Personal Banker

First National Bank Texas•Huntsville, TX

13d

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. It also supports a diverse customer base, including a large Spanish-speaking population. The position processes deposits, withdrawals, and other transactions accurately in accordance with bank procedures, verifies cash and checks, and balances daily operations. The Personal Banker promotes and prepares banking services and products, meets monthly new-account production goals assigned by upper management, and may prospect in store aisles. The role follows established bank policies and supervisory direction, maintains regular and punctual attendance, and performs other related duties as requested. Approval limits are determined by established authority levels. The work may involve extended periods of standing or walking in a high-volume, stressful, and noisy environment. 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 co-workers and work effectively 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 lbs.

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.
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 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 carefully 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 banking services to a diverse customer base, including a large Spanish-speaking population.
Follow established bank policies and supervisory direction.
Maintain regular, predictable, and punctual attendance.
Perform other tasks requested by supervisors that relate to the bank and its functions.