Personal Banker II
About The Position
The Personal Banker II is based at the Marble Falls Banking Center and serves as a trusted resource for customers managing everyday banking needs and making financial decisions. The role helps customers open and maintain accounts, complete transactions, understand banking solutions, and build a confident relationship with Rio Bank. It offers the opportunity to build on banking experience and strengthen customer service and relationship-building skills within a community-focused organization that values accuracy, teamwork, and personal service. The position works with customers and colleagues to support branch operations and deliver accurate, dependable service. Success includes creating positive customer experiences, building trust through helpful conversations and follow-through, completing transactions and documentation accurately, and contributing to a collaborative team environment. The work schedule is Monday through Friday, 7:45 a.m. to 6:15 p.m., with hours varying.
Requirements
- High school diploma or GED.
- At least one year of customer service, sales, or banking experience, preferably in a financial institution.
- At least one year of cash handling experience, preferably in a financial institution.
- Strong communication, interpersonal, and customer service skills.
- Strong attention to detail, problem-solving skills, and organizational abilities.
- Ability to work effectively in a team environment and manage multiple priorities.
- Ability to make sound decisions under pressure while maintaining professionalism.
Nice To Haves
- Some college coursework or additional banking-related training.
- Knowledge of banking rules, regulations, products, and services.
- Bilingual abilities to support a diverse customer base.
Responsibilities
- Build customer relationships by identifying financial needs and recommending appropriate banking products and services.
- Open and maintain consumer and business deposit accounts, including checking, savings, certificates of deposit, and related account services.
- Accurately process retail and commercial transactions, including deposits, withdrawals, transfers, payments, and check cashing.
- Educate customers on digital banking tools, account features, and available services.
- Maintain accurate documentation and follow applicable banking regulations, security procedures, and internal policies.
- Resolve routine customer questions and concerns professionally, escalating matters when appropriate.
- Partner with team members and other departments to support branch goals and provide consistent service.
- Maintain reliability, punctuality, and professionalism in daily responsibilities.
- Prepare for customer appointments, review account needs, assist customers at the banking center, and support branch operations.
- Create a welcoming customer experience, build trust through follow-through, and contribute to smooth banking center operations.
Benefits
- Paid time off and paid holidays.
- Medical, dental, and vision insurance.
- 401(k) plan with company match.
- Ongoing training and opportunities to grow your career.
- A supportive, team-oriented work environment.
- Opportunities to give back through community involvement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
