Bilingual Sr Personal Banker

First National Bank Texas•San Antonio, FL

About The Position

Under direct supervision, the Bilingual Sr Personal Banker provides exceptional customer service in a high-volume sales environment, handling cash receipts and payments and following established bank policies and supervisor direction. The role evaluates new and existing customer relationships to recommend bank products and services, meets monthly new-account production goals assigned by upper management, and may prospect customers in store aisles. The banker provides services to a diverse customer base, including a large Spanish-speaking population. The position processes deposits, cash transactions, wires, and other banking services accurately and in accordance with bank procedures. It requires regular, punctual attendance, flexibility as schedules may change based on business needs, and the ability to work in a busy, stressful, and noisy environment. Approval limits are based on established authority levels.

Requirements

  • Six months of accountable cash handling or transaction management in a retail or customer service environment.
  • Successful completion of the FCBI Step Program for internal employees.
  • Ability to work effectively with coworkers in a team environment.
  • Ability to work a flexible schedule, including evenings, weekends, and holidays; schedules may change based on business needs.
  • High school diploma, high school equivalency, or current attendance at high school.
  • At least 18 years of age.
  • Must successfully pass a background investigation according to company policy.
  • Bilingual in English and Spanish.

Responsibilities

  • Provide exceptional customer service while receiving and paying cash in a high-volume sales environment.
  • Follow bank policies and supervisor direction.
  • Evaluate relationships with new and existing account holders to offer bank products and services.
  • Meet monthly new-account production goals assigned by upper management.
  • Participate in active sales efforts, 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 checks and verify identification to guard against counterfeit items.
  • Enter transactions into the 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 Spanish-speaking customers.
  • Maintain regular, predictable, and punctual attendance.
  • Perform other bank-related tasks requested by supervisors.
  • Follow established approval authority limits.
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