Personal Banker

First National Bank Texas • Belton, TX

18d

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. The banker follows established bank policies and supervisor direction and is accountable for monthly new-account production goals assigned by upper management. The position may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. Approval limits are based on established authority levels. Regular and predictable attendance and punctuality are required.

Requirements

• Be at least 18 years of age.
• Have a high school diploma, high school equivalency, or be currently attending high school.
• Be able to work a flexible schedule, including evenings, weekends, and holidays.
• Successfully pass a background investigation according to company policy.
• Be able to work effectively with coworkers in a team environment.
• Maintain regular, predictable attendance and punctuality.

Nice To Haves

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

Responsibilities

• Provide customer service, including receiving and paying cash.
• Evaluate new and existing customer relationships and recommend suitable 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 carefully and guard against accepting counterfeit checks or 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 banking services to a diverse customer base, including a large Spanish-speaking population.
• Perform other bank-related tasks requested by supervisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED