Personal Banker

First National Bank Texas; Dallas (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

First National Bank Texas in Dallas seeks a frontline team member to deliver exceptional customer service in a busy retail banking environment. You will handle cash receipts and payments, promote bank products, and follow bank procedures to ensure accurate daily balancing.

You will evaluate customer relationships, cross-sell services, and work a flexible schedule including evenings and weekends. Teamwork and reliability are essential in this role.

Qualifications

• Minimum age 18 with legal eligibility to work.
• High school diploma, high school equivalency or currently attending high school.
• Experience in retail or customer service preferred (6 months).
• Must be able to work a flexible schedule including evenings, weekends and holidays.
• Background check as per company policy.
• Ability to work well in a team.

Responsibilities

• Provide exceptional customer service, handling cash receipts and payments in a high-volume sales environment.
• Evaluate customer relationships and recommend bank products and services.
• Follow bank policies and supervisor directions.
• Achieve monthly new account production targets as assigned.
• Participate in in-store aisle prospecting as needed.
• Process deposits and cash withdrawals accurately and balance daily transactions.
• Receive cash/check deposits, verify amounts and endorsements.
• Inspect cash for counterfeit notes and verify identification.
• Enter transactions into computer and issue receipts.
• Sell and prepare money orders, cashier's checks, wires, and CDs.
• Process Western Union wires and cash advances.
• Cross-sell bank services to a diverse customer base, including Spanish speakers.
• Perform other tasks as requested by supervisors.

Skills

Cash handling

Customer service

Teamwork

Attention to detail

Education

High school diploma

Tools

POS terminals

Cash handling equipment

Job description

• At least 18 years of age
• High school diploma, high school equivalency or currently attending high school
• Six months of work experience in a retail or customer service environment preferred
• Must be able to work a flexible schedule including evenings, weekends, and holidays
• Must successfully pass background investigation according to company policy
• Must be able to get along with co-workers and work effectively in a team environment

Job Description

• Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
• Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
• Follow established policies in accordance with the bank and the supervisor s direction
• 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
• Perform other tasks requested by supervisors as they relate to the bank and its functions
• Regular and predictable attendance and punctuality
• Approval limits will be based upon established authority levels

Environmental and Physical Requirements

• Required to stand or walk for extended periods of time dependent upon branch location
• Ability to work in a high volume, stressful and noisy environment
• Schedules are prepared based on business need and subject to change at any time
• Operate a computer and other office machinery
• Ability to lift up to 50 lbs.

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