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Universal Banking Associate Jobs in Texas (NOW HIRING)

Woodforest National Bank

Teller Retail Banker

Marshall, TX · On-site

$12.75 - $16/hr

OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree. • Previous instore banking experience is preferred, but not ...

Woodforest National Bank

Teller Retail Banker

Plano, TX · On-site

$17.25 - $21.75/hr

OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree. Previous instore banking experience is preferred, but not required.

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All JobsUniversal Banking Associate JobsUniversal Banking Associate Jobs in Texas

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:

Financial Associate (Part-Time, 30 Hours/Week)

Canton, TX • On-site

American National Bank of Texas
Commercial Banking • 201 - 500 employees
Learn more about American National Bank of Texasexternal

Part-time

Posted 11 days ago

Job description

The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong “sales” mentality. They must also enjoy handling customers’ initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry. 

Responsibilities include: 

  • Opening deposit accounts and ancillary deposit services
  • Processing paying and receiving transactions
  • Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
  • Uncovering customer expansion opportunities and referring customers to proper bank associates
  • Performs account maintenance and related activities
  • Adheres to established internal controls on regulatory requirements ensuring compliance
  • Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved

Qualifications:

  • High School diploma or GED
  • Minimum of two years of retail/sales or banking experience required
  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred 

Skills:

  • Demonstrated experience with Microsoft Office Suite
  • Excellent interpersonal, communication skills, and written communication
  • Solid organizational skills and attention to detail
  • Ability to work in a fast-paced, team-oriented environment
  • Demonstrated ability to maintain confidentiality
  • Lifting in an office setting may be required up to 30 lbs.

ANBTX strongly encourages candidates that are fluent in English and Spanish to apply.  Jobs that specifically require candidates to be bilingual will be posted as a requirement.

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