Personal Banker I

Lone Star National Bank•Weslaco, TX

27d•Onsite

About The Position

The Personal Banker supports customers with routine banking needs, including opening accounts and processing transactions, while ensuring documentation and regulatory requirements are completed accurately. The role emphasizes operational execution, compliance, service quality, and a positive customer experience. The Personal Banker applies sound judgment within established guidelines and supports branch operations through consistent, accurate banking activity. The position may involve cross-training in other departments and rotating between banking centers as needed. It reports to the Banking Center Manager and does not oversee other positions. Employees must attend required training and comply with applicable banking laws, regulations, and bank policies. Punctuality and regular attendance are essential. Telecommuting and working from home are not permitted.

Requirements

High school diploma or GED.
One year of financial services industry experience.
Bilingual proficiency in English and Spanish.
Ability to work flexible hours Monday through Friday and on a rotating Saturday schedule, as business needs dictate.
Ability to retain and apply detailed procedural and regulatory information.
Strong attention to detail, accuracy, and accountability.
Ability to learn and adapt to new information, procedures, and technology platforms.
Proficiency with personal computers and Microsoft Office applications, including Word, Excel, and Outlook.
Compliance with mandatory training and applicable federal and state banking laws, regulations, and bank policies.

Nice To Haves

Bachelor’s degree in business, marketing, or a related field.
Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP.

Responsibilities

Create a welcoming environment and communicate professionally and effectively with customers and team members.
Deliver high-quality customer service and use critical thinking and problem-solving to identify or resolve customers’ financial needs.
Complete account documentation, disclosures, and regulatory requirements, including BSA and CIP requirements, accurately and in accordance with policy.
Follow internal controls, security, audit, risk-control, and loss-prevention standards; report suspicious or unusual customer activity in accordance with bank policy.
Open all types of new accounts and credit cards, process transactions, and cross-sell bank products and services, including self-service banking solutions.
Contribute to banking center and individual sales and referral goals by referring customers with complex needs to bank business partners.
Assist the teller line as needed to maintain service flow.
Participate in job-specific and other bank training programs and maintain current knowledge of applicable laws, regulations, policies, and procedures.
Perform other related duties as assigned, including cross-training and rotating between banking centers as needed.
Meet attendance expectations, including being ready to work at the start of each workday and notifying management of absences or tardiness.
Employees are encouraged to volunteer for bank-sponsored, civic, charitable, and community events and to participate in the communities served.