Personal Banker

First National Bank Texas•Victoria, TX

15d

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 banking products and services to support customers’ financial success. It also serves a diverse customer base, including a large Spanish-speaking population. The Personal Banker follows established bank policies and supervisor direction, meets assigned monthly new-account production goals, and participates in active sales activities that may include prospecting in store aisles. The position requires regular, predictable attendance and punctuality. Approval limits are based on established authority levels. Schedules are set according to 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 coworkers and work effectively in a team 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.
Achieve assigned monthly new-account production goals.
Participate in sales activities, 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 carefully to guard against counterfeit checks and 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 tasks requested by supervisors related to the bank and its functions.
Maintain regular, predictable attendance and punctuality.