Personal Banker I - Floater

Frost•Katy, TX

About The Position

The Personal Banker I serves as a first point of contact for customers and provides coverage across personal banking and teller services while meeting consumer banking performance standards. The role focuses on building trusted customer relationships, understanding customer needs, and providing advice and support throughout their financial journey. The position provides teller transactions and account services in accordance with bank policies and procedures. It also involves managing risk, protecting customers’ money, and staying current on applicable banking information, policies, laws, regulations, and Bank Secrecy Act requirements through training.

Requirements

  • Exceptional customer service skills.
  • Proficiency in Microsoft applications.
  • Excellent written and verbal communication skills.
  • Availability Monday through Friday, 7:45 a.m.–6:15 p.m., with rotating Saturdays, 8:45 a.m.–1:15 p.m.

Nice To Haves

  • Cash-handling experience.
  • College hours.
  • Experience dealing with fraud and protecting customers’ money, and building trust so clients feel comfortable and safe.

Responsibilities

  • Provide coverage in personal banking and teller services while meeting consumer banking performance standards.
  • Educate and advise customers on deposits and loans, and support service or account-maintenance issues.
  • Use sound judgment and act with integrity in customer interactions.
  • Provide teller services, including deposits, payments, and check cashing, in compliance with bank policies and procedures.
  • Maintain appropriate cash on hand and prepare daily settlement of teller cash and proof transactions.
  • Manage risk and actively practice loss prevention.
  • Attend teller and personal banking training to stay current on information and applicable policies, laws, regulations, and Bank Secrecy Act policies.
  • Develop relationships with clients and serve as their point of contact.
  • Provide advice and guidance to help customers along their financial journey.
  • Act using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Long-term disability insurance
  • Life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Health and wellness programs, including an Employee Assistance Program
  • Referral bonus program
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