Personal Banker

First National Bank Texas•Houston, 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 achieving monthly new-account production goals assigned by upper management. The role may include in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The position processes deposits and payouts, verifies cash and checks, checks endorsements and identification, enters transactions into a computer, issues receipts, and balances daily operations. It also involves selling and preparing money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit, processing Western Union wires and cash advances, and cross-selling bank products and services. The employee performs other related tasks requested by supervisors and maintains regular, punctual attendance. Approval limits are based on established authority levels. The work may require standing or walking for extended periods, working in a high-volume, stressful, and noisy environment, operating a computer and other office machinery, and lifting up to 50 pounds. Schedules are based on 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 work effectively with coworkers in a team environment.

Nice To Haves

Six months of work experience in a retail or customer service environment is 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 monthly new-account production goals assigned by upper management.
Participate in an active sales environment, 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 identification to guard against counterfeit checks and identification.
Enter transactions into a 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 bank-related tasks requested by supervisors.
Maintain regular and predictable attendance and punctuality.