Top 14 Senior personal banker Jobs in Plano Tx

Sr. Universal Banker - Dallas, TX
BankUnited, N. A. —Dallas, TX
- Mid-level
- Office
- High school diploma or GED
Senior Personal Banker
Northern Trust Corp. —Dallas, TX
- Full-time
- Research
- Office
- 3 years
14d
Mortgage Single Point of Contact Relationship Sr Specialist
Citizens Financial Group —Irving, TX
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
13d
Senior Personal Banker
FCB - First Convenience Bank —Irving, TX
- Weekends as needed
- 18 years or older
- Ability to walk for extended periods
- High school diploma or GED
Bilingual Sr Personal Banker
FCB - First Convenience Bank —Dallas, TX
- Weekends as needed
- 18 years or older
- Spanish
- Customer service
21h
UHNW Senior Mortgage Consultant
Morgan Stanley —Dallas, TX
- Microsoft Outlook
- Office
- High school diploma or GED
Senior Loan Officer, Mortgage
GoodLeap —Plano, TX
- $16.90 an hour
- Full-time
- Customer service
- Mid-level
- Finance
Senior Associate, Asset Management - Agency Watchlist
ORIX —Dallas, TX
- Full-time
- 7 years
- Writing skills
- English
- Adoption assistance
- Parental leave
Estate Administrator - Senior Associate
JPMorganChase —Dallas, TX
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor Plano, TX
JPMorganChase —Plano, TX
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Relationship Assistant Commercial Banking- Dallas
Broadway Bank —Dallas, TX
- Call employer
- 5 years
- Office
- Finance
- Tuition reimbursement
- Paid time off
Business Relationship Manager Senior Acquisition - Vice President
JPMorganChase —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Tuition reimbursement

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senior personal banker jobs near plano tx

Sr. Universal Banker - Dallas, TX

BankUnited, N. A. -
Dallas, TX

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Job Details

Qualifications

Handling large sums of money
High school diploma or GED

Full Job Description

Sign on bonus of $1,000 to be paid after six months of continuous service.

SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances.
Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
Places holds on accounts as appropriate.
Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
Explains, promotes, refers, or sells Bank products or services such as accounts, loans and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
Performs outbound calls and set appointments for Market Leader (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals.
Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities.
Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met.
Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals.
Maintains knowledge of current products, policies, procedures and regulations as it relates to position.
Adheres to all current policies, procedures and regulations as it relates to position.
Processes transactions from automated teller machine and night depository.
Responds professionally to customer inquiries or problems.
Assists customers with safe deposit box transactions.
Fills in for Financial Specialist Leader when absent.
May order daily supply of cash and counts incoming cash.
Under dual control, balances cash in automated teller machines and night depository.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.

EDUCATION

HS Diploma or GED required

EXPERIENCE

Minimum of 2-3 years of cash handling experience (preferably Teller) required
Excellent customer service, sales, risk management and cash operations experience preferred
Must be fully trained in both Teller and Platform functions

KNOWLEDGE, SKILLS AND ABILITIES

Must be fully trained in both Teller and Platform functions.

ADDITIONAL INFORMATION

Candidates residing in locations within BankUnited's footprint may be given preference.

Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am - 5pm in either Miami Lakes or Boynton Beach (Florida). The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.

Sign on bonus of $1,000 to be paid after six months of continuous service.

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senior personal banker jobs in plano tx

Sr. Universal Banker - Dallas, TX

Senior Personal Banker

Mortgage Single Point of Contact Relationship Sr Specialist

Senior Personal Banker

Bilingual Sr Personal Banker

UHNW Senior Mortgage Consultant

Senior Loan Officer, Mortgage

Senior Associate, Asset Management - Agency Watchlist

Estate Administrator - Senior Associate

Senior Home Lending Advisor Plano, TX

Senior Relationship Assistant Commercial Banking- Dallas

Business Relationship Manager Senior Acquisition - Vice President

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