Personal Banker

First National Bank Texas•DeSoto, TX

12h

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service while handling cash in a high-volume sales environment. 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, works toward monthly new-account production goals set by upper management, and participates in an active sales environment that may include in-store aisle prospecting. The position processes deposits and payments, verifies cash and checks, safeguards against counterfeit checks and identification, records transactions accurately, and balances daily operations. It also involves entering transactions into a computer, issuing receipts, preparing and selling financial instruments and services, cross-selling bank products, and serving a diverse customer base, including a large Spanish-speaking population. The role requires regular, punctual attendance and may include other bank-related tasks requested by supervisors. Approval limits are based on established authority levels. The work may require extended periods of standing or walking, and the employee must be able to work in a high-volume, stressful, noisy environment. Schedules are based on business needs and may change at any time. The role also requires operating a computer and other office machinery and lifting up to 50 pounds.

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.
Be able to stand or walk for extended periods, depending on branch location.
Be able to work in a high-volume, stressful, and noisy environment.
Be able to operate a computer and other office machinery.
Be able to lift up to 50 pounds.

Nice To Haves

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

Responsibilities

Provide exceptional customer service while handling 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 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 endorsements.
Examine cash and identification carefully to guard against counterfeit items and fraudulent 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 punctual attendance.