Jobs
>
Dallas

    Universal Banker - Dallas, United States - Texas Capital Bank

    Texas Capital Bank
    Texas Capital Bank Dallas, United States

    3 weeks ago

    Default job background
    Full time
    Description

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success — today and tomorrow.

    While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

    Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

    Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to ' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at .

    Responsibilities

  • Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
  • Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
  • Proactive customer outreach that is aligned to our high-touch / engagement model
  • Proactive phone calls to both existing and prospect customers
  • Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
  • Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc...
  • Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations
  • Assist in community awareness events to increase bank outreach and foster new business opportunities
  • Assist management with various operational duties and responsibilities
  • Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
  • Saturday Banking Support

    • Qualifications

  • Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling
  • Knowledge of banking products and services including deposits, lending and other financial services
  • Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
  • Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
  • Proven customer service skills
  • Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
  • Excellent communication skills, both verbal and written, with the ability to speak concisely
  • Must be team-oriented
  • Ability to be influential and establish positive working relationships across the organization with various stakeholders
  • Knowledge of legal entity documentation preferred
  • Strong attention to detail and accuracy
  • Strong phone communication skills
  • Proficient knowledge of Salesforce preferred
  • Must be able to lift up to 50 lbs
  • First Horizon

    Universal Banker

    3 weeks ago

    First Horizon Dallas, United States

    A successful Universal Banker is versatile, flexible, and talented.You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, serv ...

  • North Dallas Bank and Trust

    Universal Banker I

    3 weeks ago

    North Dallas Bank and Trust Dallas, United States

    Overview: · A Universal Banker 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 p ...

  • Metro City Bank

    Universal Banker I

    3 weeks ago

    Metro City Bank Dallas, United States

    Title: Universal Banker I · Reports to: Branch Manager · FLSA Code: Non-exempt · Pay Grade: 15 · Overview: · Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed · Essential D ...

  • State Bank of Texas

    Universal Banker

    3 weeks ago

    State Bank of Texas Garland, United States

    Job Description · Job DescriptionUniversal Banker · The responsibilities of this position include but not limited to open accounts and performing teller transactions in a cash intensive environment. · Responsibilities: · Open new accounts; personal, business, & certificate of de ...

  • InterBank

    Universal Banker

    1 week ago

    InterBank Midlothian, United States

    Job Description · Job DescriptionJob Status: Non-exempt, Full Time · JOB DESCRIPTION · Objective/Summary: · The Universal Banker is responsible for working as both a Teller and Personal Banker to better serve InterBank customers · Essential Functions: · Processes customer transa ...

  • Financial Staffing Resources, Ltd.

    Universal Banker

    1 week ago

    Financial Staffing Resources, Ltd. Kaufman, United States Full time

    Job Description · We are seeking a member-focused, energetic, and friendly Universal Banker to join our team at the Kaufman Branch. The UB will be responsible for building and nurturing relationships, fostering trust, and upholding integrity in all interactions, whether with Memb ...

  • Point Bank

    Universal Banker

    3 weeks ago

    Point Bank Flower Mound, United States

    About the Organization · PointBank has been an independent, locally-owned community bank serving Denton County, Texas since over 135 years Currently, we have nine branches conveniently located throughout Denton County. We, at PointBank, would like to invite you to use our banking ...

  • North Dallas Bank and Trust

    Universal Banker I

    3 weeks ago

    North Dallas Bank and Trust Irving, United States

    Overview: · A Universal Banker 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 p ...

  • Open Bank

    Universal Banker II

    2 weeks ago

    Open Bank Carrollton, United States

    The Universal Banker II is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types. Excellence ...

  • Open Bank

    Universal Banker II

    2 weeks ago

    Open Bank Carrollton, United States

    The Universal Banker II is responsible for meeting with customers and non-customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross-sell appropriate Bank products and services of all types. Excellence ...

  • Kris Anderson Consulting, LLC

    Senior Universal Banker

    3 weeks ago

    Kris Anderson Consulting, LLC Rockwall, United States

    About the job Senior Universal Banker · JOB FUNCTION / SUMMARY: · A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs. · ESSENTIAL DUTIES & RESPONSIB ...

  • North Dallas Bank & Trust

    Universal Banker I

    1 week ago

    North Dallas Bank & Trust Frisco, United States

    Overview · The Universal Banker in our Frisco 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 e ...

  • First Mid Bancshares, Inc.

    Full Time Universal Banker II

    3 weeks ago

    First Mid Bancshares, Inc. Grapevine, United States Full time

    At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and thro Universal Banker, Banker, Bus ...

  • First Mid Bank & Trust

    Full-time Universal Banker II

    3 weeks ago

    First Mid Bank & Trust Grapevine, United States Full time

    Position: · Full-time Universal Banker II · Location: · Grapevine, TX · Job Id: · 3596 · # of Openings: · 1 · At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers a ...

  • The Symicor Group

    Chief Financial Officer

    2 weeks ago

    The Symicor Group Dallas, United States

    Who We Are · The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former banke ...

  • Linscomb & Williams

    Personal Banker II

    1 week ago

    Linscomb & Williams Dallas, United States

    As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most app ...

  • Texas Capital Bank

    ETF Internal Wholesaler

    3 days ago

    Texas Capital Bank Dallas, United States

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. · While ...

  • Origin Bank

    Treasury Management Officer

    3 weeks ago

    Origin Bank Dallas, United States

    Summary: Promotes Sales of Treasury Management products and services in specified markets by performing the following duties. · Duties and Responsibilities include the following; Responsible for Sales and Marketing of Treasury Products and Services. Provides support and customer ...

  • Saxon Global

    Sr Product Manager/Product Owner

    2 weeks ago

    Saxon Global Dallas, United States

    Position : Sr Product Manager/Product Owner · Client : Citibank · Location : hybrid in Dallas, TX · Rate : $80/hr on C2C · Visa : USC / GC only · Responsibilities: · Responsible for end-to-end business analysis of Digital Technology Projects, Front-office applications (Banke ...

  • Wells Fargo

    Part Time Teller Hillside Village

    3 weeks ago

    Wells Fargo Dallas, United States Part time

    Why Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...