Bilingual Personal Banker

First National Bank Texas•Dallas, TX

About The Position

Under direct supervision, the Bilingual Personal Banker provides exceptional customer service in a high-volume sales environment, including receiving and paying cash. The role evaluates new and existing customer relationships to offer bank products and services, follows bank policies and supervisor direction, and is accountable for achieving assigned monthly new-account production goals. The position may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The banker processes deposits and payments, accurately records transactions, and balances daily operations. Duties include verifying cash and checks, checking endorsements, guarding against counterfeit checks and identification, entering transactions into a computer, and issuing 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 products and services. Regular, predictable attendance and punctuality are required. Approval limits are determined by established authority levels. The position requires standing or walking for extended periods depending on branch location, working in a high-volume, stressful, and noisy environment, operating a computer and other office machinery, and lifting up to 50 pounds. Schedules are based on business needs and may change at any time.

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 and as part of a team.
  • 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.

Responsibilities

  • Provide exceptional customer service while receiving and paying cash in a high-volume sales environment.
  • Evaluate new and existing customer relationships and offer bank products and services.
  • Follow established bank policies and supervisor direction.
  • Meet assigned monthly new-account production goals.
  • Participate in an active sales environment, which may include in-store aisle prospecting.
  • Process deposits and pay out funds in accordance with bank procedures.
  • Accurately record transactions and balance daily operations.
  • Receive cash and checks for deposit, verify amounts, and check for endorsements.
  • Examine cash carefully to guard against counterfeit checks and 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.
  • Perform other tasks requested by supervisors as they relate to the bank and its functions.
  • Maintain regular and predictable attendance and punctuality.
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