Universal Banker I
Jobtailor
Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting. Maintain a comprehensive understanding of retail banking products and services. Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities. Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions. Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank. Educate customers on options for managing transactions using technology and all other tools and resources available. Apply product and service knowledge to effectively solve customer problems. Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality. Ensure adherence to banking regulations and internal policies. Requirements 1+ years of previous banking, cash handling, or retail experience. Demonstrated analytical, accuracy, and problem-solving skills. Strong verbal and written interpersonal communication skills. Core Competencies Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and problem-solving. Proficient in processing transactions accurately while adhering to banking regulations and internal policies. Highest-signal resume keywords Retail Banking Experience Customer Relationship Management Problem-Solving Skills Cash Handling Interpersonal Communication ATS Optimization Keywords Hard Skills Transaction Processing Loan Product Delivery Cross-Selling Banking Products Analytical Skills Accuracy in Financial Transactions Soft Skills Verbal Communication Written Communication Industry Keywords Banking Regulations Retail Banking Products Customer Needs Assessment Tools & Technologies Banking Technology Tools #J-18808-Ljbffr Jobtailor
- ...Universal Banker I At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees. We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive...SuggestedFull timeWork at officeImmediate startFlexible hours
Open Bank
Carrollton, TX3 days ago - ...Title : Universal Banker Date : 01/31/2024 Reports to : Branch Manager Overview : Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed Essential Duties:...SuggestedWork experience placementWork at office
Metro City Bank
Carrollton, TX21 hours ago - ...equal opportunity employer and offer competitive compensation and benefits to recruit, retain and reward top talent. Job Title: Universal Banker II Department: Carrollton Branch The Universal Banker II will be responsible for conducting client and bank transactions...SuggestedFull timeImmediate startRemote workFlexible hours
- ...A Universal Banker in our Addison banking center is responsible for providing teller-based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers while delivering an exceptional customer experience...SuggestedBank staffRemote workMonday to Friday
NDBT (North Dallas Bank & Trust)
Addison, TX21 hours ago - ...opportunity to contribute to the company's success. As a Regional Banker/Teller within PNC's Retail Branch Banking organization, you... ...Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
Fairygodboss
Lewisville, TX2 days ago - ...By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Responsibilities 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
Lewisville, TX4 days ago - ...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...Full timeLocal area
Woodforest National Bank
Plano, TX4 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail Branch Banking organization, you will be based in Lewisville, TX at the Vista Ridge branch. Bilingual in...Full timeTemporary workWork experience placementWork at officeShift work
PNC
Lewisville, TX4 days ago - ...Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Carrollton, TX21 hours ago - 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
$110k - $190k
...Vice President, Mortgage Banker Morgan Stanley Private Bank, National Association seeks a Vice President, Mortgage Banker to support the Morgan Stanley Home Loans team with high‑net‑worth and ultra‑high‑net‑worth mortgage origination. Responsibilities Serve as the primary...Temporary work625 Morgan Stanley Private Bank,NA
Coppell, TX14 hours ago- ...Type This position typically pays minimum wage plus a draw against commission. Summary You're an experienced mortgage banker with an established client base who isn't afraid to generate new business. You value a company focus on providing your clients with...Minimum wageWork at officeLocal area
BOK Financial
Addison, TX2 days ago - ...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...
JPMorgan Chase Bank, N.A.
Plano, TX21 hours ago - If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Teller Carrollton, Carrollton, TX, US 9 days ago Requisition ID: 10799 Prosperity Bank is an Equal Opportunity...Full timeWork at officeMonday to FridayFlexible hoursNight shiftAfternoon shiftWeekday work
Prosperity Bank
Carrollton, TX3 days ago - ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles 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. Prior...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Little Elm, TX2 days ago - If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Teller Carrollton, Carrollton, TX, US 9 days ago Requisition ID: 10799 Prosperity Bank is an Equal Opportunity...Full timeWork at officeMonday to FridayFlexible hoursNight shiftAfternoon shiftWeekday work
Prosperity Bank
Carrollton, TX3 days ago - ...Priorities Matrix Management Problem Solving Understanding Customer Needs Work Experience Roles 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 workWork experience placementWork at office
PNC Financial Services Group
Little Elm, TX4 days ago - ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles 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 timePart timeWork experience placementWork at office
PNC
Lewisville, TX4 days ago - ...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
Huntington Bancshares, Inc.
Plano, TX3 days ago - ...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
Amegy Bank
Plano, TX2 days ago - ...list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent...Temporary workWork experience placementImmediate start
Wells Fargo
Lewisville, TX3 days ago - * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow...Work experience placementWork at officeFlexible hoursAfternoon shift
First National Bank Texas
Plano, TX21 hours ago - JOB FUNCTION / SUMMARY: Responsible for acquiring, managing, and expanding commercial deposit relationships with a focus on core operating balances and long‑term client retention. This role serves as the primary relationship owner for deposit focused clients and partners...Local area
Hancock Whitney
Plano, TX3 days ago - ...Fifth Third Bank, N.A. is seeking a Personal Banker Associate I in Plano, Texas, to participate in a 4-8 week onboarding program that includes rotations in operations and Sales & Service. You will become a Retail Personal Banker I and work to identify customer needs,...
Fifth Third Bank, N.A.
Plano, TX2 days ago $20.67 - $29.38 per hour
...Personal Banker Location: 5900 Chapel Hill Blvd, Plano, TX Salary: $20.67 - $29.38 per hour (Full Time) Job Summary Want to help strengthen your community's financial health? WaFd Bank is hiring a Personal Banker to support our customers' financial goals. WaFd Bank has...Hourly payFull timeWork at officeWaFd Bank
Plano, TX21 hours ago- ...of Texas and BOK Financial. At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry‑leading Banking Navigator program—a 9‑week training program designed to equip you with...
BOK Financial
Plano, TX1 day ago - ...Personal Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Personal Banker is responsible for providing support and coverage to branch banking team...Hourly payFull timeWork at officeShift work
Wellby Financial
Plano, TX2 days ago - ...InTouch Credit Union 5640 Democracy Drive Plano, TX USA Personal Banker Job Type Full-time As a not-for-profit community institution, InTouch Credit Union operates branches across Texas, Nevada, and Michigan, proudly serving over 70,000 members in the United States and...Full timeWorldwide
CUES TRAINING FACILITY
Plano, TX3 days ago - ...Amegy Bank invites you to join Willow Bend (Plano, TX) as a Branch Relationship Banker. You will engage clients, assess financial needs, and provide tailored solutions to strengthen relationships and drive revenue. The role emphasizes customer focus, growth opportunities...
Amegy Bank of Texas
Plano, TX15 hours ago - Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert...
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