Universal Banker

1 month ago


San Antonio, United States RIO BANK Full time
Job DescriptionJob Description

Organization and Purpose

Rio Bank is a South Texas owned and managed bank with a strong focus on customer service. Our team members are passionate about helping our customers achieve their financial goals. We are committed to providing our employees with the tools and resources they need to succeed, and we offer a variety of career opportunities that allow our employees to grow and develop.

If you are looking for a challenging and rewarding career in banking, Rio Bank is the place for you. We offer competitive salary and benefits, as well as a supportive and collaborative work environment.

We are looking for a highly motivated and experienced Universal Banker to join our growing team in Alamo Heights/San Antonio, Texas. The ideal candidate has excellent customer service skills, as well as new accounts and teller experience.

Summary

As a Universal Banker you would be responsible for providing exceptional customer service, opening new accounts, and processing a variety of teller transactions. You would also play a key role in educating customers about Rio Bank's products and services and recommending products as appropriate.

Work Schedule

Monday - Friday, 7:45 a.m. to 6:15 p.m. (hours vary)

Saturdays, 8:45 a.m. to 1:15 p.m. (on a rotation basis)

Duties & Responsibilities

  • Provide a high level of customer service to our customers
  • Process a variety of retail and commercial transactions such as deposits, withdrawals and check cashing
  • Balance cash drawer daily
  • Assist in ordering, receiving, verifying, and distributing cash
  • Open and close accounts and perform account maintenance
  • Process check orders, debit cards, wire transfers, and stop payments.
  • Promote the bank's products and services
  • Answer customer inquiries in a helpful manner and refer customers to to other departments as needed
  • Process ATM, Debit and ACH disputes
  • Adhere to all bank policies and procedures
  • Maintain a good record of attendance and punctuality


Job Qualifications

Required

  • High school diploma or GED
  • One (1) or more years of experience in a customer service role
  • Two (2) years cash handling experience in a financial institution or combination of education and experience
  • Excellent customer service skills
  • Strong problem-solving, organizational and time management skills
  • Ability to work independently and as part of a team
  • Ability to make effective decisions under pressure
  • Proficient in Microsoft Office Suite
  • Valid driver license.

Preferred

  • Working knowledge of banking rules and regulations
  • Bilingual (English/Spanish) ability


Benefits

  • Paid time off
  • Paid holidays
  • 401(k) plan with company match
  • Medical, dental and vision insurance
  • Life insurance
  • Employee assistance program
  • Flexible spending account (FSA)
  • Training and career development
  • Charity match
  • Community engagement
  • Professional and friendly work environment


Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. Reasonable accommodations for an individual’s disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.




  • Universal Banker II

    6 days ago


    San Jose, United States GBC International Bank Full time $42,000 - $49,000

    Job DescriptionJob DescriptionJob SummaryResponsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency...

  • Universal Banker

    3 months ago


    San Diego, United States Self-Help Full time

    ** Universal Banker - Universal Member Service Representative** **Job Category****:** Branch **Requisition Number****:** UNIVE01788 Showing 1 location **Job Details** **Description** **Role Overview:** The **Universal Member Service Representative** serves as a liaison between the member and the credit union in our San Diego Branch. Provide account...

  • Universal Banker I

    7 days ago


    San Diego, United States First Foundation Bank Full time

    Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are...


  • San Pablo, United States Mechanics Bank Full time

    Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Kensington Branch. Under general supervision, independently and accurately performs the full range of teller and new accounts transactions according to established procedures. Provides dual control support, delivers excellent customer service, and is...

  • Universal Banker I

    2 months ago


    San Diego, United States First Foundation Bank Full time

    Job DescriptionJob DescriptionSummary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and...

  • Universal Banker

    2 months ago


    San Diego, United States Atlantic Union Bank Full time

    The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and...


  • San Diego, United States Dexian Full time

    As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's...


  • san diego, United States Dexian Full time

    As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's...

  • Universal Banker

    2 months ago


    San Diego, United States BankTalent HQ Full time

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...

  • Universal Banker

    2 months ago


    San Diego, United States BankTalent HQ Full time

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...


  • San Antonio, Texas, United States Nizari Progressive Federal Credit Union Full time

    Position: Universal BankerType: Full-TimeDepartment: Member ServicesOverview: Nizari Progressive Federal Credit Union is looking for a dedicated and skilled Universal Banker to join our team. This role is pivotal in fostering strong relationships with our members and assisting them in reaching their financial aspirations.Role Responsibilities:Maintain and...


  • San Antonio, Texas, United States Nizari Progressive Federal Credit Union Full time

    Position: Universal BankerType: Full-TimeDepartment: Member ServicesOverview: Nizari Progressive Federal Credit Union is looking for a dedicated and experienced Universal Banker to join our dynamic team. The ideal candidate will play a crucial role in fostering member relationships and assisting them in achieving their financial aspirations.Key...


  • San Jose, California, United States Dexian Full time

    Position: Senior Banking SpecialistLocation: San Jose, CADivision: Retail BankingPosition Type: Full-timeCompensation: $53K-$55K/YearOverview:We are looking for a committed and skilled individual to join our team as a Senior Banking Specialist. This role is crucial in delivering outstanding customer service and ensuring operational effectiveness. If you...

  • Universal Banker I

    5 days ago


    San Jose, United States GBC International Bank Full time $36,000 - $46,000

    Job DescriptionJob DescriptionJob SummaryProvides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening.Essential Job FunctionsActs as the customers' first point of contact with the Bank, by serving the customers'...


  • South San Francisco, United States Citigroup Inc Full time

    The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients....

  • San Marcos

    4 weeks ago


    San Marcos, United States Mission Fed Full time

    Branch Network - San Marcos, San Marcos, California, United States of America Job Description Posted Friday, August 2, 2024 at 7:00 AM Do you have some Teller experience under your belt and looking to take the next step in your financial career? Do you have foundational knowledge of finance, and are eager to gain more experience in lending and sales? Are you...


  • San Francisco, California, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Senior Relationship Manager is a seasoned professional role that requires in-depth knowledge and expertise in wealth management and financial services. The ideal candidate will have a strong understanding of the financial industry and be able to develop and implement strategies to drive revenue growth and client acquisition.Key...


  • San Francisco, United States Field & Main Bank Full time

    Position Title: Banking Center Manager DEPARTMENT: Retail Banking Division REPORTS TO: Director of Retail Operations SUPERVISES: Retail Banking Team at Designated Location FLSA: Exempt STATUS: Full-Time EEO Classification: 1.2 First/Mid-Level Officers and Managers JOB GRADE: 5 HOURS: Standard full-time 40 hours. Saturday rotation required. SUMMARY: The...


  • San Francisco, California, United States Citigroup Inc Full time

    The Registered Client Services Associate is an evolving professional role that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This position requires a solid grasp of how the team collaborates with other areas to achieve the objectives of the job family. Utilizing analytical thinking and familiarity with...


  • San Francisco, California, United States Citibank Full time

    The Registered Client Services Associate is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. Utilizing analytical skills and familiarity...