Personal Banker

First National Bank Texas•Chandler, AZ

18d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service while receiving and paying cash in a high-volume sales environment. 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 goals assigned by upper management. The position may involve prospecting in store aisles and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits and withdrawals, verifies cash and checks, records transactions accurately, balances daily operations, and uses a computer to enter transactions and issue receipts. It also includes selling and preparing money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit; processing Western Union wires and cash advances; and cross-selling bank services and products. Regular, predictable attendance and punctuality are required. Approval limits are based on established authority levels. The position may involve extended periods of standing or walking, a high-volume, stressful, and noisy environment, changing schedules based on business needs, operating computers 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 get along with co-workers and work effectively 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 is preferred.

Responsibilities

Provide exceptional customer service while 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 monthly new-account production goals assigned by upper management.
Participate in an active sales environment, which may include in-store aisle prospecting.
Process deposits and pay out funds in accordance with bank procedures; accurately record transactions and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check for endorsements.
Examine cash carefully to guard against counterfeit currency, 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 tasks requested by supervisors related to the bank and its functions.
Maintain regular, predictable attendance and punctuality.
Work within approval limits based on established authority levels.