Personal Banker

First National Bank Texas; Dallas (TX); On-site; USD 32,000 - 40,000; Full time

Job summary

First National Bank Texas in Dallas is seeking a customer-service oriented teller to handle cash deposits and payments in a fast-paced branch. You will greet customers, verify identifications, process transactions, and promote appropriate bank products.

The role requires teamwork, reliability, and a professional demeanor, with a schedule that may include evenings and weekends. Candidates should have a high school diploma or equivalent and at least six months in retail or customer service.

Qualifications

• 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 pass background investigation according to company policy

Responsibilities

• Provide exceptional customer service under supervision, handling cash transactions in a high-volume sales environment
• Evaluate customer relationships and recommend bank products and services
• Process deposits, verify amounts, and balance daily transactions
• Cross-sell bank services and products to a diverse customer base including Spanish-speaking customers
• Enter transactions into computer and issue receipts, money orders, and wires
• Maintain attendance and punctuality, follow bank procedures as directed

Skills

Customer service

Teamwork

Cash handling

Sales oriented

Adaptability

Education

High school diploma or equivalent

Tools

POS system

Computer literacy

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

• 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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