Senior Personal Banker

First National Bank Texas•Sherman, TX

About The Position

Under direct supervision, the Senior Personal Banker provides exceptional customer service in a high-volume sales environment while handling cash receipts and payments. The role evaluates new and existing customer relationships to offer bank products and services, supports monthly new-account production goals, and follows bank policies and supervisor direction. The position serves a diverse customer base, including a large Spanish-speaking population. Approval limits are based on established authority levels. Schedules are prepared according to 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.
  • Internal employees must successfully complete the FNBT Step Program.
  • Ability to get along with coworkers and work effectively in a team environment.
  • Ability to work a flexible schedule, including evenings, weekends, and holidays.
  • Must successfully pass 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.
  • Follow established bank policies and supervisor direction.
  • Evaluate new and existing customer relationships and offer bank products and services.
  • Meet assigned monthly new-account production goals.
  • Participate in an active sales environment, which may include 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 for endorsements.
  • Examine cash and identification to guard against counterfeit checks and invalid 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 services and products.
  • Provide bank services to a diverse customer base, including a large Spanish-speaking population.
  • Maintain regular, predictable attendance and punctuality.
  • Perform other tasks requested by supervisors related to the bank and its functions.
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