Personal Banker

First National Bank Texas•Batesville, AR

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 and is accountable for monthly new-account production assigned by upper management. The position may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits and payments, verifies cash and checks, checks endorsements and identification, enters transactions, 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. Additional duties may be assigned by supervisors. Regular, predictable attendance and punctuality are required, and approval limits are based on established authority levels. The position requires standing or walking for extended periods depending on branch location, working in a high-volume, stressful, and noisy environment, operating a computer and other office machinery, and lifting up to 50 pounds. Schedules are based on business needs and may change at any time.

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.
  • Successfully pass a background investigation according to company policy.
  • Able to get along with co-workers 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.

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.
  • Meet assigned monthly new-account production goals.
  • Participate in an active sales environment that 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 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 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.
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