Personal Banker

First National Bank Texas•Bedford, TX

14d

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 banker follows established bank policies and supervisory direction and is accountable for monthly new-account production assigned by upper management. The position may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits and cash withdrawals, accurately records transactions, balances daily operations, verifies cash and check deposits and endorsements, and examines cash and identification to guard against counterfeit items. It also involves entering transactions into a computer, issuing receipts, preparing and selling money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit, processing Western Union wires and cash advances, and cross-selling bank services and products. The employee performs other related tasks requested by supervisors and is expected to maintain regular, punctual attendance. Approval limits are based on established authority levels. The position may require standing or walking for extended periods, depending on branch location, and working in a high-volume, stressful, noisy environment. Schedules are based on business needs and may change at any time. The employee operates a computer and other office machinery and must be able to lift up to 50 pounds.

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 co-workers and as part of a team.
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 operate a computer and other office machinery.
Ability 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 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 items.
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 tasks related to the bank and its functions as requested by supervisors.
Maintain regular, predictable attendance and punctuality.