Personal Banker

CLASSIC BANK N A • Rosebud, TX

3d • Onsite

About The Position

The Personal Banker is responsible for providing professional and courteous service to customers across all channels, including in-branch, online, email, mail, and phone. This role involves proactively engaging customers in financial conversations, introducing products and services, and assisting with various account-related tasks such as opening and closing deposit accounts, IRAs, safe deposit boxes, processing wire transfers, issuing debit cards, and supporting online and mobile banking. The Personal Banker also performs traditional teller functions, handles currency management, and ensures compliance with all bank policies, procedures, laws, and regulations. They are expected to maintain a positive work environment and support other branches and the bank as needed.

Requirements

• Knowledge of the Internet and Microsoft software, including Excel, Word, and Outlook
• Detail oriented with strong organizational skills and sound judgment
• Excellent communication skills to include listening, speaking, and writing in all situations
• Ability to discern and effectively manage difficult or emotional customer situations; responding promptly to customer needs, while soliciting customer feedback to improve service
• Ability to inspire the trust of others, while working confidentially, ethically, respectfully, and with integrity, regardless of cultural differences
• Knowledge of safety and security procedures, reporting potentially unsafe conditions quickly
• High school diploma or general education degree (GED)

Nice To Haves

• Customer Service experience
• Teller experience
• Previous banking experience

Responsibilities

• Consistently demonstrates professionalism and genuine courtesy behaviors with every customer interaction
• Conducts themselves in a professional manner that fosters a positive work environment
• Actively participates in one on ones with management and in group meetings
• Supports all areas of the branch, other branches and the bank when needed
• Assists customer needs in all channels including the teller line, branch lobby, online, email, by mail and by phone
• Takes ownership of and helps resolve all customer issues and complaints
• Proactively engages customers in comprehensive financial conversations and introduces products and services to meet their needs
• Assists customers in opening deposit accounts, safe deposit boxes and IRAs according to company procedures
• Responsible for closing accounts, initiating wire transfer requests, issuing and replacing debit cards, ordering checks, assisting with fraud disputes, helping customers with online and mobile banking and various other account maintenance requests
• Timely clears any account exceptions
• Performs bank teller functions including cashing checks, making deposits and withdrawals, accepting loan payments, processing night drop and mail deposits, handling commercial currency exchanges and issuing cashier’s checks, money orders and temporary checks
• Assists with ordering branch currency, processing branch currency shipments and balancing vaults, devices, coin machines and teller drawers
• Follows all bank policies and procedures and complies with all applicable laws and regulations
• Opens and closes bank branch according to security procedures
• Other duties and responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees