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
- ...Universal BankerProvides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as neededEssential Duties:Promote and maintain positive relations with all contacts, customers and potential customersPerform...SuggestedWork experience placementWork at office
Metro City Bank
Carrollton, TX4 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...SuggestedBank staffRemote workMonday to Friday
NDBT (North Dallas Bank & Trust)
Addison, TX3 days ago - ...Universal Banker 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...SuggestedFull time
Sunflower Bank
Plano, TX4 days ago - ...SUMMARY / OBJECTIVES The Universal Banker II serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional...Suggested
SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION
Lake Dallas, TX1 day ago - SouthState Bank in Grapevine, Texas seeks a Universal Banker to serve as a single point of contact in the branch, handling teller transactions, account services, and customer support with adherence to service standards. This role emphasizes building relationships, identifying...Suggested
- SouthState Bank in Grapevine, TX is seeking a Universal Banker to serve as a full service, single point of contact for customers. The role combines teller and FSR duties to provide exceptional service, identify needs, and grow customer relationships. You will process transactions...
- The SouthState Bank in Grapevine, TX is hiring a Universal Banker to serve as a full-service, single point of contact for customers’ financial needs. The role combines Teller and FSR duties to deliver friendly, accurate service and to build lasting relationships with clients...
- A regional bank in Addison, TX, is seeking a Universal Banker to handle customer transactions and service requests while ensuring an exceptional experience. The role requires a minimum of 2 years of customer service and teller/banker experience. Responsibilities include...Bank staff
- SouthState Bank, N.A. seeks a Universal Banker II in Lake Dallas, TX. This role combines teller and financial service representative duties to serve customers as a single point of contact for transactions and account management. You will attract, expand, and retain customer...
- ...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...Full time
Sunflower Bank, N.A.
Plano, TX5 days ago - SouthState Bank is seeking a Universal Banker II in Lake Dallas, Texas, to serve customers' financial needs as a teller and FSR. The role requires providing exceptional customer service, managing transactions, and maintaining relationships. Candidates should have cash...
- Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) ESSENTIAL DUTIES AND RESPONSIBILITIES Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Summary Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies...Full 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...Full timeWeekend work
- Truist is seeking a client-focused representative in Coppell, Texas, to ensure the consistent delivery of services and handling of client transactions. The role demands effective problem-solving and interpersonal skills to enhance the banking experience for clients. The...
- This role involves providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. The position is a regular, full‑time role (first shift, United States) serving client needs and facilitating...Full timeTemporary workPart timeWork at officeNight shiftWeekend workDay shift
- Relationship Banker II - SB - Northwest Dallas Join to apply for the Relationship Banker II - SB - Northwest Dallas role at JPMorganChase... ...2x Sign in to set job alerts for “Relationship Banker” roles. Universal Banker/Business Banking Assistant Banker/Lender-Commercial and...Full timeImmediate startAfternoon shift
- Crump Life Insurance Svcs Inc in Coppell, Texas, is offering a position focused on providing an exceptional client experience in financial services. Responsibilities include facilitating complex transactions and educating clients on digital banking solutions. Ideal candidates...
- ...Supervisory Responsibilities:NoneMinimum Required Education, Experience & Knowledge:Bachelor's degree for a four-year college or university or equivalent years of experience4-6 years of experience as a Business BankerProven ability to meet sales goals, including credit...Work at officeLocal area
Hancock Whitney
Plano, TX2 days ago - SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION is looking for a Universal Banker II located in Lake Dallas, Texas. This full-service role combines teller and customer service responsibilities, where you will engage with customers to meet their financial needs. The ideal...
- ...our employees feel respected, valued and have an opportunity to contribute to the company's success. Position Overview As a Personal Banker within PNC's Branch Banking organization, you will be based in Carrollton Tx at Trinity Mills Branch. Bilingual in Spanish...Full timeTemporary workPart timeWork experience placementWork at office
Fairygodboss
Carrollton, TX3 days ago - Bank Of America Financial Center Representative At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Carrollton, TX4 days ago - ...Relationship 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...Afternoon shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to build lasting client relationships, provide tailored financial solutions, and deliver exceptional service using the latest banking technology. You will acquire, manage, and retain client relationships...Afternoon shift
- ...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...Immediate start
JPMorgan Chase Bank, N.A.
Plano, TX3 days ago - PNC's Personal Banker role is based in Carrollton, TX at Trinity Mills Branch. You will acquire and deepen the branch customer base, provide proactive service, and position PNC solutions to drive revenue and loyalty. Bilingual in Spanish preferred. The role emphasizes...Work at office
- Branch Relationship Banker (Personal Banker) - Willow Bend / Plano, TX At Amegy Bank, people and culture are at the heart of everything... ...of 2 years of banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role Proven...Full timeLocal areaMonday to FridayFlexible hours
- JPMorganChase seeks a Relationship Banker to represent our brand in a Chase Branch, delivering hospitable service and financial solutions. You will acquire, manage, and retain client relationships using financial knowledge to address needs and enhance the customer experience...
- ...Healthcare Commercial Banker You 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...
Chase
Plano, TX4 days ago - 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
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