Universal Banker I - 290 Office

Allegiance Bank Houston , TX 77020

Posted 2 months ago


  • 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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Business Office Coordinator MH Kirby Glenn Surgery Center (19341147)

United Surgical Partners International

Posted 2 days ago

VIEW JOBS 11/24/2020 12:00:00 AM 2021-02-22T00:00 Job Summary: The Business Office Coordinator (BOC) assists the Administrator with the day to day operations of the business office. The BOC is also responsible for the day-to-day supervision of the business office staff. Essential Job Duties and Responsibilities: Knows, adheres to, and enforces all policies of the business office Supervise business office employees and processes Responsible for the hiring, orientation, performance reviews and training of registration and medical records staff Responsible for thorough working knowledge of accounts receivable system including maintenance of the managed care contracts Reconciles the cash receipts to the deposit log Informs Administrator of applicable day-to-day situations Supervise all medical records activities of the center in a manner consistent with the clinical needs of the center Follows all equipment safety guidelines and is personally responsible for knowledgeable use and care of equipment Assist Administrator with overall strategic planning of the business office Develops and maintains policies, procedures and systems to minimize DSO and the rate of bad debt and increase the productivity of related operations Perform other activities as requested by the business manager, and assume other appropriate operational responsibilities as necessary #LI-AM1 Required Skills Must be a high school graduate. A bachelor''s degree preferred. Five years supervisory experience in a medical setting such as a hospital, physician''s office, or surgery center preferred. Experience working with physicians is desirable. Must have knowledge of medical terminology. Prefer experience in accounts payable and receivable. United Surgical Partners International Houston TX

Universal Banker I - 290 Office

Allegiance Bank