Float Universal Banker
On-siteCollege Station, Texas, United States or Conroe, Texas, United States
Job Summary
Conduct proactive outreach, needs assessments, and consultative sales conversations to build, manage, and retain client relationships. Serve as a trusted advisor by matching financial products to client goals and proactively educating them on self-service and digital banking solutions. Process routine financial center transactions accurately, including deposits, withdrawals, and loan payments, while managing lobby activity through greeting, directing, and risk monitoring. Identify and refer clients to internal partners for specialized needs and participate in community outreach to expand the client base. Uphold all risk management, compliance, and security standards, maintaining awareness of surroundings and client behavior to ensure a safe environment. Requires NMLS registration, background check, and ability to work Financial Center hours including weekends and evenings.
Required Qualifications
- High school diploma or GED
- 1+ year of sales, client service, or retail experience
- NMLS registration under the SAFE Act of 2008
- Ability to work Financial Center hours, including weekends and evenings
- Ability to work under stress and meet deadlines
- Ability to lift/move/carry approximately 50 pounds
Desired Qualifications
- Bachelor's degree
- Prior banking experience
- Bachelor's degree plus cash handling and customer service experience in retail/financial services
- Demonstrated ability to build and expand client relationships
- Proficiency navigating multiple banking systems and digital tools
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