Job description

Our Mission: At UBank we are on a mission to revolutionize the Future of community banking. If you believe in meeting people where they’re at and helping them forge the life they want today, then your “Make It Happen” energy may just be the right fit! So come join us as we build a bank together based on common sense, consistency, and efficiency!

RB Summary: First and foremost, your responsibility is to be an advocate for the customer and an example of the UBank brand. Additionally, we base our retail strategy on three things, Legendary Service, Lifelong Relationships and Operational Excellence. You will help customers with transactions as well as opening consumer accounts which includes maintenance and imputing wires. You will work with complex customers helping them navigate banking in a way that makes them feel supported providing solutions that meet their needs and enrich their lives.

ABOUT UBANK

UBank is a community-oriented bank that is building the future of relationship banking. We believe that people bank with people, not a bank. That’s why we’re focused on creating an innovative banking experience that values, knows, and empowers its customers to live their ambitions and forge their dreams today. Since our founding in 1961, we’ve built a strong product set, learned how to navigate the regulatory environment, and established a strong team of employees who share our vision. After many years of steady growth, 2019 ushered in a completely new chapter for the organization – starting with a new management team and a comprehensive rebrand! As we transitioned from ‘Huntington State Bank’ to ‘UBank,’ our vision for the future became even clearer, as we were able to focus our ambitions on building “banking made for you.”

Since this rebranding, we’ve worked tirelessly to build a firm foundation that will stand the test of time. In addition to structural improvements that maximize efficiencies, we made giving back to our community a priority through our ‘Go Groups’ service teams and UBank’s annual ‘Good For Country’ benefit concert that raises money for the East Texas Food Bank. UBank is an organization that’s always looking for creative ways to bring humanity back to the banking industry. We’re on a mission to become a wingman for our customers – someone who is both a trusted partner and a valued friend. The one you can always depend on to make things happen and have a good time doing it.

Job Duties and Responsibilities
Service:

· Warmly Greet (within 3 seconds of entry) and assist customers to understand their need and recommend relevant solutions.

· Follow-up with customers promptly and when promised helping them navigate any service challenge and then share what you learned for the benefit of others.

· Fully Understand bank products and services

· Take ownership over the physical appearance of your branch and workspace

· Have effective onboarding conversations that meet UBank standards.

· Open consumer products for customers perform maintenance on existing accounts.

· Utilize access manager to unlock online banking profiles.

· Use client central to unlock debit card and clear fraud cases an increase temporary and permit limit increase with appropriate approvals.

· Maintenance Dormant accounts and authorized to change status.

· Access to and ability to maintenance tele-bank system to aid customers.

Lifelong Relationships:

· Engage in intentional conversation based of the three Ps: Personal, Professional, and Play.

· Meeting customers where they are at absent of judgment and shame.

· Make needs based recommendations empowering customers to thrive in their financial lives.

· Learner Mindset vs. Knower Mindset.

· Promptly Answer telephone (less than 3 rings) and address or escalate inquiries as needed.

· Provide effective follow up on new accounts open that includes 2x2x2 process. A thank you card within 2 days of opening and account, a follow up call in 2 weeks in order to make sure customers have everything set up and working properly and a call in 2 months to follow up on additional needs.

· Open business accounts and new business online banking access including maintenance like adding accounts.

· Understand and complete TM paper work and service trouble shooting like RDC set up an additional service needs.

· Deliver on departments KPI’s

Operational Excellence:

· Balancing and accuracy while completing customer deposits, withdrawals, and transfers.

· Monthly/quarterly rotating operational tasks

· Accurately filling out tickets to ensure efficiency for customers, both internal and external.

· Master opening and closing procedures including dual control.

· Shows eagerness and capacity to learn new methods, procedures, and techniques.

· Demonstrate the ability to open accounts properly ensuring to gather all the appropriate CIP information.

· Managing personal technical exceptions to be in compliance with retail standards.

· All other task as assigned.

· Provide overrides for other teammates based on established limits.( teller overrides, cashier’s checks)

· Imput wires into wire exchange following the process and gain the appropriate approval and submit to the wire room(once certified)

· Supervisor report access and Verfin to work CTR’s for branch as needed.

Competencies:

· Resourcefulness – Makes effective use of informationand resources available at their disposal and is skilled at obtaining resources when necessary, exhibiting a behavior of self-reliance.

· Organizational Courage – Faces difficult issues with optimism and confidence and supports others who do the same; stands up to tackle tough assignments and champions co-workers to do the same.

· Digital Curiosity – A strong desire to discover a new way to do things in the digital world and empower customers to do the same adding value to their lives, saving them time and money!

· Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

· Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

· Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed

Job Details:

Location: Plano, Texas
Onsite
Hours: Full Time Monday-Friday
Status: Non-Exempt/ Hourly

For questions about the position please contact careers@u.bank

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Plano, TX 75024: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you able to arrive as early as 7:15 AM and stay as late as 6:00 PM depending on your scheduled shift?

Work Location: One location

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