Personal Banker

First National Bank Texas•Roanoke, 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. The Personal Banker follows established bank policies and supervisor direction, meets monthly new-account production goals assigned by upper management, and participates in active sales activities that may include prospecting in store aisles. The role processes deposits and disburses funds according to bank procedures, accurately records transactions, and balances daily operations. Duties include verifying cash and check deposits and endorsements, checking cash and identification for authenticity, entering transactions into the computer, and issuing receipts. The Personal Banker also sells and prepares money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit; processes Western Union wires and cash advances; and cross-sells bank products and services. The position serves a diverse customer base, including a large Spanish-speaking population, and may perform other bank-related tasks requested by supervisors. Regular, punctual attendance is expected, and approval limits are determined by established authority levels. The work may require extended periods of standing or walking, depending on branch location, and takes place in a high-volume, stressful, and 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 successfully pass a background investigation according to company policy.
Must be able to work effectively with co-workers in a team environment.
Must be able to work a flexible schedule, including evenings, weekends, and holidays.
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.

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, potentially including in-store aisle prospecting.
Process deposits and disburse 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 checks and fraudulent 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.