Current jobs related to Customer Service Banker I - Dallas, Texas - Metro City Bank
-
Personal Banker
4 weeks ago
Dallas, Texas, United States PROSPERITY BANK Full timeJob SummaryProsperity Bank is seeking a highly skilled and motivated Personal Banker to join our team. As a Personal Banker, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting bank products and services.Key ResponsibilitiesProvide financial services to clients, including opening and closing...
-
Universal Banker
2 weeks ago
Dallas, Texas, United States North Dallas Bank and Trust (NDBT) Full timeJob Title: Universal BankerAt North Dallas Bank and Trust, we are seeking a highly skilled and customer-focused Universal Banker to join our team. As a Universal Banker, you will be responsible for providing exceptional customer service and support to our customers, while also identifying and pursuing sales opportunities to grow our business.Key...
-
Relationship Banker
1 month ago
Dallas, Texas, United States Origin Bank Full timeAbout the RoleWe are seeking a skilled Relationship Banker to join our team at Origin Bank. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our customers, providing them with personalized banking solutions and exceptional customer service.Key ResponsibilitiesCustomer Service: Provide trusted...
-
Associate Banker
2 weeks ago
Dallas, Texas, United States NBH Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Associate Banker to join our team at NBH Bank. As an Associate Banker, you will play a critical role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key ResponsibilitiesProvide personalized service to clients, understanding their...
-
Senior Personal Banker
3 weeks ago
Dallas, Texas, United States CornerStone Staffing Full timeSenior Personal Banker Job DescriptionCornerStone Staffing is partnering with a local financial institution to find a skilled Senior Personal Banker. If you have experience working in the banking industry, particularly in customer service and account management, we want to hear from you.Key Responsibilities:Provide exceptional customer service to internal...
-
Senior Investment Banker
2 weeks ago
Dallas, Texas, United States Hispanic Technology Executive Council Full timeJob Title: Associate Banker SAFE Act ExpertThe Associate Banker SAFE Act Expert is a seasoned professional role that requires in-depth knowledge of banking and credit products, as well as strong analytical and communication skills. This role involves integrating subject matter expertise within a defined area, contributing to the development of new techniques...
-
Senior Investment Banker
2 weeks ago
Dallas, Texas, United States Citigroup Inc Full timeJob SummaryThe Senior Investment Banker SAFE Act AVP/VP is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in financial services. The ideal candidate will contribute to the development of new techniques and improve processes and work-flow for the area or function.This role integrates subject matter and industry...
-
Customer Service Representative I
7 days ago
Dallas, Texas, United States Cogent Infotech Corp Full timeJob Description:At Cogent Infotech Corp, we are seeking a highly skilled Customer Service Representative I to join our team. The successful candidate will be responsible for receiving and placing telephone calls, performing data entry, maintaining customer relationships, processing and shipping of electronic and manual orders for our major retailers, and...
-
Customer Service Representative I
2 weeks ago
Dallas, Texas, United States Cogent Infotech Corp Full timeJob Summary:As a Customer Service Representative I at Cogent Infotech Corp, you will be responsible for providing exceptional customer service to our major retailers. Your duties will include receiving and placing telephone calls, performing data entry, maintaining customer relationships, processing and shipping of electronic and manual orders, and serving...
-
UHNW Private Banker
4 weeks ago
Dallas, Texas, United States Citigroup Full timeJob Title: UHNW Private BankerCiti is seeking a highly skilled UHNW Private Banker to join our team in Dallas, Texas. As a UHNW Private Banker, you will be responsible for developing and deepening client relationships, understanding client situations, and creating tailored wealth management strategies.Key Responsibilities:Grow client net revenue annually in...
-
Branch Relationship Banker
1 month ago
Dallas, Texas, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional service to our clients. We're seeking a highly skilled Branch Relationship Banker to join our team at our Richardson banking center in Richardson, TX.Key Responsibilities:Provide top-notch customer service to new and...
-
Branch Relationship Banker
2 weeks ago
Dallas, Texas, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we're committed to creating a diverse and inclusive team that supports the growth of businesses, families, and communities. We're seeking a highly skilled Branch Relationship Banker to provide exceptional customer service and sales support at our banking center in Richardson, TX.Key...
-
Financial Center Relationship Banker
2 weeks ago
Dallas, Texas, United States Independent Financial Services Full timeJob Title: Financial Center Relationship BankerJob Summary:The Financial Center Relationship Banker is a key role in our organization, responsible for generating new relationships and retaining existing ones. This sales and service focused position requires a unique blend of business development skills and client relations expertise.Key...
-
Customer Service Representative I
2 weeks ago
Dallas, Texas, United States AEG - Anschutz Entertainment Group Full timeAXS: Connecting Fans with Artists and TeamsAt AXS, we're passionate about bringing fans closer to the artists and teams they love. As a Customer Care Representative I, you'll play a vital role in delivering exceptional customer experiences across various events and entertainment platforms.Key Responsibilities:Provide top-notch customer support via phone,...
