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Universal banker job

LegacyTexasGrapevine, TX
LegacyTexas jobs

Company

Company Description

Founded in 1952 and its Headquarters located in Plano, Texas. Legacy Texas Bank is a Community Bank in North Texas that serves locale enterprises, business owners, and families for over 60 years. Amassing over $8 billion assets and having offices in over 42 locations in the US - 19 of them are locations in North Texas, these numbers make them one of the biggest local banks in Texas. Legacy Texas provides services like commercial banking, business banking, consumer banking, and several other financial services through its mortgage division. Workers at Legacy Texas Bank are a family that works in the same direction of achieving the bank's vision and stay grounded by the values of the communities they live and work in. Interested applicants would be glad to know that Legacy Texas Bank has an exciting company culture and offers several great benefits like 401(k) Employee Stock Ownership, Health benefits, Education benefits, Paid time off to its employees. Open job openings positions available are Teller - Part-time and full-time, File maintenance Specialist, Bank Center Manager, and many more.

Job Description

We're looking for dynamic, talented people who embody our promise to the customers we serve as well as to one another. With our thriving company culture and great benefits and perks, our employees love to call LegacyTexas home so will you.Responsible for building and strengthening relationships with LegacyTexas customers, delivering a trusted consistent client experience and actively promote sales and delivery of our products and services.PRIMARY DUTIES & RESPONSIBILITIES: Work on the teller line, assist the Branch Manager, and/or the Assistant Branch Manager with daily branch functions as needed. Each day will be different, but you will always enjoy a high level of customer contact. Whether on the teller line, or at the sales and service desk, you will focus on exceeding expectations with your product knowledge, cash handling experience and service training. Required to either register on (NMLS) National Mortgage Licensing System and Registry or re-register on NMLS and move your previous registration to LegacyTexas.Acquire, expand, and retain client relationships with existing clients and prospects to achieve sales objectives.Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other LegacyTexas resources following client transactions.Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions.Execute integrated sales, relationship, and credit strategies that are aligned with the branch’s business plan. Responsible for opening new accounts (i.e. checking accounts, savings accounts, CD’s, IRA’s, and Loans etc.Conduct outbound sales activities (e.g. phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.Cash handling and helping customers with their everyday teller transactions. i.e. paying and receiving checks for deposit, examine checks for proper endorsements, identification of the persons receiving payments and the legality of the documents, process transactions such as term deposits, retirement savings plan contributions, night deposits, and mail deposits, prepare and verify cashier’s checks, identify transactions mistakes when debits and credits do not balance, balance teller cash drawer on a daily basis, etc.Schedule periodic meetings and check-points with clients to provide value-added services.Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.Balance daily transactions and completes necessary paperwork for work transmittal.Follow all compliance policies and procedures.Performs miscellaneous job duties as assigned SUPERVISORY RESPONSIBILITIES: This role has no supervisory responsibilities. PHYSICAL DEMANDS & WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to withstand moderate physical activity throughout the work day (standing, walking, reaching)Ability to sit for extended periods of timeAbility to lift or move up to 25 pounds on occasionAbility to maintain attention and concentration for extended periods of timeAbility to work overtime when required to meet deadlinesWork environment –The noise level is usually low to moderate. MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS): College degree preferred or three to five years Personal Banker experience together with successful experience as a teller. Previous success in meeting or exceeding sales and referral goals is an important facet of this position. Additionally, strong relationship-building, communication, and teamwork skills are required.Extensive knowledge and experience with all phases of retail related businesses having working knowledge in a retail bank environment.Ability to manage and cross-sell a client portfolio comprised of treasury management and/or credit clients.Basic computer skills-ability to interact with clients using banking technologyOrganized; ability to manage time effectively and to multi-taskThe ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the client’s financial relationship.Excellent customer service contact skills: comfortable asking questions/interviewing clients about their financial situation: strong listening skillsUnderstanding how to present features, and benefits of products and services to clients with differing needs.Professional, thorough and organize; able to follow standard operating policies and proceduresSelf-motivated, assertive, performs well in a competitive sales environmentAbility to lean products, services and procedures quickly and accurately; explain concepts clearly to customersUnderstand how to interpret numbers, trends and data to make effective decisionsCommit to excellence in all areas of job performance, relationship-building, and service: maintaining a professional appearance and demeanor with a positive attitude; helping to build a positive team spirit.Must have flexibility by easily transitioning from one function to another to relieve other employees and ensure continuity of the client service.Ability to work branch hours, including weekends and some evenings LegacyTexas is committed to diversity and inclusion and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Drug Free worker environment

LegacyTexas

Type

Company - Private

Location

Multiple locations

Industry

Commercial Banking Companies

Founded

1952

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