Universal Banker I - 290 Office

Allegiance Bank Houston , TX 77020

Posted 2 months ago

ESSENTIAL DUTIES AND RESPONSIBLITIES

  • Promotes and cross-sells the Bank's products and services by assisting customers in their selection to meet their financial needs.

  • Performs safe deposit duties by opening accounts, controlling access, assisting customers and accepting rental payments.

  • Receives and places stop payment requests, check recorders and wire transfer requests.

  • Makes decisions regarding the opening of new accounts, completes forms requiring customer signatures, accepts initial deposits; prepare all documents and items pertaining to checking accounts, savings accounts and certificates of deposit.

  • Reviews reports necessary to job and maintains a superior level of accuracy in work.

  • Follows policies and procedures; completes tasks correctly and on time.

  • Provides assistance to Office Manager when needed.

  • Maintains confidentiality of customer information.

  • Ensures compliance with all bank policies and procedures.

  • Answers phones and directs callers to proper Bank personnel.

  • Processes all transactions efficiently and accurately. Cashes checks, savings withdrawals, confirms all necessary documents are properly authorized, in proper form and are within authorized limits.

  • Balances each day's transactions and resolves problems within given authority.

  • Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers.

  • May assist in opening and closing the vault daily, assists with balancing vault currency and coin.

  • Issues cashier's checks, travelers checks and money orders.

  • Accepts loan payments and items for collection.

  • Makes sure to maintain proper documentation of logs for monetary instruments sold when required.

  • Refers customers to the proper department for issues that cannot be resolved in their area.

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Universal Banker I - 290 Office

Allegiance Bank