Personal Banker

CLASSIC BANK N A•Liberty Hill, TX

12d•Onsite

About The Position

The Personal Banker supports customers across branch and digital service channels, handles customer account needs and transactions, and helps connect customers with products and services suited to their needs. The role supports the branch and other bank locations as needed, follows bank procedures and applicable regulations, and performs branch security and cash-management tasks. The position is full-time, hourly, and non-exempt. The job description lists the Liberty Hill Branch in Liberty Hill, Texas, and also notes various locations.

Requirements

High school diploma or GED.
Knowledge of the Internet and Microsoft software, including Excel, Word, and Outlook.
Detail-oriented, with strong organizational skills and sound judgment.
Excellent listening, speaking, and writing skills.
Ability to manage difficult or emotional customer situations effectively, respond promptly to customer needs, and solicit feedback to improve service.
Ability to build trust and work confidentially, ethically, respectfully, and with integrity across cultural differences.
Knowledge of safety and security procedures and ability to report potentially unsafe conditions promptly.

Nice To Haves

Customer service experience.
Teller experience.
Previous banking experience.

Responsibilities

Demonstrate professionalism and genuine courtesy in every customer interaction and contribute to a positive work environment.
Participate in one-on-one meetings with management and group meetings.
Support all areas of the branch, other branches, and the bank as needed.
Assist customers through teller-line, lobby, online, email, mail, and phone channels.
Take ownership of customer issues and complaints and help resolve them.
Engage customers in financial conversations and introduce relevant products and services.
Open deposit accounts, safe deposit boxes, and IRAs in accordance with company procedures.
Close accounts; initiate wire transfer requests; issue and replace debit cards; order checks; assist with fraud disputes and online/mobile banking; and handle other account maintenance requests.
Clear account exceptions in a timely manner.
Perform teller functions, including cashing checks; processing deposits, withdrawals, loan payments, night drops, and mail deposits; handling commercial currency exchanges; and issuing cashier’s checks, money orders, and temporary checks.
Order branch currency, process currency shipments, and balance vaults, devices, coin machines, and teller drawers.
Follow bank policies and procedures and comply with applicable laws and regulations.
Open and close the branch according to security procedures.
Perform other assigned duties and responsibilities.