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Universal Personal Banker

Texas Trust Credit Union

Universal Personal Banker

Grand Prairie, TX
Full Time
Paid
  • Responsibilities

    Universal Personal Banker Texas Trust Credit Union 32 reviews - Grand Prairie, TX This individual is responsible for satisfying members financial needs in the following areas while meeting individual, department and organization goals. Solve member problems, resolve transaction issues and help with complex work-related matters. Perform all cash operation functions as needed and ensure a high level of accuracy in all financial transactions. * generate and close high quality leads across the product range while providing world class service to all our members; * assist members with requests for service as needed in cash operation services and financial services; * take secured, unsecured, line of credit, auto, and miscellaneous loan applications in person and by phone, and notify applicants of the loan decisions; * actively promote and sell the credit unions full line of financial services in person by asking appropriate questions, assessing member needs and offering alternative solutions; * process and complete all account openings and closings including, but not limited to: share, share draft, IRAs, business accounts, money markets, and Safe Deposit Boxes. Maintain proper security and exercise good judgment; * promote and sell credit life, credit disability, and all other ancillary loan products; * refer members to other line of business as needed; * greet members with Texas Trust Way greeting; * perform the following member transactions: add & remove joint owners, order checks, issue stop payments, debit cards, make adjustments to accounts (with parameters), ACH revocation, share & share draft payroll requests, wire transfers, gift cards; * complete and process member fraud request timely; * notarize documents as needed; * assists the Manager, in all areas of teller operations including assigning work, answering questions, solving problems, and helping with complex transactions; * serve as vault teller of the credit union, to include ordering cash from the FED, verifying cash received, filling teller cash orders, maintaining vault security and balancing vault cash as required; * perform any and all other duties that may be required or needed from time to time. Required Skills * High School Diploma/GED; Two (plus) years of college course work and or equivalent work experience; * High comfort level in utilizing computers;

    • Professional written and verbal communication; * The ability to recognize and proactively seek sales opportunities to meet set goals. Preferred Skills * Bachelors Degree in a business field; * Multilingual verbal and written skills; * Demonstrate problem-solving, teamwork abilities and the ability to be proactive; * Ability to manage difficult situations with little supervision; * Demonstrate leadership and assertiveness. Required Experience * One year or more, experience in a high paced sales environment with a track record of meeting and/or exceeding goals; * Six months customer service experience 4 hours ago - save job - original job Apply On Company Site Other jobs you may like Universal Banker North Dallas Bank and Trust Co - Dallas, TX 30+ days ago Universal Banker Bank of Hope - Dallas, TX 30+ days ago * Universal Personal Banker jobs in Grand Prairie, TX * Jobs at Texas Trust Credit Union in Grand Prairie, TX * Universal Personal Banker salaries in Grand Prairie, TX Texas Trust Credit Union Texas Trust Credit Union 32 reviews COMPANY OVERVIEW Founded in 1936, Texas Trust Credit Union is a community credit union serving more than 58,000 members. With... Let employers find you Thousands of employers search for candidates on Indeed Upload Your Resume
  • Industry
    Financial Services