Bilingual Personal Banker

First National Bank Texas•Portland, TX

About The Position

Under direct supervision, the Bilingual Personal Banker provides exceptional customer service in a high-volume, sales-oriented environment, including receiving and paying cash. The role evaluates relationships with new and existing account holders to offer relevant bank products and services, follows established bank policies and supervisory direction, and is accountable for achieving assigned monthly new-account production goals. The position serves a diverse customer base, including a large Spanish-speaking population, and may involve in-store aisle prospecting. The banker processes deposits and payments, verifies cash and checks, reviews endorsements and identification, records transactions accurately, balances daily operations, enters transactions into a computer, and issues receipts. The role also sells and prepares money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit; processes Western Union wires and cash advances; and cross-sells bank services and products. Regular, predictable attendance and punctuality are required. Approval limits are governed by established authority levels, and supervisors may assign other tasks related to the bank and its functions.

Requirements

  • At least 18 years of age.
  • High school diploma, high school equivalency, or currently attending high school.
  • Ability to communicate clearly and professionally in both Spanish and English.
  • Must be able to work a flexible schedule, including evenings, weekends, and holidays.
  • Must successfully pass a background investigation according to company policy.
  • Must be able to work effectively with coworkers in a team environment.
  • Ability to stand or walk for extended periods, depending on branch location.
  • Ability to work in a high-volume, stressful, and noisy environment.
  • Ability to operate a computer and other office machinery.
  • Ability to lift up to 50 pounds.

Nice To Haves

  • Six months of work experience in a retail or customer service environment is preferred.

Responsibilities

  • Provide exceptional customer service while receiving and paying cash in a high-volume sales environment.
  • Evaluate new and existing customer relationships to offer bank products and services.
  • Follow established bank policies and supervisory direction.
  • Meet assigned monthly new-account production goals.
  • Participate in sales activities, which may include in-store aisle prospecting.
  • Process deposits and pay out funds according to bank procedures; accurately record transactions and balance daily operations.
  • Receive cash and checks for deposit, verify amounts, and check endorsements.
  • Examine cash and identification to guard against accepting counterfeit currency or fraudulent identification.
  • Enter transactions into a computer and issue customer receipts.
  • Sell and prepare money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit.
  • Process Western Union wires and cash advances.
  • Cross-sell bank services and products.
  • Provide bank services to a diverse customer base, including a large Spanish-speaking population.
  • Maintain regular, predictable attendance and punctuality.
  • Perform other bank-related tasks as requested by supervisors.
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