Personal Banker

First National Bank Texas•Plano, 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, while following established bank policies and supervisor direction. The Personal Banker is accountable for achieving monthly new-account production assigned by upper management and may participate in in-store aisle prospecting. The position processes deposits and payments, verifies cash and checks, checks endorsements and identification, enters transactions into a computer, 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. The role serves a diverse customer base, including a large Spanish-speaking population, and performs other related tasks as requested by supervisors. Regular, predictable attendance and punctuality are required. Approval limits are based on established authority levels. The job may require extended periods of standing or walking, depending on branch location, and work in a high-volume, stressful, and noisy environment. Schedules are based on business needs and may change at any time. The employee operates a computer and other office machinery and must be able 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 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 preferred.

Responsibilities

Provide exceptional customer service, including 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.
Achieve assigned monthly new-account production goals.
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 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.