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 achieving monthly new-account production goals 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, guards against counterfeit items and identification, enters transactions into a computer, 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 and predictable attendance and punctuality are required; 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED