performs other duties as required and assigned.

KNOWLEDGE,

SKILLS AND ABILITIES

• Comprehensive knowledge and understanding of banking products and services.
• Knowledge of banking compliance with federal and state regulations.
• Proficient skills utilizing banking systems, including transaction processing, new accounts/loans and related…