Personal Banker

First National Bank Texas•Bellmead, TX

11d

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 achieving monthly new-account production goals assigned by upper management. The position participates in an active sales environment that may include prospecting in store aisles. It processes deposits and payouts, accurately records transactions, and balances daily operations. The Personal Banker also handles cash, checks, money orders, cashier’s checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances; cross-sells bank services and products; and serves a diverse customer base, including a large Spanish-speaking population. Other related tasks may be assigned by supervisors. Regular, predictable attendance and punctuality are required; approval limits are based on established authority levels. The role 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 position requires operating a computer and other office machinery and the ability to lift 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 get along with co-workers and work effectively 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 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 goals assigned by upper management.
Participate in an active sales environment, which may include in-store aisle prospecting.
Process deposits and payouts, record transactions accurately, and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check endorsements.
Examine cash carefully to guard against accepting 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 and predictable attendance and punctuality.