Personal Banker

First National Bank Texas•Forney, TX

21d

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. The Personal Banker follows established bank policies and supervisory direction and is accountable for monthly new-account production goals assigned by upper management. The role 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, accurately records transactions, and balances daily operations. Duties include verifying cash and check amounts and endorsements; examining cash to guard against counterfeit items and identification; entering transactions and issuing receipts; selling and preparing money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit; processing Western Union wires and cash advances; and cross-selling bank products and services. The position also involves other related tasks requested by supervisors, regular and predictable attendance, and adherence to established approval limits. The role requires standing or walking for extended periods depending on branch location and working 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

Be at least 18 years of age.
Have a high school diploma, high school equivalency, or be currently attending high school.
Be able to work a flexible schedule, including evenings, weekends, and holidays.
Successfully pass a background investigation according to company policy.
Be able to get along with co-workers and work effectively in a team environment.
Be able to stand or walk for extended periods, depending on branch location.
Be able to work in a high-volume, stressful, and noisy environment.
Be able to operate a computer and other office machinery.
Be able to lift up to 50 pounds.

Nice To Haves

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

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 supervisory direction.
Meet monthly new-account production goals assigned by upper management.
Participate in active sales activities, which may include in-store aisle prospecting.
Process deposits and payouts, accurately record transactions, and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check endorsements.
Examine cash carefully to guard against counterfeit items 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.
Observe established approval limits.