Personal Banker Floater

Lone Star National Bank•McAllen, TX

About The Position

The Personal Banker Floater is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results. The Personal Banker Floater makes a positive impact in the lives of our customers by building strong relationships and learning about their financial needs. The Personal Banker Floater will establish all types of accounts and take credit applications from our customers. The Personal Banker Floater possess a strong passion to succeed and engages with prospects to develop new business and deepen the relationship of our existing customers while delivering exceptional quality service. Personal Bankers devote much of the day to building long term relationships with customers in person and by phone. Floaters may be moved from branch to branch within their assigned region to provide coverage, as needed. ESSENTIAL DUTIES The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary. In addition, incumbent may be required to rotate between banking centers, as needed. Provides a welcoming environment and communicate professionally and effectively with customers and other members of the team. Displays passion for serving others and consistently executes exceptional quality service Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross- selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.) Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth or Treasury management Maintains current knowledge and adheres to all new account’s compliance rules/regulations and internal audit controls related to banking center lobby operations Participates in job specific trainings and other various Bank training programs, as necessary Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Requirements

High School Diploma or GED
(1) year of cash handling experience
(1) year of Banking experience
Ability to learn and adapt to new information and technology platforms
Experience using personal computers, Microsoft Word, Excel and Outlook
Bilingual in English and Spanish, required
Must be able to work flexible hours as scheduled Monday through Friday, and Saturday rotation (hours will fluctuate as business needs dictate)

Nice To Haves

Bachelor’s degree in business, marketing or related field, preferred
An equivalent amount of experience in sales, marketing or operations may substitute the degree preference
Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred

Responsibilities

Provides a welcoming environment and communicate professionally and effectively with customers and other members of the team.
Displays passion for serving others and consistently executes exceptional quality service
Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers
Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross- selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth or Treasury management
Maintains current knowledge and adheres to all new account’s compliance rules/regulations and internal audit controls related to banking center lobby operations
Participates in job specific trainings and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML