Customer Service Banker I

2 weeks ago

Dallas, Texas, United States Metro City Bank Full time

Position Title: Universal Banker I

Reporting To: Branch Manager

FLSA Classification: Non-exempt

Overview:

The Universal Banker I is responsible for delivering exceptional service to branch clientele, facilitating transactions, assisting with account openings, updating customer information, and addressing inquiries as necessary.

Key Responsibilities:

  • Foster and sustain 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.
  • 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 a variety of banking products.
  • Prepare and process wire transfers, ensuring compliance with OFAC regulations prior to submission.
  • Adhere to all BSA/AML regulations and requirements in daily operations.
  • Gather necessary information for Customer Identification Program (CIP) on all wire and monetary instrument transactions.
  • Ensure comprehensive customer information is collected and OFAC verification is completed before account openings.
  • Conduct Risk Rating Assessments and Due Diligence for all clients.
  • Maintain and regularly update customer records.
  • Monitor and report any suspicious activities to the BSA Officer.
Core Competencies:
  • 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: Upholds integrity and ethical standards; treats individuals with respect.
  • Organizational Support: Adheres to policies and procedures; completes administrative tasks accurately and timely.
  • Judgment: Involves appropriate individuals in decision-making processes.
  • Motivation: Strives for excellence in performance.
  • Planning/Organizing: Utilizes time effectively to achieve goals.
  • Professionalism: Engages with others tactfully; remains composed under pressure; accepts accountability for actions.
  • Quality: Ensures accuracy and thoroughness in work; actively seeks improvements.
  • Quantity: Meets productivity benchmarks; completes tasks in a timely manner.
  • 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 directions and responds to management guidance.
  • Initiative: Takes proactive steps in personal development and seeks additional responsibilities.
  • Innovation: Approaches challenges resourcefully; proposes enhancements to work processes.
Education/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 rules and procedural manuals.
  • Ability to write routine reports and correspondence.
  • Ability to communicate effectively with customers and colleagues.
  • Bilingual skills are preferred, specifically in English and Korean.
Work Environment:
  • This position operates within a professional office setting.
  • Standard office equipment such as computers, phones, and photocopiers are routinely used.
Physical Requirements:
  • Regularly required to sit, use hands for various tasks, and communicate verbally.
  • Occasionally required to stand, walk, and lift/move up to 25 pounds.
  • Specific vision abilities required include close vision and depth perception.
Equal Employment Opportunity:
  • Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer.
Additional Information:
  • This job description is not exhaustive and may be subject to change at any time.

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