Senior Personal Banker

First National Bank Texas•Midland, TX

About The Position

Under direct supervision, the Senior Personal Banker provides exceptional customer service in a high-volume sales environment while receiving and paying cash. The role follows established bank policies and supervisor direction, evaluates relationships with new and existing account holders to offer products and services, and is accountable for monthly new-account production assigned by upper management. The position may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The banker processes deposits and fund disbursements according to bank procedures, accurately records transactions, and balances daily operations. Duties include verifying cash and checks, checking endorsements and identifying possible counterfeit items, entering transactions into a computer, issuing receipts, and selling or preparing money orders, cashier’s checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances. The role also includes cross-selling bank products and services, maintaining regular and punctual attendance, and performing other related tasks requested by supervisors. Approval limits are based on established authority levels. The position 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.
  • Six months of accountable cash handling or transaction management in a retail or customer service environment.
  • Successful completion of the FNBT Step Program for internal employees.
  • Ability to get along with coworkers and work effectively in a team environment.
  • Ability to work a flexible schedule, including evenings, weekends, and holidays.
  • Successful completion of a background investigation according to company policy.
  • 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.

Responsibilities

  • Provide customer service while receiving and paying cash in a high-volume sales environment.
  • Follow established bank policies and supervisor direction.
  • Evaluate new and existing customer relationships and offer bank products and services.
  • Meet monthly new-account production goals assigned by upper management.
  • Participate in active sales activities, including possible 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 checks to guard against accepting counterfeit items and examine 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 services to a diverse customer base, including a large Spanish-speaking population.
  • Maintain regular, predictable, and punctual attendance.
  • Perform other bank-related tasks requested by supervisors.
  • Observe established approval authority limits.
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