Personal Banker

First National Bank Texas•Dallas, 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 bank products and services to support customers’ financial success. The Personal Banker follows established bank policies and supervisor direction, and is accountable for assigned monthly new-account production goals. The position may involve prospecting in store aisles and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits and payments, verifies cash and checks, checks endorsements and identification, and enters transactions accurately into the computer. It also involves selling and preparing money orders, cashier’s checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances. Regular, predictable attendance and punctuality are expected. Approval limits are based on established authority levels. Schedules are based on business needs and may change at any time.

Requirements

Must be 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 work effectively with co-workers in a team environment.
Ability to operate a computer and other office machinery.
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 lift up to 50 pounds.

Nice To Haves

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

Responsibilities

Provide exceptional customer service while 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 supervisor direction.
Meet assigned monthly new-account production goals.
Participate in sales activities, which may include prospecting in store aisles.
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 for endorsements.
Examine cash and identification to guard against counterfeit checks and 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 tasks requested by supervisors relating to the bank and its functions.
Maintain regular, predictable attendance and punctuality.