Personal Banker

First National Bank Texas•Midlothian, TX

11d

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 banking products and services to support customers’ financial success. The Personal Banker follows established bank policies and supervisor direction and is accountable for achieving assigned monthly new-account production goals. The position involves processing deposits and payments, accurately recording transactions, balancing daily operations, and preparing a range of financial services. It also includes cross-selling products, participating in active sales and possible in-store aisle prospecting, and serving 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.

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 get along with co-workers and work effectively 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 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 supervisor direction.
Meet assigned monthly new-account production goals.
Participate in an active sales environment, which may include in-store aisle prospecting.
Process deposits and pay out funds 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 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 services and products.
Provide 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.