Personal Banker

First National Bank Texas•Round Rock, TX

36d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, handling cash receipts and payments and evaluating new and existing customer relationships to recommend products and services that support customers’ financial success. The role follows established bank policies and supervisor direction and is accountable for monthly new-account production assigned by upper management. It also involves active sales, which may include prospecting in store aisles, and serving a diverse customer base, including a large Spanish-speaking population. The Personal Banker processes deposits and withdrawals, verifies cash and checks, enters transactions into a computer, issues receipts, and balances daily operations. The role also sells and prepares money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit, and processes Western Union wires and cash advances. Employees are expected to attend work regularly and punctually, follow applicable approval limits, and perform other bank-related tasks assigned by supervisors. The position 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 role requires operating a computer and other office machinery and lifting up to 50 pounds.

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 work effectively with coworkers in a team environment.
Ability to operate a computer and other office machinery.
Ability to lift up to 50 pounds.
Ability to stand or walk for extended periods, depending on branch location.
Ability to work in a high-volume, stressful, and noisy environment.

Nice To Haves

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

Responsibilities

Provide exceptional customer service while handling cash receipts and payments.
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, including possible 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 carefully 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, predictable attendance and punctuality.
Work within established approval authority limits.