Personal Banker

Legend Bank Na; Bonham (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

Legend Bank in Bonham, TX is seeking an Experienced Personal Banker to greet customers, assist with opening new accounts, and promote banking products. You will explain disclosures and ensure regulatory compliance while delivering accurate and attentive service.

The role emphasizes sales through cross-selling and building customer relationships, with opportunities for notary services and account maintenance support as needed.

Qualifications

• One (1) year customer service and/or sales experience, preferably in a bank or related products.
• High school education or equivalent required.

Responsibilities

• Greet customers and non-customers as they enter the bank.
• Assist customers in opening new accounts and explain products and services to help their choice.
• Follow procedures to avoid fraud and assist with compliance disclosures.

Skills

Customer service

Sales experience

Education

High school diploma or equivalent

Job description

Job DetailsLevel: ExperiencedJob Location: Bonham - TXPosition Type: Full TimeJob Category: BankingPRIMARY FUNCTION

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Greet customers and non-customers as they enter the bank.
• Assist customers in opening new DDA, traditional Savings, and Certificates of Deposit (CDs) by explaining our products and services to help customer in making their choice. Communicate disclosure requirements and regulations to customers in accordance with regulatory guidelines; provide disclosures and brochures as needed.
• Follow procedures to avoid fraud. Determine eligibility of new accounts and whether to place holds on checks deposited to new accounts. Follow compliance procedures of reporting applicable transactions such as CTRs, SARs, and Reg CC holds.
• Contribute to the profitability and growth of the bank location by selling and cross-selling banking products and services. Work in a sales-oriented environment through direct customer contact. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Make referrals to other Legend Bank departments as best meets the needs of the customer. Send thank you cards and make follow-up calls to all new accounts.
• Perform necessary account maintenance for customers as requested. Assist other Personal Bankers in checking their daily work and maintaining files.
• Perform other functions as necessary to help our customers with their needs. May include notary services, providing account information, selling and maintaining safe deposit boxes, issuing debit cards, assisting with disputes, helping customer with account reconciliation and problem resolution.
• Responsible for providing passionate customer service while maintaining a high rate of accuracy and efficiency. Maintain a professional appearance in both dress and behavior. Mental concentration and attention to detail is necessary for tolerating frequent interruptions. Maintain the security and confidentiality of pertinent information and records.
• Develop and maintain proficiency with job related systems and equipment by attending bank training and reading related materials.
• Assist on teller line as needed to include all teller services.
• Partner with Bank Manager on internal audits.
• Additional duties as required.

QualificationsKNOWLEDGE AND EXPERIENCE REQUIRED

EDUCATION: High school education or equivalent required

RELATED WORK EXPERIENCE: One (1) year customer service and/or sales experience, preferably with a bank or equivalent related products required; two (2) preferred.

Legend Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

FDIC-Insured