Personal Banker

First National Bank Texas•Mesa, AZ

10d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service while handling cash in a high-volume sales environment. 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 achieving 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 payments, verifies cash and checks, checks endorsements and identification, enters transactions into the 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 services and products. Additional duties may be assigned by supervisors. Regular, predictable attendance and punctuality are required, and approval limits are determined by established authority levels. The position 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

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 co-workers 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.

Responsibilities

Provide exceptional customer service while receiving and paying cash in a high-volume sales environment.
Evaluate new and existing customer relationships and recommend products and services to support customers’ financial success.
Follow established bank policies and supervisor direction.
Achieve 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; record transactions accurately and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check for endorsements.
Examine cash and identification to guard against counterfeit items and invalid 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, predictable attendance and punctuality.