Senior Personal Banker

First National Bank Texas•San Antonio, TX

About The Position

Under direct supervision, the Senior Personal Banker provides exceptional customer service while handling cash in a high-volume sales environment. The role evaluates relationships with new and existing account holders to offer relevant bank products and services and is accountable for meeting monthly new-account production goals assigned by upper management. The position serves a diverse customer base, including a large Spanish-speaking population, and follows bank policies and supervisor direction. The role involves regular and predictable attendance and punctuality. Schedules are based on business needs and may change at any time. Approval limits are based on established authority levels. The employee may also perform other tasks requested by supervisors that relate to the bank and its functions.

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 experience 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.
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 prospecting in store aisles.
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 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 bank services to a diverse customer base, including a large Spanish-speaking population.
Maintain regular and predictable attendance and punctuality.
Perform other bank-related tasks requested by supervisors.