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SalaryUniversal Banker Job Description
Excellence in Personal Banking
First Bank Texas is looking for creative, curious, goal oriented, relationship builders to provide excellent customer interactions while offering customized solutions to specific needs.
Company Vision
We engage with each other, customers, and our communities to ensure they say “That’s My Bank” for generations.
We engage with each other, customers, and our communities to ensure they say “That’s My Bank” for generations.
Position Vision
Provide a level of service and needs based relationship management that results in extreme customer loyalty.
Provide a level of service and needs based relationship management that results in extreme customer loyalty.
Our Universal Bankers use creative problem-solving skills to ensure our customers only need one bank – First Bank Texas.
Position Summary
Our Universal Bankers have a passion for building relationships, filling customer needs and delivering excellent customer service. The person in this position is the face of First Bank Texas and uses their creativity, curiosity, and relationship skills to exceed customer expectations. You will provide expert financial advice and great service, while adhering to established Bank policies, procedures, and objectives. Performs any function, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Strive for excellence in conducting needs-based conversations to identify solutions for customers.
Position Summary
Our Universal Bankers have a passion for building relationships, filling customer needs and delivering excellent customer service. The person in this position is the face of First Bank Texas and uses their creativity, curiosity, and relationship skills to exceed customer expectations. You will provide expert financial advice and great service, while adhering to established Bank policies, procedures, and objectives. Performs any function, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Strive for excellence in conducting needs-based conversations to identify solutions for customers.
Duties and Responsibilities
- Developing and maintaining customer relationships by using our needs-based solution development process.
- Being fully knowledgeable and skilled in the areas of teller, vault, ATM processing as well as safe deposit and cash recycler at applicable branches
- Adhering and complying with new account opening procedures including compliance requirements for both personal and business account relationships
- Assisting customers in their selection of various accounts and financial services
- Identifying opportunities to offer all bank services
- Opening, maintaining, and closing of all account types
- Promoting business for First Bank Texas by maintaining good customer relations and referring customers to appropriate staff for new services
- Participating in monthly branch audit activities
Qualifications
- At least three (3) years banking experience
- Experience with needs-based selling
- Excellent interpersonal skills – verbal and listening proficiency
- Strong attention to detail
- Passion for providing outstanding customer service to all clients
Equal Employment Opportunity Policy
First Bank Texas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruit, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
First Bank Texas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruit, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
