Bilingual Sr Personal Banker

First National Bank Texas•Quinlan, TX

About The Position

Under direct supervision, the Bilingual Sr Personal Banker provides exceptional customer service in a high-volume sales environment, including receiving and paying cash. The role follows established bank policies and supervisor direction, evaluates customer relationships to offer products and services, and is accountable for monthly new-account production assigned by upper management. It serves a diverse customer base, including a large Spanish-speaking population, and requires regular, predictable attendance and punctuality. The position involves processing deposits and payments, accurately recording transactions and balancing daily operations, verifying cash and checks, and conducting other banking transactions. The banker also participates in active sales activities that may include prospecting in store aisles, cross-sells bank products and services, and performs other bank-related tasks requested by supervisors. Approval limits are based on established authority levels. The role may require extended periods of standing or walking, and work in a high-volume, stressful, noisy environment. Schedules are based on business needs and may change at any time. The position requires operating a computer and other office machinery and lifting up to 50 pounds.

Requirements

  • Six months of accountable cash handling or transaction management in a retail or customer service environment.
  • Must be bilingual in English and Spanish.
  • High school diploma, high school equivalency, or currently attending high school.
  • At least 18 years of age.
  • Must successfully pass a background investigation according to company policy.
  • Must be able to work effectively with coworkers in a team environment.
  • Must be able to work a flexible schedule, including evenings, weekends, and holidays.
  • Internal employees must successfully complete the FCBI Step Program.

Responsibilities

  • Provide exceptional customer service while receiving and paying cash in a high-volume sales environment.
  • Follow established bank policies and supervisor direction.
  • Evaluate new and existing customer relationships to offer bank products and services.
  • Meet monthly new-account production goals assigned by upper management.
  • Participate in an active sales environment, 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 carefully to guard against accepting 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 banking services to a diverse customer base, including a large Spanish-speaking population.
  • Maintain regular, predictable attendance and punctuality.
  • Perform other tasks requested by supervisors that relate to the bank and its functions.
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