Personal Banker

First National Bank Texas•Granbury, TX

12d

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. It follows established bank policies and supervisor direction, and is accountable for achieving monthly new-account production assigned by upper management. The position participates in active sales, which may include in-store aisle prospecting, and provides services to a diverse customer base, including a large Spanish-speaking population. The Personal Banker processes deposits and payments, accurately records transactions, balances daily operations, verifies cash and checks, and examines items and identification for potential counterfeits. The role enters transactions into a computer, issues receipts, prepares and sells various banking products and services, cross-sells bank offerings, and performs other related tasks requested by supervisors. Regular, predictable attendance and punctuality are required. Approval limits are based on established authority levels. The role requires standing or walking for extended periods depending on branch location, 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.
Able to work a flexible schedule, including evenings, weekends, and holidays.
Must successfully pass a background investigation according to company policy.
Ability to work effectively with coworkers in a team environment.
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, including 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 active sales activities, which may include in-store aisle prospecting.
Process deposits and pay out funds in accordance with bank procedures; record transactions accurately and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check for endorsements.
Examine cash and identification to guard against counterfeit items or 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, predictable attendance and punctuality.