Personal Banker

First National Bank Texas•Quinlan, TX

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 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 payouts, verifies cash and checks, checks endorsements, guards against counterfeit checks and identification, enters transactions into a 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. Other duties related to the bank may be assigned by supervisors. Regular, predictable attendance and punctuality are required. Approval limits are based on established authority levels. The position requires standing or walking for extended periods depending on branch location, working in a high-volume, stressful, and noisy environment, operating a computer and other office machinery, and lifting up to 50 pounds. Schedules are based on business needs and may change at any time.

Requirements

At least 18 years of age.
High school diploma, high school equivalency, or currently attending high school.
Must successfully pass a background investigation according to company policy.
Must be able to work effectively with coworkers in a team environment.
Must be able to work a flexible schedule, including evenings, weekends, and holidays.
Able to stand or walk for extended periods, depending on branch location.
Able to work in a high-volume, stressful, and noisy environment.
Able to operate a computer and other office machinery.
Able 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 exceptional customer service while receiving and paying cash in a high-volume sales environment.
Evaluate new and existing customer relationships and recommend appropriate bank products and services.
Follow established bank policies and supervisor direction.
Meet monthly new-account production goals assigned by upper management.
Participate in an active sales environment that 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 fraudulent 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.