Personal Banker

First National Bank Texas•Tempe, AZ

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service while handling cash and working in a high-volume sales environment. 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 monthly new-account production goals assigned by upper management. The position processes deposits, withdrawals, payments, wires, and other banking transactions accurately; verifies cash, checks, endorsements, and identification; and balances daily operations. It also involves selling and preparing money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit, as well as processing Western Union wires and cash advances. The banker cross-sells bank products and services and serves a diverse customer base, including a large Spanish-speaking population. Schedules are based on business needs and may change. Regular, predictable attendance and punctuality are required.

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 coworkers 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 out 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 prospecting in store aisles.
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 banking services to a diverse customer base, including a large Spanish-speaking population.
Perform other tasks requested by supervisors that relate to the bank and its functions.
Maintain regular, predictable attendance and punctuality.