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Universal Banking Associate Jobs in Texas (NOW HIRING)

Universal Banker

Dripping Springs, TX · On-site

$19 - $24/hr

Perform full service banking with a primary focus on service and sales to new and existing ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Universal Banker

Dripping Springs, TX · On-site

$19 - $24/hr

Perform full service banking with a primary focus on service and sales to new and existing ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Universal Banker

Dripping Springs, TX · On-site

$19 - $24/hr

Perform full service banking with a primary focus on service and sales to new and existing ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Universal Banker

Tomball, TX · On-site

$17 - $21.25/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

Tomball, TX

$17 - $21.25/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

Plano, TX · On-site

$16.75 - $21/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

Plano, TX · On-site

$16.75 - $21/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

Tomball, TX · On-site

$17 - $21.25/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

Plano, TX · On-site

$16.75 - $21/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

La Grange, TX · On-site

$18 - $22.50/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

La Grange, TX · On-site

$18 - $22.50/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Universal Banker

La Grange, TX · On-site

$18 - $22.50/hr

Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Perform full service banking with a primary focus on sales and service to new and existing ...

Associate Banker

Houston, TX · On-site

$20 - $21.50/hr

As an Associate Banker, you will play a key role in * helping customers with their day-to-day ... Is confident in educating clients on conducting banking transactions online, via mobile app and ...

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Showing results 1-20

Universal Banking Associate information

What is a universal banking associate?

Universal Banking Associates are versatile bank employees who handle a wide range of banking tasks, including customer service, teller transactions, opening accounts, and assisting with loans. They are trained to perform various duties to ensure smooth branch operations and provide a one-stop experience for customers. This role requires strong communication skills, attention to detail, and the ability to adapt to different responsibilities throughout the day. Universal Banking Associates often serve as the first point of contact for clients and play a key role in promoting the bank’s products and services.

How does a universal banking associate typically collaborate with other departments within a branch?

As a Universal Banking Associate, you’ll work closely with colleagues across multiple departments, such as loan officers, branch managers, and customer service representatives. Your role often involves acting as a bridge between the customer and specialized teams, ensuring that client needs—whether deposits, loans, or account services—are addressed efficiently. This collaborative environment helps you gain exposure to different banking functions, which can be beneficial for professional growth and understanding the broader operations of the branch.

What are the key skills and qualifications needed to thrive as a universal banking associate, and why are they important?

To thrive as a Universal Banking Associate, you need a solid understanding of banking products, financial regulations, and customer service, often supported by a degree in finance or related experience. Familiarity with banking software, CRM systems, and cash handling procedures is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities help you build trust with clients and efficiently address their needs. These skills are vital for ensuring customer satisfaction, regulatory compliance, and the smooth operation of daily banking activities.

What is the difference between Universal Banking Associate vs Customer Service Representative?

AspectUniversal Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentBank branches, financial institutions, handling banking transactions and client inquiriesCall centers, retail stores, or service desks assisting customers with inquiries and issues
Employer & Industry UsageFinancial institutions, banks, credit unionsRetail companies, banks, service providers
Common Search & ComparisonOften compared for roles involving banking operations and client interactionCompared for customer support roles in various industries

The Universal Banking Associate and Customer Service Representative roles both involve client interaction within financial or retail environments. While the Universal Banking Associate focuses more on banking transactions and financial services, the Customer Service Representative handles broader customer inquiries across industries. Both roles require strong communication skills, but the Universal Banking Associate typically needs some banking-specific knowledge or certifications.

What cities in Texas are hiring for Universal Banking Associate jobs?

Cities in Texas with the most Universal Banking Associate job openings:

Universal Banker

Dripping Springs, TX • On-site

Sunflower Bank, N.A.
Commercial Banking • 1 - 5K employees

$19 - $24/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago


Sunflower Bank rating

6.6

Company rating: 6.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz


Job description

Description:

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.


Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Dripping Springs, TX branch!


This position works 40 hours per week.


Customer Service experience is a MUST

Cash Handling experience is a MUST

Banking experience is a plus but not required- WILL TRAIN!

Excellent Benefits, PTO, Incentive Pay, and company perks!


Description:


The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers.


If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you!


Responsibilities:

  • Perform full service banking with a primary focus on service and sales to new and existing customers within the branch.
  • Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services.
  • Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits.
  • Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets.
  • Provide information to customers regarding promotions, contests, and new account options.


Education / Experience Preferred:

  • High School Diploma or equivalent.
  • An equivalent combination of education and experienced may meet qualifications.


Pay is dependent on knowledge, skills, abilities, experience and location.


Working Conditions


The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.


Sunflower Bank Benefits


People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.


Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

  • Rooted in Strength
  • Propelled by Growth
  • Individuals in a Great Whole
  • Creating Possibility
  • Community Focused

Associates enjoy outstanding benefits, including:

  • 401(k) Plan with 6% Match
  • Health/Dental/Vision Insurance
  • Company-paid Life Insurance
  • Tuition Reimbursement
  • Fitness Reimbursement
  • Paid Time Off
  • Volunteer Leave
  • Paid Holidays
  • Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers.


You’ve never worked anyplace like Sunflower Bank!


EOE/AA: Minorities/Females/Disabled/Vets


Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.


Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.


If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Requirements:



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