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Universal Banker
Career Insights for Financial Services Representative
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Scorecard
Based on Texas data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$69,606 / year median in Texas
+10% projected growth
Job Description
Universal Banker Point Bank - 3.1 Frisco, TX Job Details Full-time 11 hours ago Qualifications Opening bank accounts Customer records maintenance Financial sales Account maintenance Financial transaction processing Sales referrals Greeting customers Promoting bank products Answering guest questions Phone canvassing CRM system proficiency Relationship building in financial sales Conducting sales calls Entry level Client interaction via phone calls Full Job Description Frisco is growing fast, and so are we. PointBank has been serving our communities for more than 140 years, and now we're expanding into one of the most dynamic cities in North Texas. This is your chance to be part of a bank that still believes in knowing customers by name, supporting local businesses, and delivering community banking at its finest. We are hiring an enthusiastic Universal Banker to help launch and shape our newest branch. If you love people, thrive in a fast paced environment, and want to grow your career with a bank that invests in its employees, this role is for you. What You Will Do You will be the welcoming face of PointBank in Frisco. Every day you will provide prompt, efficient, friendly service while helping customers with transactions, answering questions, and solving problems with confidence and care. You will identify opportunities to support customers' financial goals through referrals and conversations that build trust and deepen relationships. Your Impact Support customers with everyday banking needs Open, close, service and support all PointBank accounts and products Promote and refer banking solutions that help customers reach their goals Maintain accurate records in our CRM and support branch sales initiatives Conduct outbound phone calls to grow the branch Process commercial and consumer transactions with accuracy and compliance Why PointBank PointBank is not just a workplace. It is a place where people grow, learn, and build careers that matter. We believe in community, integrity, and service. We believe in you. At our new Frisco branch, you will help write the next chapter of a bank that has been trusted for generations. Ready to Grow With Us? If you are driven, friendly, detail oriented, and excited to help launch a new branch in one of the fastest growing cities in Texas, we want to meet you. The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Recruiter at 940-686-7087. PointBank is an Equal Opportunity Employer of minorities, women, veterans and disabled.