Personal Banker

First National Bank Texas•Azle, TX

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service while handling cash in a high-volume sales environment. The role evaluates new and existing customer relationships and recommends bank products and services to support customers’ financial success. It is accountable for meeting monthly new-account production goals assigned by upper management and may include prospecting in store aisles. The position also provides banking services to a diverse customer base, including a large Spanish-speaking population. The Personal Banker follows established bank policies and supervisor direction, processes customer transactions accurately, and balances daily operations. Schedules are based on business needs and may change at any time. Regular, predictable attendance and punctuality are required.

Requirements

At least 18 years of age.
High school diploma, high school equivalency, or currently attending high school.
Able to work a flexible schedule, including evenings, weekends, and holidays.
Must successfully pass a background investigation according to company policy.
Able to get along with co-workers and work effectively in a team environment.
Able to stand or walk for extended periods, depending on branch location.
Able to work in a high-volume, stressful, and noisy environment.
Able to operate a computer and other office machinery.
Able to lift up to 50 lbs.

Nice To Haves

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

Responsibilities

Provide customer service while receiving and paying out cash.
Evaluate new and existing customer relationships and recommend appropriate bank products and services.
Follow established bank policies and supervisor direction.
Meet assigned monthly new-account production goals.
Participate in an active sales environment, including in-store aisle prospecting when required.
Process deposits and disburse funds according to bank procedures; record transactions accurately and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check for endorsements.
Examine cash and identification 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 products and services.
Serve 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 limits.