Senior Personal Banker

First National Bank Texas•Quinlan, TX

5d•Onsite

About The Position

The Senior Personal Banker provides exceptional customer service, involving the receipt and payment of cash, within a high-volume, sales-oriented environment. This role requires adherence to established bank policies and supervisor's directions. Key responsibilities include evaluating customer relationships to offer bank products and services, achieving monthly new account production goals, and actively participating in sales activities, potentially including in-store aisle prospecting. The position also involves processing various financial transactions accurately, examining cash and checks for authenticity, and cross-selling bank services to a diverse customer base, including a significant Spanish-speaking population. Approval limits are based on established authority levels.

Requirements

At least 18 years of age
High school diploma, high school equivalency or currently attending high school
Six months of accountable cash handling/transaction management in a retail or customer service environment
Successful completion of the FNBT Step Program for internal employees
Must be able to get along with co-workers and work effectively in a team environment
Must be able to work a flexible schedule including evenings, weekends, and holidays
Must successfully pass background investigation according to company policy

Responsibilities

Provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment
Follow the established policies in accordance with the bank and the supervisor's direction
Evaluate customer relationships, new and existing account holders, to offer bank products and services
Accountable for the personal achievement of monthly new account production as assigned by upper management
Participate in an active sales environment that may require in-store aisle prospecting
Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
Receive cash and checks for deposit, verify amounts, and look for check endorsements
Examine cash carefully to guard against acceptance of counterfeit checks and identification
Enter transactions into 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
Regular and predictable attendance and punctuality
Perform other tasks requested by supervisors as they relate to the bank and its functions