Personal Banker

First National Bank Texas•Richardson, TX

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, including handling cash and evaluating customer relationships to recommend banking products and services. The role serves a diverse customer base, including a large Spanish-speaking population, and follows bank policies and supervisory direction. Monthly new-account production goals are assigned by upper management. The position may involve in-store aisle prospecting, and approval limits are based on established authority levels. The work environment may be high-volume, stressful, and noisy. The role requires standing or walking for extended periods depending on branch location. Schedules are based on business needs and may change at any time. The position involves operating a computer and other office machinery and lifting up to 50 pounds.

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

Nice To Haves

Six months of work experience in a retail or customer service environment is preferred.

Responsibilities

Provide customer service, including receiving and paying cash.
Evaluate new and existing customer relationships and recommend bank products and services.
Follow established bank policies and supervisor direction.
Meet assigned monthly new-account production goals.
Participate in sales activities, which may include in-store aisle prospecting.
Process deposits and disburse 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 accepting counterfeit currency or checks and invalid 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 bank services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks requested by supervisors.
Maintain regular, predictable attendance and punctuality.
Observe established approval authority limits.