Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Banker - Floater

Ultipro

The Universal Banker delivers exceptional client service while supporting the branch teams and bankers in providing a seamless banking experience. This position opens and services accounts, processes transactions, responds to client inquiries, resolves account-related issues, and recommends appropriate bank products and services. The Universal Banker works collaboratively with branch teammates and bankers to strengthen client relationships, support daily operations, and contribute to overall branch success while adhering to all policies, procedures, and regulatory requirements. Primary Duties and Responsibilities Travels to and supports branch locations throughout the DFW market as needed to provide staffing coverage, operational assistance, and exceptional client service to various branch teams and bankers. Provides prompt, professional service to clients and identifies opportunities to address their financial needs. Opens, maintains, and closes deposit accounts while ensuring documentation is complete, accurate, and properly retained. Processes banking transactions and account service requests accurately, efficiently, and in accordance with established procedures. Builds client relationships through proactive outreach, product education, cross-selling, and appropriate referrals to banking partners. Supports the branch team and bankers by assisting with account opening and maintenance, responding to client inquiries, resolving account-related issues, supporting relationship management efforts, and contributing to efficient branch operations. Assists with cash handling, teller, vault, balancing, audit, and other operational control responsibilities as assigned. Researches and resolves client or account-related issues and provides timely, accurate follow-up. Safeguards confidential information and complies with applicable laws, regulations, security standards, and bank policies and procedures. Maintains current job knowledge through ongoing training and performs additional duties as assigned. Education and Experience Required A high school diploma or equivalent is required. Two years of new account experience is preferred, along with knowledge of teller services. Previous cash-handling experience is required. Skills and Abilities Required Working knowledge of banking concepts, practices, and applicable regulations. Strong numerical and analytical skills, with the ability to balance transactions accurately, reconcile differences, and maintain complete financial records. Thorough knowledge of bank products and services, policies, and procedures, including the sales incentive program and applicable regulatory and audit requirements. Demonstrated ability to explain bank products and services clearly, identify client needs, cross-sell appropriate solutions, and respond effectively to client inquiries. Strong written, verbal, and interpersonal communication skills, with the ability to identify client needs, explain banking solutions, and recommend appropriate products and services. Demonstrated teamwork, cooperation, professionalism, and patience when working with clients and colleagues. Susser Bank is an equal opportunity employer.Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Susser Bank participates in E-Verify. Travel Required Yes . Qualifications Behaviors Preferred Enthusiastic : Shows intense and eager enjoyment and interest Team Player : Works well as a member of a group Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well Motivations Preferred Growth Opportunities : Inspired to perform well by the chance to take on more responsibility Goal Completion : Inspired to perform well by the completion of tasks Flexibility : Inspired to perform well when granted the ability to set your own schedule and goals Experience Preferred 2 years: New accounts and teller services experience preferred. Prior customer service and cash handling experience required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Universal Banker - Floater in Plano, TX vacancy
  •  ...at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Plano, TX branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience is a plus... 
    Suggested
    Full time

    Sunflower Bank, N.A.

    Plano, TX
    3 days ago
  •  ...Universal Banker Position at Sunflower Bank, N.A.Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Plano, TX branch!Customer Service experience is a MUSTCash Handling experience is a MUSTBanking... 
    Suggested
    Full time

    Sunflower Bank

    Plano, TX
    2 days ago
  • ## Floating Universal BankerApply: Renner Road - Plano, TX: Full time: Posted Today: End Date: October 2, 2026 (17 days left to apply): R017767Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or... 
    Suggested
    Full time
    Work at office
    Local area
    Afternoon shift

    Hancock Whitney Corp.

    Plano, TX
    2 days ago
  •  ...that still believes in knowing customers by name, supporting local businesses, and delivering community banking at its finest. Universal Banker We are hiring an enthusiastic Universal Banker to help launch and shape our newest branch. If you love people, thrive in a... 
    Suggested
    Full time
    Part time
    Local area
    Shift work

    Point Bank

    Frisco, TX
    5 days ago
  •  ...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... 
    Suggested
    Bank staff
    Remote work
    Monday to Friday

    NDBT (North Dallas Bank & Trust)

    Addison, TX
    1 day ago
  •  ...Universal Banker Position at State Bank of India (California) in Frisco, Texas State Bank of India (California) (SBIC) is a full-service financial institution, offering an extensive portfolio of lending solutions as well as comprehensive consumer, business, and international... 
    Worldwide
    Afternoon shift

    SBIC Bank

    Frisco, TX
    19 hours ago
  •  ...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 time
    Local area

    Woodforest National Bank

    Plano, TX
    5 days ago
  •  ...Virtual Banker II 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... 
    Immediate start

    Chase

    Plano, TX
    2 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, TX
    3 days ago
  • $122.1k - $139.4k

     ...Overview Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention... 
    Full time
    Part time
    Local area

    Capital One

    Plano, TX
    2 days ago
  •  ...opportunity to contribute to the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based...  .... Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Mckinney, TX
    4 days ago
  •  ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in soliciting... 
    Work experience placement
    Work at office
    Local area
    Immediate start

    Wells Fargo

    Plano, TX
    2 days ago
  • $22 - $23.5 per hour

     ...to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech... 

