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
- ...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, TX6 hours 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...SuggestedFull timeWork at officeLocal areaAfternoon shift
- Sunflower Bank, N.A. is seeking an energetic Universal Banker for our Plano, TX branch. The role combines teller, personal banker, and customer service duties to deliver retail banking services and develop new business opportunities. Customer service and cash handling...SuggestedFull time
- The Universal Banker at SouthState Bank in Coppell, TX combines teller duties with financial services. You’ll serve customers, open accounts, and guide product selections while upholding bank standards. Balance transactions, process deposits, and enroll customers in self...Suggested
- ...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...SuggestedFull time
- 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...Full time
Sunflower Bank
Plano, TX5 hours ago - Job Description Job Description Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank?s growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service. FLSA...Local area
- ...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
Plano, TX5 days ago - ...Personal Banker IIt's about interactions more than transactions.Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast...Monday to Friday
Frost Bank
Carrollton, TX3 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, TX4 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 wageWork at officeLocal area
BOK Financial
Addison, TX3 days ago - ...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, TX2 days ago - Frost is seeking a Personal Banker I in Texas to serve customers as the first point of contact and to provide both personal banking and teller services. You will educate customers on deposits and loans, work with integrity, and build long-term client relationships. Responsibilities...
$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 timePart timeLocal areaCapital One
Plano, TX19 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...
$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- JPMorgan Chase in Plano, Texas is seeking a Virtual Banker II in Consumer Banking. You will engage clients via phone and video, provide hospitality-driven service, and share product solutions to meet financial needs while connecting clients with specialists when needed...
- ...We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As Virtual Banker I within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions...
$20 per hour
...Insurance Agency LLC is hiring a full-time Branch Member Service Representative in Plano, TX. The role blends teller and personal banker duties to serve members and prospects with a focus on accuracy, fraud prevention, and relationship building. Starting pay is $20.00...Hourly payFull timeRelocation package- ...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 officeShift work
Wellby Financial
Plano, TX3 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Hickory Creek, TX at the Hickory Creek branch. Bilingual...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Lake Dallas, TX2 days ago - ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...
TradeJobsWorkForce
Plano, TX3 days ago - ...Personal Banker Dallas, TX, US, 75001 Req ID: 78621 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/30/2026 BOK Financial Corporation Group includes BOKF...Local area
BOK Financial
Addison, TX2 days ago - ...Private Wealth Banker Dallas, TX, US, 75001 Req ID: 78623 Location: Dallas -DAL Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 09/27/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities...Local area
BOK Financial
Addison, TX1 day 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 placementWork at officeLocal areaImmediate start
Wells Fargo
Plano, TX5 days ago - ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...Local area
BOK Financial
Grapevine, TX2 days ago - ...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 payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
Glacier Bancorp
Addison, TX2 days ago $43.68k
Full Time Branch Ambassador - Coppell Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where...Permanent employmentFull timePart timeLocal areaRemote workFlexible hoursShift workSocket
Coppell, TX2 days ago$24 - $29 per hour
...Join SkyOne Federal Credit Union as a Member Experience Specialist II (Personal Banker) in Lewisville, TX, and become part of an onsite team dedicated to delivering effortless, member-focused financial solutions. In this sales-focused role, you will help enhance the member...Hourly payLocal areaSky One Federal Credit Union
Lewisville, TX6 hours ago- Commercial Deposit Relationship ManagerResponsible 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...Local area
Hancock Whitney
Plano, TX4 days ago
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