Personal Banker

First National Bank Texas•Copperas Cove, TX

13d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, handling cash transactions and evaluating new and existing customer relationships to recommend products and services that support customers’ financial success. The role follows bank policies and supervisor direction and is accountable for achieving 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 Personal Banker processes deposits, cash payments, and other banking transactions accurately, balances daily operations, and sells or prepares financial products and services. The role requires regular, punctual attendance and may involve schedules that change according to business needs. Approval limits follow established authority levels.

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.
Must be able to stand or walk for extended periods, depending on branch location.
Must be able to work in a high-volume, stressful, and noisy environment.
Must be able to operate a computer and other office machinery.
Must be able to lift up to 50 pounds.

Nice To Haves

Six months of work experience in a retail or customer service environment 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.
Achieve assigned monthly new-account production goals.
Participate in an active sales environment, including possible 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 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 bank services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks requested by supervisors.
Maintain regular, predictable, and punctual attendance.