Personal Banker

First National Bank Texas•Casa Grande, AZ

25d

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 Personal Banker follows established bank policies and supervisory direction and is accountable for achieving assigned monthly new-account production goals. The position may involve prospecting in store aisles and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits, payments, and other banking transactions accurately; verifies cash, checks, amounts, and endorsements; guards against counterfeit checks and identification; enters transactions into a computer; and issues receipts. Additional services include selling and preparing money orders, cashier’s checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances. The Personal Banker cross-sells bank products and services, follows established approval limits, and performs other related tasks requested by supervisors. Regular and predictable attendance and punctuality are required.

Requirements

Be at least 18 years of age.
Have a high school diploma, 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 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 lbs.

Nice To Haves

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

Responsibilities

Provide exceptional customer service, including receipt and payment of cash, in a high-volume sales environment.
Evaluate new and existing customer relationships and recommend bank products and services.
Follow established bank policies and supervisory direction.
Meet assigned monthly new-account production goals.
Participate in sales activities, 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 endorsements.
Examine cash and identification carefully to guard against counterfeit items.
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, predictable attendance and punctuality.