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Customer Relations Banker I

2 months ago

Dallas, Texas, United States Metro City Bank Full time

Position Title: Universal Banker I

Reporting To: Branch Manager

FLSA Classification: Non-exempt

Overview:

As a Universal Banker I, you will deliver essential services to our branch clientele, including processing teller transactions, assisting with account openings, updating customer information, and addressing inquiries as required.

Key Responsibilities:

  • Foster and uphold positive relationships with all stakeholders, including customers and prospects.
  • Collaborate effectively as a team member to manage and streamline workflow.
  • Assist in training new staff and provide support to colleagues as needed.
  • Oversee the opening and closing procedures of the bank.
  • Conduct teller transactions with accuracy.
  • Manage vault operations, including opening and closing.
  • Promote, clarify, and sell various banking products to clients.
  • Facilitate wire transfers for customers, ensuring compliance with OFAC verification prior to submission.
  • Adhere to all BSA/AML regulations and guidelines in performing duties.
  • Gather necessary information for Customer Identification Program (CIP) on all wire and monetary instrument transactions.
  • Ensure accurate customer information is collected and OFAC verification is completed before account openings.
  • Conduct Risk Rating Assessments and Due Diligence for all clients.
  • Maintain and update customer records regularly.
  • Monitor and report any suspicious activities to the BSA Officer.
Core Competencies:
  • Customer Service: Effectively manages challenging customer interactions; responds promptly to customer needs; actively seeks feedback to enhance service quality.
  • Diversity: Demonstrates respect and understanding of cultural differences.
  • Ethics: Treats individuals with respect; honors commitments; inspires trust through integrity and ethical behavior.
  • Organizational Support: Adheres to policies and procedures; completes administrative tasks accurately and punctually; supports the organization's mission and values.
  • Judgment: Involves appropriate personnel in decision-making processes.
  • Motivation: Strives for excellence in performance.
  • Planning/Organizing: Efficiently manages time and resources.
  • Professionalism: Engages with others tactfully; maintains composure under pressure; respects all individuals regardless of their status; takes accountability for actions.
  • Quality: Ensures accuracy and thoroughness; seeks opportunities for improvement; utilizes feedback to enhance performance.
  • Quantity: Meets productivity benchmarks; completes tasks in a timely manner; strives for increased efficiency.
  • Safety and Security: Observes safety protocols; reports unsafe conditions; utilizes equipment responsibly.
  • Adaptability: Adjusts to changes in the work environment effectively.
  • Attendance/Punctuality: Maintains consistent attendance and punctuality; ensures responsibilities are managed during absences.
  • Dependability: Follows instructions and responds to management direction; takes ownership of actions.
  • Initiative: Proactively seeks additional responsibilities and opportunities for self-development.
  • Innovation: Approaches challenges resourcefully; offers suggestions for process improvements.
Education and Training:
  • High School Diploma or equivalent required.
Experience:
  • Prior experience in customer service is essential.
  • Previous experience as a teller is preferred.
Language Proficiency:
  • Ability to read and interpret documents such as safety guidelines and procedural manuals.
  • Ability to compose routine reports and correspondence.
  • Ability to communicate effectively with customers and colleagues.
  • Bilingual skills in English and Korean are preferred.
Work Environment:
  • This position operates within a professional office setting.
  • Standard office equipment such as computers, phones, and photocopiers are routinely utilized.
Physical Requirements:
  • Regularly required to sit, use hands for tasks, and communicate verbally.
  • Frequently required to reach with hands and arms; occasionally required to stand and walk.
  • Must be able to lift and/or move up to 25 pounds occasionally.
  • Specific vision abilities required include close vision, distance vision, and depth perception.
Equal Employment Opportunity:
  • Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer, committed to diversity and inclusion.
Additional Information:
  • This job description is not exhaustive and may be subject to change at any time.