Personal Banker

First National Bank Texas•Glendale, AZ

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. It follows established bank policies and supervisor direction, and is accountable for meeting monthly new-account production targets assigned by upper management. The position handles deposits, withdrawals, and other financial transactions; verifies cash, checks, endorsements, and identification; enters transactions into a computer; and balances daily operations. It also prepares and sells 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 and serves a diverse customer base, including a large Spanish-speaking population. Regular, punctual attendance and other duties related to bank operations are expected. The role may involve in-store aisle prospecting. Schedules are based on business needs and may change at any time. The work may require standing or walking for extended periods, working in a high-volume, stressful, noisy environment, operating a computer and other office machinery, and lifting up to 50 pounds. 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.
Must be able to work effectively with coworkers in a team environment.
Must be able to stand or walk for extended periods, depending on branch location.
Must be able to work in a high-volume, stressful, and noisy environment.
Must be able to operate a computer and other office machinery.
Must be able to lift up to 50 pounds.

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 targets 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 checks and invalid 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.