Personal Banker

First National Bank Texas•Tyler, TX

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 products and services to support customers’ financial success. It involves accurately processing deposits and payments, balancing daily operations, handling various financial transactions, and meeting assigned monthly new-account production goals. The Personal Banker follows bank policies and supervisory direction, participates in active sales efforts that may include in-store aisle prospecting, and serves a diverse customer base, including a large Spanish-speaking population. Regular, predictable attendance and punctuality are expected. Approval limits are determined by established authority levels.

Requirements

At least 18 years of age.
High school diploma, high school equivalency, or currently attending high school.
Ability to work a flexible schedule, including evenings, weekends, and holidays.
Successfully pass a background investigation according to company policy.
Ability to get along with coworkers 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 lbs.

Nice To Haves

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

Responsibilities

Provide customer service, including receiving and paying cash, in a high-volume sales environment.
Evaluate new and existing customer relationships and recommend bank products and services.
Follow established bank policies and the supervisor’s direction.
Meet assigned monthly new-account production goals.
Participate in active sales efforts, which may include in-store aisle prospecting.
Process deposits and pay out 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 checks carefully to guard against counterfeit items, and examine 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 services to a diverse customer base, including a large Spanish-speaking population.
Perform other tasks requested by supervisors as they relate to the bank and its functions.
Maintain regular, predictable attendance and punctuality.