Personal Banker

First National Bank Texas•Little Rock, AR

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, including receiving and paying cash. The role evaluates new and existing customer relationships and recommends bank products and services to support customers’ financial success. It follows established bank policies and supervisor direction and is accountable for monthly new-account production goals assigned by upper management. The position may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The Personal Banker processes deposits and withdrawals, verifies cash and checks, checks endorsements and identification, enters transactions into a computer, issues receipts, and balances daily operations. The role also prepares and sells money orders, cashier’s checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances; cross-sells bank products and services; and performs related tasks requested by supervisors. Regular, predictable attendance and punctuality are expected. Approval limits are determined by established authority levels. The position requires extended periods of standing or walking depending on branch location and the ability to work in a high-volume, stressful, and noisy environment. Schedules are based on business needs and may change at any time. The employee operates a computer and other office machinery and must be able to 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.
  • Ability to stand or walk for extended periods, depending on branch location.
  • Ability to work in a high-volume, stressful, and noisy environment.
  • Ability to operate a computer and other office machinery.
  • Ability to lift up to 50 pounds.

Nice To Haves

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

Responsibilities

  • Provide customer service, including receiving and paying cash, in a high-volume sales environment.
  • Evaluate customer relationships and recommend bank products and services.
  • Follow bank policies and supervisor direction.
  • Meet monthly new-account production goals assigned by upper management.
  • 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 and verify cash and checks for deposit, including checking endorsements.
  • Examine cash and identification to guard against counterfeit checks and identification.
  • Enter transactions into a 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 and predictable attendance and punctuality.
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