Universal Banker / CSR III
Financial Staffing Resources, Ltd.
Job Description Are you a relationship-focused banking professional who enjoys helping customers while handling a variety of new account and customer service responsibilities? Our community bank is seeking a Customer Service Representative III to provide exceptional customer service, open consumer and commercial accounts, and support customers with their day-to-day banking needs. This is an excellent opportunity for someone who enjoys building customer relationships, identifying financial needs, and contributing to a team-oriented banking environment. What You'll Do Deliver exceptional customer service while creating a positive banking experience for every customer. Open and service consumer and commercial deposit accounts, including checking, savings, CDs, IRAs, and related products. Process customer transactions, including deposits, withdrawals, payments, transfers, and check cashing. Assist customers with account maintenance, stop payments, direct deposits, account holds, and other service requests. Research and resolve customer inquiries with professionalism and accuracy. Identify customer needs and cross-sell deposit and loan products when appropriate. Refer consumer and commercial loan opportunities for approval. Process loan payments and other account transactions. Maintain and balance a cash drawer while adhering to bank policies and procedures. Assist with ATM balancing and cash management activities. Support night deposit and mail banking functions as needed. Serve as a knowledgeable resource for customers and team members. Participate in community and volunteer activities that support the bank's presence in the market. Qualifications 3–5 years of banking experience required. Experience opening both consumer and commercial deposit accounts. Strong cash handling and balancing experience. Knowledge of deposit products, banking regulations, and customer service best practices. Ability to identify opportunities and recommend appropriate banking products and services. Excellent communication, relationship-building, and problem-solving skills. Strong attention to detail and commitment to accuracy. Professional demeanor with a passion for providing outstanding customer service. #J-18808-Ljbffr Financial Staffing Resources, Ltd.
- Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- Truist is seeking a full-time customer service representative in Plano, Texas. This role involves assisting clients with various transactions and providing education on digital solutions. Candidates should have a high school diploma, experience in client service, and strong...SuggestedFull timeWeekend work
- Position Details Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Employment Type: Regular Overview This role provides timely and efficient completion of client transactions, maintains accurate records, and handles all monetary assignments...SuggestedTemporary workWork at officeShift workNight shiftWeekend workDay shift
- Frost is seeking a friendly, customer-focused teller to be the first point of contact for bank customers. You will deliver a warm, professional banking experience while performing teller duties and transactions with accuracy. As part of Frost’s team, you’ll contribute to...Suggested
- Financial Staffing Resources, Ltd. is seeking a Customer Service Representative III in Allen, Texas. This role offers an excellent opportunity to provide exceptional customer service, assisting with account openings and day-to-day banking needs. You will serve as a vital...Suggested
- Crump Life Insurance Svcs Inc is seeking a dedicated Teller to provide excellent client service and transaction support. The ideal candidate will have prior experience in cash handling or customer service, a high school diploma, and strong interpersonal skills. This role...Flexible hours
- ## Premier Client Banker - PNC Wealth ManagementApplylocations: TX- McKinneytime type: Full timeposted on: Posted Yesterdayjob requisition... ....## **Work Experience**Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry...Full timeTemporary workWork experience placementWork at office
- ...communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned bank in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive...Full timeLocal area
- Woodforest National Bank is seeking a Teller Retail Banker in Plano, Texas. This full-time position involves achieving sales by promoting bank products, processing transactions, and maintaining accounts. Candidates should have a strong background in sales or customer service...Full timeLocal area
- Job Title Teller Retail Banker Location Texas, Plano Responsibilities Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account...Full time
- ...cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the... ...Minimum of 2 years of banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role Proven...Full timeMonday to FridayFlexible hours
- ...Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties....Full timeTemporary workPart timeWork experience placementWork at office
- ...are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Healthcare Commercial Banker is for you. As a Commercial Banker in our Healthcare industry, you will work both independently and as part of a team to...
- Job Description It’s about being kind because kindness is the best currency. Do you love bringing a smile to someone’s face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems...Monday to Friday
- Truist Financial Corporation in Plano, TX is seeking a skilled teller/customer service professional for 1st shift. You will handle daily transactions, educate clients on digital banking, and support sales initiatives. Responsibilities include client outreach, IRM understanding...Weekend workDay shift
- A leading financial services firm in McKinney is seeking a part-time Associate Banker to deliver exceptional customer experiences and manage everyday transactions. The ideal candidate is bilingual in English and Spanish, with at least 6 months of customer service experience...Part time
$140.6k - $160.4k
Senior Business Banker - Dallas / Fort Worth The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building...Full timePart timeLocal area- ...build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions...Full timeImmediate startShift work
- ...opportunities and sell the bank’s full suite of products and services. PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock...Local area
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...
- A regional banking institution in Frisco, Texas, is seeking a Personal Banker to provide Teller and New Account services. The ideal candidate will ensure a positive customer banking experience by managing personal and business account openings and processing various banking...
- ...relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with...Local areaFlexible hours
- JPMorganChase in Plano, TX is seeking a Healthcare Commercial Banker to build relationships with healthcare clients, deliver financial advice and coordinate with product partners. You will work independently and with a team to introduce our comprehensive solutions including...
- Frost Bank in Allen, TX is seeking a friendly Teller to be the first point of contact for customers. You will handle everyday teller transactions, cash handling, and deliver a high standard of service that reflects Frost Bank’s values. The role requires available hours ...Work at officeMonday to Friday
- ...Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title: Relationship Banker I Job Description: The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible...Temporary workShift work
- ...customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional...Work at officeNight shift
- ...Amegy Bank is seeking an experienced Branch Relationship Banker at our Willow Bend branch in Plano, TX. You will engage clients, uncover financial needs, and deliver tailored banking solutions to strengthen relationships and drive branch revenue. The ideal candidate has...Full timeLocal area
- ...Relationship Banker Frisco, Texas;Richardson, Texas; Plano, Texas; Dallas, Texas; Richardson, Texas; Prosper, Texas; Frisco, Texas; Plano, Texas; Frisco, Texas; Cross Roads, Texas; Carrollton, Texas; Frisco, Texas; Carrollton, Texas; Lewisville, Texas; Frisco, Texas...Work at officeFlexible hoursShift workWeekend workDay shift
- ...ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer...Work at officeRemote workWork from homeFlexible hours
$48.43k - $57.92k
...Relationship Banker IIAt Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and...
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