Personal Banker

First National Bank Texas•Kerrville, TX

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment while receiving and paying cash. The role evaluates new and existing customer relationships and recommends bank products and services to support customers’ financial success. The employee 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. 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 get along with coworkers and work effectively in a team environment.
  • Must be able to stand or walk for extended periods, depending on branch location.
  • Must be able to work in a high-volume, stressful, and noisy environment.
  • Must be able to operate a computer and other office machinery.
  • Must be able 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 exceptional customer service while receiving and paying 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, which may include in-store aisle prospecting.
  • Process deposits and pay out funds in accordance with bank procedures; accurately record transactions and balance daily operations.
  • Receive cash and checks for deposit, verify amounts, and check for 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 products and services.
  • Provide bank services to a diverse customer base, including a large Spanish-speaking population.
  • Perform other bank-related tasks requested by supervisors.
  • Maintain regular, predictable attendance and punctuality.
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