Personal Banker

First National Bank Texas•Plainview, 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. The banker follows established policies and supervisory direction, and is accountable for monthly new-account production goals assigned by upper management. The position may involve prospecting in store aisles and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits and payments, verifies cash and checks, checks endorsements, guards against counterfeit currency and identification, records transactions in the computer, issues receipts, and balances daily operations. It also involves 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 banker performs other bank-related tasks requested by supervisors, maintains regular and predictable attendance and punctuality, and works within established approval limits. The work may require standing or walking for extended periods, operating a computer and other office machinery, and lifting up to 50 pounds. The environment may be high-volume, stressful, and noisy. Schedules are based on business needs and may change at any time.

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 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, including 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 disburse 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 checks and identification.
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 products and services.
Provide banking 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.
Work within established approval authority limits.