Personal Banker

First National Bank Texas•Paris, TX

22d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service while handling cash in a high-volume, sales-oriented environment. The role evaluates new and existing customer relationships and recommends bank products and services to support customers’ financial success. The Personal Banker follows established bank policies and supervisor direction, works toward monthly new-account production goals, and may prospect customers in store aisles. The role serves a diverse customer base, including a large Spanish-speaking population, and performs other bank-related duties as requested by supervisors. The Personal Banker processes deposits and payments, verifies cash and checks, reviews endorsements, guards against counterfeit currency and checks and identification, enters transactions into the computer, issues receipts, and balances daily operations. The role also sells and prepares money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit; processes Western Union wires and cash advances; and cross-sells bank products and services. Approval authority is subject to established limits. The position requires regular and predictable attendance and punctuality. Schedules are based on business needs and may change at any time. The employee may need to stand or walk for extended periods, work in a high-volume, stressful, noisy environment, operate a computer and other office machinery, and lift up to 50 pounds.

Requirements

At least 18 years of age.
High school diploma, high school equivalency, or currently attending high school.
Must be able to work a flexible schedule, including evenings, weekends, and holidays.
Must successfully pass a background investigation according to company policy.
Must be able to work effectively with coworkers in a team environment.

Nice To Haves

Six months of work experience in a retail or customer service environment is preferred.

Responsibilities

Provide exceptional customer service while receiving and paying cash in a high-volume sales environment.
Evaluate new and existing customer relationships and recommend bank products and services.
Follow established bank policies and supervisor direction.
Meet assigned monthly new-account production goals.
Participate in sales activities, which may include in-store aisle prospecting.
Process deposits and pay out funds according to bank procedures; accurately record transactions and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check endorsements.
Examine cash and identification carefully to guard against counterfeit items and fraud.
Enter transactions into the computer and issue customer receipts.
Sell and prepare money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit.
Process Western Union wires and cash advances.
Cross-sell bank services and products.
Provide bank services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks requested by supervisors.
Maintain regular, predictable attendance and punctuality.