Overview

The Universal Banker in our Plano banking center is responsible for providing teller based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers while delivering an exceptional customer experience. Universal Bankers process deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures. 

Responsibilities

• Primary role to perform maintenance and service duties for customers: greet customers/prospects in the lobby, on the teller line, or on the phone. Research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities.
• Use needs-based assessment tools to analyze and determine customer needs. Recommend and offer appropriate solutions (consumer and business) both in person and on the telephone. Use the conversation model to uncover customer needs using open-ended questions.
• Secondary resource in the center for new accounts, accurately opens, closes and maintains customer’s accounts according to established policies and procedures. Ensure that new accounts are properly boarded and cross-sell opportunities identified and pursued.
• Assist and educate customers on the use of self service and remote channels.
• Provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business.

Qualifications

• 40 hours per week - Must be able to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon).
• Minimum 1 year customer service experience.
• Minimum 1 year sales experience.
• Minimum 1 year teller experience, and/or minimum 1 year cash handling experience.
• Minimum 1 year experience within a regulated financial institution preferred, retail banking preferred.
• Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship.

Location: Plano, TX (Preston Road and Lorimar Drive)

Join the NDBTeam!

We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of – consider applying today.

North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.