Personal Banker

First National Bank Texas•Plano, TX

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, handling cash receipts and payments while evaluating new and existing customer relationships and recommending banking products and services. The role is accountable for achieving monthly new-account production goals assigned by upper management and may involve prospecting in store aisles. The Personal Banker follows bank policies and supervisor direction, accurately processes transactions, and balances daily operations. The position also serves a diverse customer base, including a large Spanish-speaking population. Approval limits are based on established authority levels. Regular, predictable attendance and punctuality are required; 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 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 while receiving and paying cash.
Evaluate new and existing customer relationships and recommend bank products and services.
Follow established bank policies and supervisor direction.
Achieve monthly new-account production goals assigned by upper management.
Participate in sales activities, which may include in-store aisle prospecting.
Process deposits and payments in accordance with bank procedures, accurately record transactions, and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check endorsements.
Examine cash and identification to guard against counterfeit checks and fraudulent 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 services and products.
Provide banking services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks as requested by supervisors.
Maintain regular, predictable attendance and punctuality.