Personal Banker

First National Bank Texas•Waco, TX

11d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service while handling cash in a high-volume sales environment. The role evaluates new and existing customer relationships and recommends bank products and services that support customers’ financial success. The Personal Banker is accountable for monthly new-account production assigned by upper management and may prospect in store aisles. The role serves a diverse customer base, including a large Spanish-speaking population, and follows established bank policies and supervisory direction. Approval limits are based on established authority levels.

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.
Ability to work effectively with coworkers and as part of a team.

Nice To Haves

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

Responsibilities

Provide customer service and handle cash receipts and payments.
Evaluate customer relationships and recommend banking products and services.
Meet assigned monthly new-account production goals and participate in sales activities, including possible in-store aisle prospecting.
Follow bank policies and supervisory direction.
Process deposits and cash payouts, 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 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 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.