Personal Banker

First National Bank Texas•Dallas, 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 banking products and services to support customers’ financial success. The Personal Banker follows established bank policies and supervisor direction, works toward monthly new-account production goals, and may prospect customers in store aisles. The position serves a diverse customer base, including a large Spanish-speaking population. The role processes deposits, cash payments, wires, and other banking transactions accurately; verifies cash and checks; safeguards against counterfeit items and identification; enters transactions into a computer; 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 services and products. Additional duties may be assigned by supervisors. Regular, predictable attendance and punctuality are expected, and transaction approval limits follow established authority levels. The position may require extended periods of standing or walking, and work in a high-volume, stressful, and noisy environment. Schedules are based on business needs and may change. The role requires operating a computer and other office machinery and lifting 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.
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.

Responsibilities

Provide exceptional customer service, including receiving and paying cash, in a high-volume sales environment.
Evaluate new and existing customer relationships and recommend products and services to support customers’ financial success.
Follow bank policies and supervisor direction.
Meet assigned monthly new-account production goals.
Participate in active sales activities, which may include in-store aisle prospecting.
Process deposits and disburse 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 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 banking services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related duties requested by supervisors.
Maintain regular, predictable attendance and punctuality.