Personal Banker

First National Bank Texas•Chandler, AZ

18d

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 bank policies and supervisor direction and is accountable for 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 role processes deposits and payments, verifies cash and check amounts and endorsements, examines cash and identification for possible fraud, enters transactions into the computer, issues receipts, and balances daily operations. It also prepares and sells money orders, cashier's checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances; cross-sells bank products and services; and performs related tasks requested by supervisors. Regular, punctual, and predictable attendance is required. Approval limits are based on established authority levels. The work may require 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

Be at least 18 years of age.
Have a high school diploma or 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 and as part of a team.
Be able to stand or walk for extended periods, depending on branch location.
Be able to work in a high-volume, stressful, and noisy environment.
Be able to operate a computer and other office machinery.
Be able to lift up to 50 pounds.

Nice To Haves

Six months of work experience in a retail or customer service environment.

Responsibilities

Provide 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 bank policies and supervisor direction.
Meet monthly new-account production goals assigned by upper management.
Participate in sales activities, which may include in-store aisle prospecting.
Process deposits and payments, 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 currency, 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 banking services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks requested by supervisors.
Maintain regular, predictable, and punctual attendance.