Personal Banker

CLASSIC BANK N A•Cameron, TX

12d•Onsite

About The Position

The Personal Banker supports customers across branch and digital channels, providing courteous and professional service and helping resolve customer requests and complaints. The role discusses customers’ financial needs and introduces relevant bank products and services. It handles deposit accounts, safe deposit boxes, IRAs, account maintenance, teller transactions, and branch cash operations, while following bank procedures, security requirements, and applicable laws and regulations. The position is full-time, hourly, and non-exempt, with assignments at various locations.

Requirements

High school diploma or general education degree (GED).
Knowledge of the Internet and Microsoft software, including Excel, Word, and Outlook.
Detail-oriented, with strong organizational skills and sound judgment.
Excellent listening, speaking, and writing skills.
Ability to manage difficult or emotional customer situations effectively, respond promptly to customer needs, and solicit feedback to improve service.
Ability to work confidentially, ethically, respectfully, and with integrity, and to inspire trust across cultural differences.
Knowledge of safety and security procedures and ability to report potentially unsafe conditions quickly.

Nice To Haves

Customer service experience.
Teller experience.
Previous banking experience.

Responsibilities

Demonstrate professionalism and courtesy in customer interactions and contribute to a positive work environment.
Participate in one-on-one meetings with management and group meetings.
Support the home branch, other branches, and the bank as needed.
Assist customers through teller-line, lobby, online, email, mail, and phone channels.
Take ownership of customer issues and complaints and help resolve them.
Engage customers in financial conversations and introduce products and services to meet their needs.
Open deposit accounts, safe deposit boxes, and IRAs according to company procedures.
Close accounts; initiate wire transfer requests; issue and replace debit cards; order checks; assist with fraud disputes; help customers use online and mobile banking; and handle other account maintenance requests.
Clear account exceptions promptly.
Perform teller functions, including check cashing, deposits and withdrawals, loan payments, night-drop and mail deposits, commercial currency exchanges, and issuance of cashier’s checks, money orders, and temporary checks.
Order branch currency, process currency shipments, and balance vaults, devices, coin machines, and teller drawers.
Follow bank policies and procedures and comply with applicable laws and regulations.
Open and close the branch according to security procedures.
Perform other duties and responsibilities as assigned.