Personal Banker

First National Bank Texas•Belton, TX

18d

About The Position

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. It is accountable for achieving monthly new-account production goals assigned by upper management and may involve prospecting in store aisles. The position serves a diverse customer base, including a large Spanish-speaking population, and follows established bank policies and supervisory direction. The Personal Banker processes deposits and withdrawals, verifies cash and checks, checks endorsements and identification, enters transactions into a computer, and balances daily operations. The role also prepares and sells money orders, cashier’s checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances. Regular and predictable attendance and punctuality are required. Approval limits are based on established authority levels. Schedules are based on business needs and may change at any time.

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 operate a computer and other office machinery.
Must be able to lift up to 50 lbs.
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.

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.
Meet monthly new-account production goals assigned by upper management.
Participate in active sales activities, which may include in-store aisle prospecting.
Follow established bank policies and supervisory direction.
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 endorsements.
Examine cash and identification to guard against counterfeit items and fraudulent 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 banking 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.