Personal Banker

First National Bank Texas•Phoenix, AZ

22d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, including handling cash receipts and payments. The role evaluates new and existing customer relationships and recommends bank products and services to support customers’ financial success. It follows established bank policies and supervisor direction, and is accountable for achieving monthly new-account production goals assigned by upper management. The role may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The Personal Banker processes deposits and disbursements, verifies cash and checks, checks endorsements, guards against counterfeit currency and identification, enters transactions into the computer, issues receipts, 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; cross-sells bank products and services; and performs other related tasks requested by supervisors. Regular, punctual attendance is expected, and 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.

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 get along with co-workers and work effectively 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 exceptional customer service while handling cash receipts and payments 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 monthly new-account production goals assigned by upper management.
Participate in an active sales environment, 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 counterfeit items or 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 attendance and punctuality.