Flexible Universal Banking Associate

2 weeks ago


Spring Hill, Florida, United States Texana Bank Full time

JOB SUMMARY:

The Universal Banker plays a crucial role in delivering comprehensive teller services and facilitating new account openings while effectively promoting bank products and services to both new and existing clientele. This position requires a thorough understanding of the full range of offerings provided by Texana Bank. The Universal Banker is committed to delivering prompt, efficient, and courteous service to customers, adhering to established protocols and guidelines as directed by management.

ESSENTIAL FUNCTIONS:

1. Execute transactions in compliance with established policies and procedures to ensure operational excellence.

2. Adhere to all audit and security protocols in line with bank policies and federal regulations.

3. Clearly communicate available services and assist customers in identifying their specific needs to open suitable accounts.

4. Perform customer service tasks, including greeting clients upon entry, addressing inquiries, processing check and debit card orders, returning calls, assisting with account reconciliations, managing wire transfers, and maintaining a solid understanding of products for effective cross-selling.

5. Provide clear explanations of bank services and associated fees to customers.

6. Undertake various administrative tasks such as filing, copying, and managing incoming and outgoing mail.

7. Manage safety deposit box operations, including opening and closing boxes and assisting with inventory for deceased customers.

8. Monitor for suspicious activities and report any concerns to management as necessary. In case of a security incident, remain composed and follow established procedures to protect customers and staff.

9. Offer notary public services when required.

10. Uphold the confidentiality of customer accounts and sensitive information.

11. Complete additional tasks as assigned by management related to the bank's operations.

QUALIFICATIONS:

- High school diploma or equivalent.

- Minimum of one year of experience in customer service and cross-selling.

- At least one year of experience in a teller role.

- Proficient in entering numerical data into a computer with speed and accuracy.

- Strong mathematical skills to facilitate daily balancing.

- Excellent interpersonal skills and ability to collaborate effectively with team members.

- Capability to perform under pressure.

- Strong organizational and prioritization skills.



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