Personal Banker

First National Bank Texas•San Antonio, TX

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, meets monthly new-account production goals assigned by upper management, and may prospect in store aisles. The position also serves a diverse customer base, including a large Spanish-speaking population. The work environment may be high-volume, stressful, and noisy. The role requires regular and predictable attendance and punctuality. Schedules are based on business needs, may change at any time, and must accommodate evenings, weekends, and holidays.

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 operate a computer and other office machinery.
Must be able to lift up to 50 pounds.
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.

Nice To Haves

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

Responsibilities

Provide customer service, including receiving and paying cash.
Evaluate customer relationships and recommend bank products and services.
Follow bank policies and supervisor direction.
Meet assigned monthly new-account production goals.
Participate in sales activities, which may include in-store aisle prospecting.
Process deposits and payments, 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 services to a diverse customer base, including Spanish-speaking customers.
Perform other bank-related tasks requested by supervisors.
Maintain regular, predictable attendance and punctuality.
Follow established approval limits based on assigned authority levels.