Financial Service RepresentativeSecurity National Bank
Job Start Date:7/1/2022Type of Position:Full - Time
Number of Openings:1
Job Location & Contact:
300 North Field Street
Suite 100
Dallas, TX75201
4022210126
Email
Job Description:
As a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other’s unique differences. We understand the importance of personal belonging which is why you’ll hear our employees talk about being part of the SNB family. Now, more than ever, as we’ve expanded our roots into new markets, it’s the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in uptown Dallas. Learn more about our story at www.SNBconnect.com/About-Us or visit us on LinkedIn and Facebook. JOB SUMMARY This position is responsible for acting as the customer ambassador for the bank with the overall purpose of providing concierge service to branch clients. This role educates and advises customers about SNB’s sales and service delivery options, along with referral of appropriate products and services matching the customer needs while performing a wide variety of activities including transaction processing. In addition, the Senior Universal Banker will exhibit leadership behaviors including but not limited to operational coaching branch staff as well as providing support to the Branch Manager and Assistant Branch Manager as needed. ESSENTIAL FUNCTIONS Leadership responsibilities (20%) • Assists other branch employees by being a resource and assisting them with clients, offages, etc. as appropriate. • Assists in training other branch employees on Bank products and services as appropriate. • Leads by example in providing daily support and encouragement to the branch team. Provides operational coaching and mentoring to staff under the direction and guidance of the Branch Manager and/or Assistant Branch Manager. Extraordinary Customer Service (20%) • Prepares and compiles new customer information to open new accounts and loans, ensuring collection of all necessary documentation. • Administers lending processes, educates customers regarding lending options, completes thorough loan applications and documentation; facilitates lending determination systems and processes. • Enthusiastically responds to customer inquiries and any requests regarding accounts with a sense of urgency. Resolves issues and follows up with customer promptly. • Greets customers at door in a timely manner. Consultative Sales and Referrals (20%) • Maintains a working knowledge of bank/branch goals, policy and procedural expertise of deposit and non-deposit products and services, and current marketing and advertising campaigns to meet our client’s financial needs. • Provides ongoing relationship servicing with current customers by utilizing ticklers and other need-based practices to identify appropriate products and services, maintain goodwill and gain additional business. • Promotes opportunities connected with internal business partners to meet client financial needs, including loans, deposits, online banking, e-statements, referrals for remote deposit capture (RDC), Wealth Management, Mortgage and Positive Pay referrals, etc. to assist in meeting budgeted branch goals. Treasury Management (20%) • Assists in identifying new Treasury Management opportunities through a consultative sales approach. • Works with existing and new clients to analyze their current account structure and pricing to offer solutions to meet their needs • Assists with the creation of proposals for business related accounts and services. • Provides exceptional service after the sale as needed and appropriate, including but not limited to business bill pay, business mobile deposit, business credit cards, wire agreements, etc. • Provides market review of Treasury Management and depository pricing updates. Customer Transaction Processing (15%) • Cashes checks and pays money upon verification of signatures and customer account balances accurately and timely. Inspects all checks, bonds, savings withdrawals to determine their negotiability. • Receives checks and cash for deposit into accounts. Verifies deposit amount, examines checks for endorsement and negotiability. • Balances and manages cash drawer daily with minimal errors, provides balancing assistance to other team members, and immediately reports all offages to Branch Manager and/or Assistant Branch Manager. • Identifies potential fraudulent situations to protect the customer and bank. • Assists with branch audits, controls and monthly checklists as needed. Collection Activity (5%) • Proactively manages NSF and delinquent credits. • Partners with Consumer Credit Officer regarding collection activities. • Updates weekly past due reports in a timely and consistent manner. Performs other duties as required and assigned.
Experience Required:
KNOWLEDGE, SKILLS AND ABILITIES • Thorough knowledge and understanding of all branch customer transaction requirements, including both teller and banker responsibilities. • Solid knowledge and understanding of the bank’s products and services. • Strong proficiency and skills with banking systems - paying and receiving/new accounts/loans and related programs. • Ability to effectively match customer needs with appropriate referral or product/service to enhance the customer relationship and satisfaction. • Ability to define and offer solutions to resolve problems using knowledge of the organization to identify helpful resources. • Ability to apply knowledge to assignments and maintain expertise by keeping current with new developments and procedures. • Ability to demonstrate a consistently positive and helpful attitude toward customers (internal and external). • Effective communication (written and verbal), exemplary service skills, and a desire to provide premiere service is a must. • Advanced attention to detail and follow-through skills. • General Mathematics and Accounting to interpret basic financial information. • Highly ethical skill level of trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers. • Proficient knowledge of Microsoft Office software (Outlook, Word and Excel). • Ability to obtain and hold a NMLS license. • Ability to complete required training by assigned due date. • Ability to maintain predictable and reliable attendance. EDUCATION* • Minimum of a High School or equivalent degree required; Associate’s degree preferred EXPERIENCE* • Minimum of 3 years of prior customer service experience within the banking industry, including experience with new accounts and teller/cash handling required • Current Notary Public preferred • Experience promoting successful referrals preferred *Equivalent education and experience will be considered AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
How to Apply:
www.snbconnect.com/careers
Application Deadline:
Jan 01, 1900
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Greater Dallas Hispanic Chamber of Commerce
1402 Corinth Street, Suite 225  |  Dallas, TX 75215
Phone: (214) 521-6007 | gdhcc@gdhcc.com | sitemap