Personal Banker

First National Bank Texas•Quinlan, TX

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment while 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, works toward monthly new-account production goals assigned by upper management, and may prospect in store aisles. The position processes deposits and withdrawals, records transactions accurately, balances daily operations, verifies cash and check deposits and endorsements, and examines cash and identification to help detect counterfeit items. The banker enters transactions into a computer, issues receipts, prepares money orders, cashier’s checks, bank-to-bank wires and certificates of deposit, processes Western Union wires and cash advances, and cross-sells bank products and services. The role serves a diverse customer base, including a large Spanish-speaking population, and performs other related tasks requested by supervisors. Regular, predictable attendance and punctuality are required. Approval limits are based on established authority levels. The work may require extended periods of standing or walking, depending on branch location, and takes place in a high-volume, stressful and noisy environment. Schedules are based on business needs and may change at any time. The role requires operating a computer and other office machinery and the ability to lift up to 50 pounds.

Requirements

Be at least 18 years of age.
Have a high school diploma, high school equivalency, or currently be 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 in a team environment.
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 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 monthly new-account production goals assigned by upper management.
Participate in an active sales environment, which may include in-store aisle prospecting.
Process deposits and pay out funds according to bank procedures; accurately record transactions and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check for endorsements.
Examine cash and identification to guard against counterfeit checks and identification.
Enter transactions into a 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 bank services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks requested by supervisors.
Maintain regular and predictable attendance and punctuality.