    East West Bank

    Richardson, TX
    4 days ago
  • Texas Capital in Plano, TX is hiring for a Banking Center Customer Service role. You will establish and deepen relationships, handle routine banking transactions, and refer customers to the right solutions. The role requires at least 2 years of banking center experience...

    Texas Capital

    Plano, TX
    2 days ago
  • Employee Type Part Time Contact information Name Katrina Sweaney Summary: Part-Time Monday-Friday, available some Saturdays Essential Job Functions Demonstrate Legacy Bank and Trust corporate values in all situations and interactions. Serve daily as lead teller performing...
    Part time
    Work at office
    Monday to Friday

    Golden Route Operations

    Plano, TX
    5 days ago
  • At least 18 years of age High school diploma, high school equivalency or currently attending high school Ability to communicate clearly and professionally in both Spanish and English Six months of work experience in a retail or customer service environment preferred Must...
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First Convenience Bank

    Plano, TX
    4 days 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. Position Summary The Personal Banker is responsible for providing support and coverage to... 
    Work at office
    Shift work

    Wellby Financial

    Plano, TX
    5 days 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 wage
    Work at office
    Local area

    BOK Financial

    Addison, TX
    3 days ago
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline...  ...& US 75 995 Bethany Dr Allen TX CAMERON CROSSING 2020 w University Dr Mckinney Tx CUSTER & US 380 9021 W University Dr McKinney... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Frisco, TX
    4 days ago
  •  ...customers while delivering a "Raving Fans" experience, both for customers and employees.We are eager to welcome you as a new Personal Banker to our team who will help us continue to drive change, create a fun and inclusive work environment while bringing creative and open... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Monday to Friday

    Bank of the San Juans

    Plano, TX
    2 hours ago
  • Amegy Bank Willow Bend branch in Plano, TX is seeking a Branch Relationship Banker to engage clients, uncover financial needs, and deliver tailored banking solutions. You will build relationships and drive revenue while providing exceptional service. The role requires... 
    Full time

    Amegy Bank

    Plano, TX
    3 days ago
  •  ...Retail Personal Banker Associate II-McDermott/I-75 Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Plano, TX
    4 days ago
  • Chase is seeking a Business Relationship Manager II in its Business Banking team. The role focuses on building and managing a portfolio of mid-sized business clients, delivering tailored financial solutions, and managing risk. You will work with partners across lines of...

    Fairygodboss

    Plano, TX
    4 days ago
  • Chase is seeking a Business Relationship Manager II to help clients in the Business Banking segment by building relationships and providing financial advice. You will manage a diverse portfolio, deliver tailored banking solutions, and work with partners across lines of...

    Next Frontier Capital

    Plano, TX
    4 days ago
  • Bank Teller PositionState Bank of Texas is a privately owned, independent Bank specializing in lending solutions for the hospitality industry. State Bank of Texas is committed to providing personal partnerships with their customers, timely loan decisions, and convenient...
    Work experience placement
    Local area

    State Bank of Texas

    Richardson, TX
    5 days ago
  • $19 - $20 per hour

    Job Details Job DetailsJob Location: Richardson - Richardson, TX 75080Position Type: Full TimeEducation Level: High SchoolSalary Range: $19.00 - $20.00 HourlyJob Category: BankingTo serve members with both their transactional needs and digital experiences in the branch...

    Myncu

    Richardson, TX
    3 days ago
  • Full Time Teller Dallas Branch - Dallas, TX 75206 Overview Position Type Full Time Category Banking Description Purpose: While projecting a professional image; interact with new and existing customers and match services that best fit their individual ...
    Full time
    Work experience placement

    Armstrong Bank

    Plano, TX
    3 days ago
  • Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals. The Teller 2 creates and develops a positive relationship with bank clients...

    TradeJobsWorkForce

    Plano, TX
    2 days ago
  • A Texas-based retail bank seeks a Retail Banking Specialist to join their team in Addison, TX. The role requires exceptional customer service skills and prior experience in banking or as a teller. Responsibilities include processing transactions, enhancing customer satisfaction...

    Monet Bank

    Addison, TX
    5 days ago
  • The Lead Teller leads the branch teller team in delivering accurate, efficient, and member-centered financial transactions at Credit Union of Texas. The role oversees day-to-day cash operations — including safes, vault, recyclers, ATM replenishment, and negotiable instruments...
    Contract work
    Work at office
    Immediate start
    Shift work

    Credit Union of Texas

    Richardson, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker - Floater. Be the first to apply!