Personal Banker

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

Job summary

First National Bank Texas in Frisco, TX is seeking a branch associate to deliver excellent customer service and handle cash in a fast-paced retail banking setting.

You will evaluate customer needs, promote banking products, process deposits, and maintain accurate daily records while working with a diverse clientele, including Spanish-speaking customers.

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 successfully pass background investigation according to company policy.
• Must be able to get along with co-workers and work effectively in a team environment.

Responsibilities

• 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

Skills

Customer service

Cash handling

Education

High School Diploma or GED

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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