Personal Banker

First National Bank Texas•Tucson, AZ

13d

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 supervisor direction, and is accountable for monthly new-account production assigned by upper management. The position may include in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits and withdrawals, verifies cash and checks, examines identification and cash for signs of counterfeiting, records transactions, issues receipts, and balances daily operations. It also sells and 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. Other bank-related tasks may be assigned by supervisors. Regular, predictable attendance and punctuality are required. Approval limits are based on established authority levels. The work may involve standing or walking for extended periods, a high-volume, stressful, and noisy environment, and operating a computer and other office machinery. Schedules are based on business needs and may change at any time. The employee must be able to lift up to 50 pounds and work a flexible schedule that includes evenings, weekends, and holidays.

Requirements

At least 18 years of age.
High school diploma, high school equivalency, or currently attending high school.
Must successfully pass a background investigation according to company policy.
Must be able to work effectively with coworkers in a team environment.
Must be able to work a flexible schedule, including evenings, weekends, and holidays.
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.
Ability to operate a computer and other office machinery.

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 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 endorsements.
Examine cash and identification to guard against counterfeit items and fraudulent 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 bank 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 and predictable attendance and punctuality.