Personal Banker I

FIRSTBANK SOUTHWEST • Amarillo, TX

12d • Onsite

About The Position

The Personal Banker I will open various deposit accounts; input, close and fund consumer loans, as well as serve as the Banks primary contact.

Requirements

• High School Diploma/GED and 3 years' experience in banking
• General computer skills
• Microsoft Office, specifically Word and Excel
• Treat all customers and fellow employees with respect
• Exceed customer expectations
• Meet customer needs
• Conduct interactions with honest, ethical, and strong moral principles
• Perform at the highest level
• Take responsibility for actions
• Do what is expected
• Lead by example
• Work as a team
• Efficiently share information in a collaborating and proactive manner
• Pay attention to detail
• Solve problems
• Make sound decisions
• Manage time effectively
• Prioritize effectively
• Perform multiple tasks simultaneously
• Show up for work and be on time
• Comply with all laws and regulations
• Complete all required training

Responsibilities

• Recognizes and discovers financial needs of customers and works to find the best solutions for each.
• Develops and maintains positive long term relationships with customers.
• Listens to and resolves customer complaints. If needed, escalates to branch manager or Personal Banker II.
• Prepares new IRA’s, transfers, rollovers, conversions, death claims, contributions, and distributions of IRA’s.
• Processes deposits, withdrawals, and cash flow at a teller window as needed.
• Opens checking, savings, money market and certificates of deposit accounts.
• Orders check and ATM/Debit cards and provides starter checks for new accounts.
• Displays knowledge and proficiency in explaining, selling, and administering products.
• Analyzes customer information to identify opportunities for growth and expansion of services. Identifies cross-selling and referral opportunities.
• Understands required documents to open consumer and business accounts.
• Maintains knowledge of consumer and business ownership types.
• Assists customers with card disputes, fraudulent activity, and stop payment processes.
• Backs up the teller area when needed.
• Originates, processes, and closes consumer loans.
• Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process).
• Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position.
• Other duties as assigned.

Benefits

• Medical, Rx, Dental, and Vision insurance
• HSA, FSA, and Limited FSA
• Employer paid and voluntary Life Insurance/AD&D
• Short-Term Disability
• Long-Term Disability
• Accident/Hospital Indemnity/Critical Illness voluntary plans
• Identify Theft Protection
• 401k with employer match
• Vacation, Sick Leave, and Holiday pay
• Tuition Reimbursement
• Gym membership discounts
• Annual payrate increases
• Incentive based bonuses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees