Personal Banker

First National Bank Texas•Lewisville, TX

14d

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 position follows established bank policies and supervisor direction and is accountable for monthly new-account production goals assigned by upper management. It includes active sales work that may involve prospecting in store aisles and serving a diverse customer base, including a large Spanish-speaking population. The Personal Banker processes deposits and payments, verifies cash and checks, checks endorsements, guards against counterfeit currency and checks and identification, enters transactions into a computer, issues receipts, and balances daily operations. The role 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. Other duties may be assigned by supervisors. Regular, predictable attendance and punctuality are required; approval limits are based on established authority levels. The position may require standing or walking for extended periods, depending on branch location, and working in a high-volume, stressful, noisy environment. Schedules are based on business needs and may change. 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.
Able to work a flexible schedule, including evenings, weekends, and holidays.
Must successfully pass a background investigation according to company policy.
Able to get along with coworkers and work effectively in a team environment.
Able to stand or walk for extended periods, depending on branch location.
Able to work in a high-volume, stressful, and noisy environment.
Able to operate a computer and other office machinery.
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, including receiving and paying cash.
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 prospecting in store aisles.
Process deposits and payments in accordance with bank procedures, record transactions accurately, and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check endorsements.
Examine cash and checks and identification to guard against counterfeit items and fraud.
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 tasks requested by supervisors related to the bank and its functions.
Maintain regular, predictable attendance and punctuality.