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Universal Banker I Woodville Job at Allegiance Bank

Allegiance Bank Woodville, TX 75979

Job Information

  • Date Posted
    2025-08-24
  • Location
    Woodville, TX 75979
  • Job Title
    Universal Banker I Woodville
  • Gender
    Both

Description

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.

Qualifications

Education

Required

High School or better.

Experience

Required

2 years: • Work related experience should consist of a financial institution with customer service and opening new accounts and cash handling background.
• Basic knowledge of state and federal banking compliance regulations and other Bank operational policies.
• Basic skills in computer operations and Microsoft Office products.
• Basic math skills, the ability to add, subtract, multiply and divide using whole numbers. Locate routine mathematical errors; count currency; coin and negotiable instruments in a timely manner.
• Effective oral, written and interpersonal skills. Effective time management skills.
• The ability to understand and follow procedures, write correspondence and speak clearly to customers and other Bank employees.
• Ability to deal with difficult problems and work with minimal supervision while performing duties.

Preferred

Bilingual in English/Spanish preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)




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