-
Relationship Banker II
4 weeks ago
Dallas, Texas, United States CrossFirst Bank Full timeJob Title: Relationship Banker IIAt CrossFirst Bank, we are seeking a highly skilled and motivated Relationship Banker II to join our team. As a key member of our Relationship Banking team, you will be responsible for providing exceptional service to our clients, developing new business relationships, and promoting our products and services.Key...
-
Customer Service Representative
7 days ago
Dallas, Texas, United States Wells Fargo Full timeAbout this role:We are seeking a Teller to join our Consumer, Small & Business Banking division, as a part of our National Branch Network.As a Teller, you will be part of the fabric of the local community, helping provide the financial service backbone for its residents, employees, and local businesses.This is a great opportunity to establish your career...
-
Associate Banker SAFE Act Professional
2 weeks ago
Dallas, Texas, United States Citigroup Inc Full timeJob SummaryThe Associate Banker SAFE Act is a senior-level role that requires a seasoned professional with in-depth knowledge of banking and finance. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the area or function.Key ResponsibilitiesAssist the Banker in creating sales and marketing...
-
Retail Banker
3 weeks ago
Dallas, Texas, United States PENFED Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Retail Banker to join our team at PenFed Credit Union. As a Retail Banker, you will play a critical role in extending member relationships by offering appropriate financial solutions and services to meet our members' needs.Key ResponsibilitiesDeliver Exceptional Member Service: Meet or...
-
Senior Private Wealth Banker
7 days ago
Dallas, Texas, United States BOK Financial Full timeJob SummaryThe Senior Private Wealth Banker is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth clients and businesses. This position requires a strong understanding of commercial and consumer lending practices, as well as the ability to analyze financial statements and collateral valuations.Key...
-
Retail Banker
4 weeks ago
Dallas, Texas, United States PENFED Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Retail Banker to join our team at PenFed Credit Union. As a Retail Banker, you will play a critical role in extending member relationships by offering appropriate financial solutions and services to meet our members' needs.Key ResponsibilitiesDeliver Results: Meet or exceed goals in a...
Customer Service Banker I
2 months ago
Position Title: Universal Banker I
Reports To: Branch Manager
FLSA Status: Non-exempt
Overview:
The Universal Banker I plays a vital role in delivering exceptional service to our branch clientele. This position encompasses a variety of responsibilities including processing teller transactions, assisting with account openings, updating customer information, and addressing inquiries as they arise.
Key Responsibilities:
- Foster and sustain positive relationships with all clients, both existing and prospective.
- Collaborate effectively as a team member to manage and coordinate workflow.
- Provide training to new staff and assist colleagues with inquiries.
- Oversee the opening and closing procedures of the bank.
- Execute teller transactions with accuracy.
- Manage vault operations including opening and closing.
- Promote, clarify, and sell various banking products.
- Prepare and process wire transfers, ensuring compliance with OFAC verification protocols.
- Adhere to all BSA/AML regulations and requirements in daily operations.
- Gather necessary data for Customer Identification Program (CIP) on all wire and monetary instrument transactions.
- Ensure accurate customer information is collected and OFAC verification is conducted prior to account openings.
- Conduct Risk Rating Assessments and Due Diligence for all clients.
- Maintain and update customer records diligently.
- Monitor and report any suspicious activities to the BSA Officer.
- Customer Service: Effectively manages challenging customer interactions; responds promptly to needs; seeks feedback to enhance service quality.
- Diversity: Demonstrates respect and sensitivity towards cultural differences.
- Ethics: Treats individuals with respect; maintains commitments; inspires trust through integrity.
- Organizational Support: Adheres to policies and procedures; completes administrative tasks accurately and timely.
- Judgment: Involves appropriate individuals in decision-making processes.
- Motivation: Holds oneself to high standards of excellence.
- Planning/Organizing: Utilizes time effectively.
- Professionalism: Interacts with others in a respectful manner; handles pressure well; takes responsibility for actions.
- Quality: Ensures accuracy and thoroughness; actively seeks improvements.
- Quantity: Meets productivity expectations; completes tasks promptly.
- Safety and Security: Observes safety protocols; reports unsafe conditions.
- Adaptability: Adjusts to changes in the work environment.
- Attendance/Punctuality: Maintains consistent attendance and punctuality.
- Dependability: Follows instructions and takes responsibility for actions.
- Initiative: Proactively seeks opportunities for self-development.
- Innovation: Approaches challenges with resourcefulness.
- High School Diploma or equivalent required.
- Prior experience in customer service is essential.
- Experience as a teller is preferred.
- Ability to read and interpret documents such as safety guidelines and operational manuals.
- Ability to write routine reports and correspondence.
- Ability to communicate effectively with customers and team members.
- Bilingual skills are preferred, particularly in English and Korean.
- This position operates within a professional office setting.
- Standard office equipment such as computers, phones, and photocopiers are regularly utilized.
- Regularly required to sit, use hands for tasks, and communicate verbally.
- Occasionally required to stand, walk, and lift up to 25 pounds.
- Specific vision abilities required include close vision and depth perception.
- Metro City Bank is committed to equal employment opportunities for all individuals, including females, minorities, veterans, and individuals with disabilities.
- This job description is intended to provide a general overview of the position and is not exhaustive of all duties and responsibilities.