Personal Banker (Floater) - Bee Cave, TX

TRB Bank•Bee Cave, TX

1d•Onsite

About The Position

The Personal Banker plays a dual role within the banking center by providing both Teller and New Account services. Providing high quality customer service and a positive banking experience for all customers is essential in this role. The Personal Banker is responsible for opening and closing personal and commercial accounts, maintenance of accounts, processing teller transactions, which includes cashing checks, receiving and processing deposits, withdrawals, transfers, balancing teller cash drawer, answering phones, safe deposit entry, answering customer questions, resolving related account problems, and providing other assistance as requested. This position involves a high level of interaction with customers and employees and requires an ability to communicate effectively. Additionally, accurate and timely processing of transactions and requests in accordance with established teller policies and procedures is essential.

Requirements

High School Diploma or GED.
At least one year of banking experience working in new accounts, as a teller, or in lending.
At least six (6) months of cash handling experience.
Strong customer relations and interpersonal skills.
Ability to type, use a computer efficiently, and use a 10-key calculator.
Proficiency with Microsoft Office Suite.
Ability to handle large quantities of currency while maintaining accuracy.
Good problem-solving skills.
Solid decision-making skills.
Effective communication skills.
Ability to prioritize and organize work activities.
Mental concentration for handling frequent interruptions and working in a fast-paced environment.
Ability to work flexible hours as scheduled, Monday through Saturday.
Ability to work at any of the bank’s locations as needed.
Must be able to be physically present in the Bank to perform job duties.

Nice To Haves

Excellent communication, analysis, observation and decision-making skills.
Ability to work in high-pressure situations and a stressful atmosphere while remaining composed.

Responsibilities

Opening and closing personal and commercial accounts.
Maintenance of accounts.
Processing teller transactions, including cashing checks, receiving and processing deposits, withdrawals, and transfers.
Balancing teller cash drawer.
Answering phones.
Safe deposit entry.
Answering customer questions and resolving related account problems.
Providing other assistance as requested.
Being well versed in the Bank’s available products and services.
Opening and closing accounts in the Business Process Manger software (personal and business checking, savings, IRAs, and Certificates of Deposit).
Discussing new account documentation with customers.
Ordering checks and debit cards.
Preparing documentation for new accounts under the Bank’s CIP/BSA policies.
Following up on requests from clients and loan officers in a timely manner.
Depositing funds received from customers and obtaining receipts.
Executing wire transfers.
Providing information to current and prospective customers regarding interest rates, account charges, and other pertinent account information.
Operating and maintaining a cash drawer.
Processing deposits, withdrawals, transfers, loan payments and cash checks.
Maintaining accurate details of each transaction.
Preparing daily general ledger entries.
Performing vault functions, as necessary.
Assisting with daily balancing of coin machine.
Assisting existing & potential customers with product and service inquiries.
Balancing teller drawer, daily.
Verifying accuracy of posted transactions.
Promoting and cross-selling the Bank’s products and services.
Making a concentrated effort to solve customer problems.
Promoting and maintaining positive relations with all contacts, customers, and potential customers.
Complying with all department and company policies and procedures.
Supporting and promoting the Bank’s Vision, Mission, Core Values, organizational structure, policies, and procedures.
Complying with federal and state regulations as well as all established Bank policies and procedures.
Other duties as assigned.