Personal Banker Floater

CITIZENS NATIONAL BANK•Rockdale, TX

2d•Onsite

About The Position

The Personal Banker Floater serves in a dual-purpose role, fulfilling responsibilities of both a Teller and a New Accounts Representative. The position provides customer service and a broad range of banking services, including deposit transactions, new account openings, account maintenance, and routine teller functions, while following bank policies and procedures. The role supports branch coverage during all branch hours, including some Saturdays, and assists the management team with business development initiatives. The employee may be required to work at any branch within the Cameron, Rockdale, Giddings, and Brenham region as needed.

Requirements

At least one year of cash handling and/or banking experience.
A natural desire to help others and build lasting relationships with clients and teammates.
Awareness of the responsibility involved in recommending products or services, handling fraud concerns, and helping clients with their finances.
Availability to work Saturdays depending on business needs.
Willingness to travel to different organizational locations within the region.
Self-directed, takes initiative, anticipates issues, and prioritizes work effectively.
Able to work independently in a stressful environment, with a strong sense of urgency and motivation to take on challenges.
Proficient with Microsoft Office, Word, and Outlook.
Strong follow-through and ability to prioritize tasks and projects.
Able to maintain confidentiality and demonstrate respect and professionalism.
Excellent interpersonal, consultative, influencing, and problem-solving skills.
Excellent verbal and written communication skills.
Ability to work well with a team.

Nice To Haves

Experience with Fiserv Precision and Integrated Teller.
Two or more years of banking experience.
Knowledge of state and federal banking regulations.

Responsibilities

Provide prompt, efficient, and friendly service to clients in person, by phone, and by email.
Open new deposit accounts for personal and non-personal entities and maintain existing deposit accounts.
Cross-sell bank products and services, and educate clients and prospects about digital services and self-service options.
Issue debit cards, order checks, and set up internet banking access.
Resolve account problems or discrepancies and answer client questions, including researching transactions, while meeting compliance and policy standards.
Process wires and debit card disputes and work with clients on Regulation E claims.
Maintain a strong working knowledge of bank products and services.
Assist clients with deposits, withdrawals, and transfers.
Participate in branch balancing and assist with branch auditing.
Promote, prepare, and sell bank-related products and services, including debit cards, eStatements, checking accounts, and certificates of deposit.
Maintain dual control and bank logs and checklists for branch operations, including vault and night deposit access, mail deposits, outgoing wires, cashier’s checks, counterchecks, key box contents, disputes, teller over/short, cash transactions over $3,000, coin machine and ATM balancing, and cash and coin transactions with Frost/Fed/TIB.
Follow compliance reporting procedures for CTRs, SARs, and other reports; adhere to policies, procedures, and regulatory requirements; and stay current on compliance and security training.
Balance and audit the ATM.
Support branch coverage at locations within the Cameron, Rockdale, Giddings, and Brenham region, including Saturdays as business needs require.
Assist the management team with business development initiatives.
Perform additional duties as assigned.